Sundaram Long Term Tax Advantage Fund Series-III - Growth - Direct Plan

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  • (-0.88%)Nav, as on 12-06-2025

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Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

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Fund Objective

The investment objective of the scheme is to generate capital appreciation over a period of ten years by investing predominantly in equity and equity-related instruments of companies along with income tax benefit. However, there is no guarantee or assurance that the investment objective of the scheme will be achieved.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Sundaram Long Term Tax Advantage Fund Series III - Direct Plan - Growth Option 14.32 21.06 3.75 25.03 36.56 16.05
BSE 500 2.09 13.26 4.18 18.04 22.68 14.57

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Sundaram Long Term Tax Advantage Fund Series III - Direct Plan - Growth Option Mar 28, 2018 3.75 25.03 36.56 1.18 33.41
Mirae Asset ELSS Tax Saver Fund - Direct Plan - Growth Dec 28, 2015 10.96 20.84 26.67 0.59 25,567.42
Nippon India ELSS Tax Saver Fund - Direct Plan Growth Plan Jan 01, 2013 7.60 22.74 27.22 1.01 15,291.63
ICICI Prudential ELSS Tax Saver Fund - Direct Plan - Growth Jan 01, 2013 11.71 20.14 24.23 1.08 14,363.91
Quant ELSS Tax Saver Fund-Growth Option-Direct Plan Jan 07, 2013 -4.58 21.51 35.84 0.52 11,329.06
Canara Robeco ELSS Tax Saver - Direct Plan - Growth Option Jan 01, 2013 Unrated 9.94 20.62 25.36 0.53 8,859.43

Fund Holdings as on 31-May-2025

  • TREPS

  • Multi Commodity Exchange of India Ltd

  • Aster DM Healthcare Ltd

  • Affle (India) Ltd

  • KSB LTD

  • Sapphire Foods India Ltd

  • Safari Industries (India) Ltd

  • TVS Holdings Ltd

  • CSB Bank Ltd

  • Ujjivan Small Finance Bank Ltd

  • Angel One Ltd

  • Green Panel Industries Ltd

  • KEI Industries Ltd

  • Procter & Gamble Health Ltd

  • JK Cement Ltd

  • Equitas Small Finance Bank Limited

  • JB Chemicals & Pharmaceuticals Ltd

  • Navin Fluorine International Ltd

  • SIS Ltd

  • Can Fin Homes Ltd

  • Cholamandalam Financial Holdings Ltd

  • PVR INOX Ltd

  • Rate Gain Travel Technologies Ltd

  • PNB Housing Finance Ltd

  • RHI Magnesita India Ltd

  • Laurus Labs Ltd

  • Westlife Foodworld Ltd

  • Creditaccess Grameen Ltd

  • Brigade Enterprises Ltd

  • Birlasoft Ltd

  • Tata Steel Ltd

  • R Systems International Ltd

  • Century Plyboards (India) Ltd

  • Grindwell Norton Ltd

  • Butterfly Gandhimathi Appliances Ltd

  • The Phoenix Mills Ltd

  • Carborundum Universal Ltd

  • MM Forgings Ltd

  • Cash and Other Net Current Assets

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  • Bank - Private

  • Finance - Stock Broking

  • Pharmaceuticals & Drugs

  • Miscellaneous

  • Hospital & Healthcare Services

  • BPO/ITeS

  • Compressors / Pumps

  • IT - Software

  • Wood & Wood Products

  • Consumer Food

  • Household & Personal Products

  • Auto Ancillary

  • Finance - Housing

  • Cable

  • Cement & Construction Materials

  • Construction - Real Estate

  • Chemicals

  • Professional Services

  • Finance - Investment

  • Film Production, Distribution & Entertainment

  • Abrasives

  • Refractories

  • Restaurants

  • Finance - NBFC

  • Steel & Iron Products

  • Consumer Durables - Domestic Appliances

  • Forgings

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  • Cash

  • Equity

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About Sundaram Long Term Tax Advantage Fund Series-III

Scheme Analysis

Sundaram Long Term Tax Advantage Fund Series-III is a Equity - ELSS fund and belongs to Sundaram Mutual Fund. It was launched on 28-Mar-2018 and currently has an AUM of ₹33.41 crore. Sundaram Long Term Tax Advantage Fund Series-III is benchmarked against BSE 500 as primary index.

The NAV of Sundaram Long Term Tax Advantage Fund Series-III ended down ₹-0.26(-0.88%)yesterday to ₹29.002.

Among its top 3 holdings the fund has exposure to TREPS, and

The Sundaram Long Term Tax Advantage Fund Series-III is managed by Rohit Seksaria .

Fund House Contact

Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

+91 (22) 28583362/3367
+91 (22) 22858 3156