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

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Fund Overview IDCW | Regular 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 Regular Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) 8.50 18.30 6.98 22.20 36.02 14.99
BSE 500 3.57 14.57 7.54 16.68 22.65 14.55

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 Regular Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) Mar 28, 2018 6.98 22.20 36.02 1.41 31.10
Axis ELSS Tax Saver Fund - Regular Plan - IDCW Dec 29, 2009 Unrated 11.48 14.98 17.32 1.53 34,949.86
SBI Long Term Equity Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Mar 31, 1993 9.55 26.74 28.72 1.59 28,506.07
Mirae Asset ELSS Tax Saver Fund Regular IDCW Dec 28, 2015 11.16 17.60 24.63 1.57 24,774.08
DSP ELSS Tax Saver Fund - Regular Plan - IDCW Jan 18, 2007 13.25 21.70 26.33 1.64 16,637.95
HDFC ELSS Tax saver - IDCW Plan Mar 31, 1996 12.58 23.92 27.71 1.66 16,232.40

Fund Holdings as on 30-April-2025

  • Multi Commodity Exchange of India Ltd

  • Aster DM Healthcare Ltd

  • Affle (India) Ltd

  • TREPS

  • Sapphire Foods India Ltd

  • KSB LTD

  • Safari Industries (India) Ltd

  • KEI Industries Ltd

  • CSB Bank Ltd

  • Navin Fluorine International Ltd

  • Ujjivan Small Finance Bank Ltd

  • TVS Holdings Ltd

  • Green Panel Industries Ltd

  • Equitas Small Finance Bank Limited

  • Procter & Gamble Health Ltd

  • JK Cement Ltd

  • JB Chemicals & Pharmaceuticals Ltd

  • Angel One Ltd

  • SIS Ltd

  • Cholamandalam Financial Holdings Ltd

  • Can Fin Homes Ltd

  • PVR INOX Ltd

  • Rate Gain Travel Technologies Ltd

  • Laurus Labs Ltd

  • RHI Magnesita India Ltd

  • Westlife Foodworld Ltd

  • Creditaccess Grameen Ltd

  • Brigade Enterprises Ltd

  • Birlasoft Ltd

  • Transport Corporation of India Ltd

  • Tata Steel Ltd

  • Butterfly Gandhimathi Appliances Ltd

  • R Systems International Ltd

  • Grindwell Norton Ltd

  • Century Plyboards (India) 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

  • Hospital & Healthcare Services

  • BPO/ITeS

  • IT - Software

  • Miscellaneous

  • Consumer Food

  • Wood & Wood Products

  • Compressors / Pumps

  • Household & Personal Products

  • Cable

  • Chemicals

  • Auto Ancillary

  • Cement & Construction Materials

  • Construction - Real Estate

  • Professional Services

  • Finance - Investment

  • Finance - Housing

  • Film Production, Distribution & Entertainment

  • Abrasives

  • Refractories

  • Restaurants

  • Finance - NBFC

  • Logistics

  • Steel & Iron Products

  • 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 ₹31.10 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(0%)yesterday to ₹25.9442.

Among its top 3 holdings the fund has exposure to Multi Commodity Exchange of India 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