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

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  • (-0.4%)Nav, as on 28-11-2025

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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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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) -1.43 4.85 4.54 19.61 28.79 15.33
BSE 500 0.41 6.00 5.87 14.27 17.15 14.46

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 4.54 19.61 28.79 1.18 35.11
Axis ELSS Tax Saver Fund - Direct Plan - IDCW Jan 01, 2013 Unrated 6.96 14.86 13.16 0.81 35,171.95
SBI ELSS Tax Saver Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Jan 01, 2013 6.30 23.88 24.25 0.94 31,782.82
Mirae Asset ELSS Tax Saver Fund - Direct Plan - IDCW Dec 28, 2015 9.82 17.96 19.98 0.56 27,069.09
DSP ELSS Tax Saver Fund - Direct Plan - IDCW Jan 01, 2013 7.44 20.33 22.28 0.64 17,241.31
HDFC ELSS Tax saver - IDCW Option - Direct Plan Jan 01, 2013 10.63 21.23 24.41 1.08 17,194.16

Fund Holdings as on 31-October-2025

  • Aster DM Healthcare Ltd

  • TREPS

  • Affle (India) Ltd

  • TVS Holdings Ltd

  • KSB LTD

  • Ujjivan Small Finance Bank Ltd

  • CSB Bank Ltd

  • Safari Industries (India) Ltd

  • Sapphire Foods India Ltd

  • Multi Commodity Exchange of India Ltd

  • Green Panel Industries Ltd

  • KEI Industries Ltd

  • Navin Fluorine International Ltd

  • Procter & Gamble Health Ltd

  • Rate Gain Travel Technologies Ltd

  • Angel One Ltd

  • Laurus Labs Ltd

  • JB Chemicals & Pharmaceuticals Ltd

  • Equitas Small Finance Bank Limited

  • JK Cement Ltd

  • PVR INOX Ltd

  • Can Fin Homes Ltd

  • Cholamandalam Financial Holdings Ltd

  • SIS Ltd

  • RHI Magnesita India Ltd

  • PNB Housing Finance Ltd

  • R Systems International Ltd

  • Tata Steel Ltd

  • Westlife Foodworld Ltd

  • Natco Pharma Ltd

  • Brigade Enterprises Ltd

  • Birlasoft Ltd

  • Century Plyboards (India) Ltd

  • Ganesha Ecosphere Ltd

  • Grindwell Norton Ltd

  • The Phoenix Mills Ltd

  • Butterfly Gandhimathi Appliances Ltd

  • Carborundum Universal Ltd

  • MM Forgings Ltd

  • Cash and Other Net Current Assets

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  • Bank - Private

  • Pharmaceuticals & Drugs

  • Finance - Investment

  • Finance - Stock Broking

  • Hospital & Healthcare Services

  • Miscellaneous

  • IT - Software

  • BPO/ITeS

  • Wood & Wood Products

  • Compressors / Pumps

  • Finance - Housing

  • Household & Personal Products

  • Consumer Food

  • Cable

  • Chemicals

  • Cement & Construction Materials

  • Film Production, Distribution & Entertainment

  • Construction - Real Estate

  • Professional Services

  • Refractories

  • Abrasives

  • Steel & Iron Products

  • Restaurants

  • Textile - Manmade Fibres

  • Consumer Durables - Domestic Appliances

  • Forgings

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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 ₹35.11 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 ₹-0.11(-0.4%)yesterday to ₹28.4514.

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