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

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  • 2.24 %Nav, as on 25-03-2026

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Fund Overview IDCW | 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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  • 52 Week High Nav Date

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 - Payout of Income Distribution cum Capital Withdrawal (IDCW) -8.24 -11.04 4.69 16.84 20.80 12.91
BSE 500 -9.64 -11.76 -2.67 13.25 11.18 13.74

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 - Payout of Income Distribution cum Capital Withdrawal (IDCW) Mar 28, 2018 4.69 16.84 20.80 1.18 31.88
Axis ELSS Tax Saver Fund - Direct Plan - IDCW Jan 01, 2013 Unrated -3.76 14.19 8.32 0.81 33,185.50
SBI ELSS Tax Saver Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Jan 01, 2013 -2.37 21.23 18.24 0.92 32,171.48
Mirae Asset ELSS Tax Saver Fund - Direct Plan - IDCW Dec 28, 2015 0.91 15.95 13.52 0.59 26,202.62
DSP ELSS Tax Saver Fund - Direct Plan - IDCW Jan 01, 2013 -2.30 18.64 15.89 0.74 17,249.79
HDFC ELSS Tax saver - IDCW Option - Direct Plan Jan 01, 2013 -1.90 18.67 18.09 1.08 16,618.14

Fund Holdings as on 28-February-2026

  • Aster DM Healthcare Ltd

  • TVS Holdings Ltd

  • Ujjivan Small Finance Bank Ltd

  • KSB LTD

  • CSB Bank Ltd

  • Affle (India) Ltd

  • TREPS

  • MTAR Technologies Ltd

  • Safari Industries (India) Ltd

  • Zomato Ltd

  • Equitas Small Finance Bank Limited

  • Sapphire Foods India Ltd

  • Green Panel Industries Ltd

  • Procter & Gamble Health Ltd

  • Angel One Ltd

  • Can Fin Homes Ltd

  • Rate Gain Travel Technologies Ltd

  • JK Cement Ltd

  • JB Chemicals & Pharmaceuticals Ltd

  • PVR INOX Ltd

  • KEI Industries Ltd

  • SIS Ltd

  • Cholamandalam Financial Holdings Ltd

  • Natco Pharma Ltd

  • RHI Magnesita India Ltd

  • PNB Housing Finance Ltd

  • Landmark Cars Ltd

  • Brigade Enterprises Ltd

  • Neogen Chemicals Ltd

  • Birlasoft Ltd

  • Shivalik Bimetal Controls Ltd

  • Amber Enterprises India Ltd

  • Westlife Foodworld Ltd

  • Century Plyboards (India) Ltd

  • Cash and Other Net Current Assets

  • Grindwell Norton Ltd

  • R Systems International Ltd

  • Aavas Financiers Ltd

  • Venus Pipes & Tubes Ltd

  • EID Parry India Ltd

  • Butterfly Gandhimathi Appliances Ltd

  • Ganesha Ecosphere Ltd

  • Carborundum Universal Ltd

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  • Bank - Private

  • Finance - Investment

  • Pharmaceuticals & Drugs

  • Hospital & Healthcare Services

  • Miscellaneous

  • Finance - Housing

  • IT - Software

  • Compressors / Pumps

  • BPO/ITeS

  • Wood & Wood Products

  • Engineering

  • Household & Personal Products

  • e-Commerce

  • Consumer Food

  • Finance - Stock Broking

  • Cement & Construction Materials

  • Steel & Iron Products

  • Film Production, Distribution & Entertainment

  • Cable

  • Professional Services

  • Refractories

  • Abrasives

  • Automobiles - Dealers & Distributors

  • Construction - Real Estate

  • Chemicals

  • Air Conditioners

  • Restaurants

  • Sugar

  • Consumer Durables - Domestic Appliances

  • Textile - Manmade Fibres

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Most Recent Dividend

  • 12/12/2023

  • 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 ₹31.88 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 up ₹0.56(2.24%)yesterday to ₹25.6894.

Among its top 3 holdings the fund has exposure to Aster DM Healthcare Ltd, 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