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 (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 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 Regular Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) 3.03 1.01 5.85 20.92 25.11 14.63
BSE 500 -0.25 0.88 6.14 14.36 14.18 14.31

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 5.85 20.92 25.11 1.41 34.30
Axis ELSS Tax Saver Fund - Regular Plan - IDCW Dec 29, 2009 Unrated 5.22 15.37 9.64 1.53 35,083.65
SBI ELSS Tax Saver Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Mar 31, 1993 5.44 23.37 20.29 1.57 32,326.50
Mirae Asset ELSS Tax Saver Fund Regular IDCW Dec 28, 2015 9.65 17.48 16.10 1.54 27,271.27
DSP ELSS Tax Saver Fund - Regular Plan - IDCW Jan 18, 2007 8.02 20.05 18.45 1.61 17,570.07
HDFC ELSS Tax saver - IDCW Plan Mar 31, 1996 10.49 21.39 20.95 1.70 17,241.17

Fund Holdings as on 30-November-2025

  • TREPS

  • Aster DM Healthcare Ltd

  • TVS Holdings Ltd

  • Affle (India) Ltd

  • Safari Industries (India) Ltd

  • Ujjivan Small Finance Bank Ltd

  • KSB LTD

  • CSB Bank Ltd

  • KEI Industries Ltd

  • Sapphire Foods India Ltd

  • Green Panel Industries Ltd

  • Rate Gain Travel Technologies Ltd

  • Procter & Gamble Health Ltd

  • Angel One Ltd

  • Equitas Small Finance Bank Limited

  • JB Chemicals & Pharmaceuticals Ltd

  • Multi Commodity Exchange of India Ltd

  • Can Fin Homes Ltd

  • MTAR Technologies Ltd

  • Navin Fluorine International Ltd

  • JK Cement Ltd

  • PVR INOX Ltd

  • Cholamandalam Financial Holdings Ltd

  • SIS Ltd

  • Laurus Labs Ltd

  • RHI Magnesita India Ltd

  • PNB Housing Finance Ltd

  • Natco Pharma Ltd

  • R Systems International Ltd

  • Tata Steel Ltd

  • Westlife Foodworld Ltd

  • Birlasoft Ltd

  • Century Plyboards (India) Ltd

  • Brigade Enterprises Ltd

  • The Phoenix Mills Ltd

  • EID Parry India Ltd

  • Grindwell Norton Ltd

  • Butterfly Gandhimathi Appliances Ltd

  • Ganesha Ecosphere Ltd

  • Shivalik Bimetal Controls Ltd

  • Carborundum Universal Ltd

  • MM Forgings Ltd

  • Venus Pipes & Tubes Ltd

  • Cash and Other Net Current Assets

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  • Bank - Private

  • Pharmaceuticals & Drugs

  • Finance - Investment

  • Hospital & Healthcare Services

  • IT - Software

  • Finance - Stock Broking

  • BPO/ITeS

  • Miscellaneous

  • Wood & Wood Products

  • Household & Personal Products

  • Compressors / Pumps

  • Finance - Housing

  • Cable

  • Consumer Food

  • Engineering

  • Construction - Real Estate

  • Cement & Construction Materials

  • Chemicals

  • Film Production, Distribution & Entertainment

  • Professional Services

  • Refractories

  • Steel & Iron Products

  • Abrasives

  • Restaurants

  • Sugar

  • Consumer Durables - Domestic Appliances

  • Textile - Manmade Fibres

  • Metal - Non Ferrous

  • 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 ₹34.30 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 ₹-0.16(-0.59%)yesterday to ₹27.3713.

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