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

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  • 2.91 %Nav, as on 03-02-2026

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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) -5.20 -5.97 5.15 19.46 23.80 13.77
BSE 500 -2.76 -1.62 9.12 15.55 13.67 14.27

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 5.15 19.46 23.80 1.41 33.82
Axis ELSS Tax Saver Fund - Regular Plan - IDCW Dec 29, 2009 Unrated 3.95 14.84 9.45 1.54 34,262.95
SBI ELSS Tax Saver Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Mar 31, 1993 5.82 23.22 19.26 1.57 32,608.80
Mirae Asset ELSS Tax Saver Fund Regular IDCW Dec 28, 2015 10.02 17.03 14.85 1.54 27,195.94
DSP ELSS Tax Saver Fund - Regular Plan - IDCW Jan 18, 2007 8.51 19.81 17.41 1.62 17,609.03
HDFC ELSS Tax saver - IDCW Plan Mar 31, 1996 9.17 20.86 19.49 1.70 17,163.37

Fund Holdings as on 31-December-2025

  • Aster DM Healthcare Ltd

  • TREPS

  • Affle (India) Ltd

  • TVS Holdings Ltd

  • CSB Bank Ltd

  • Ujjivan Small Finance Bank Ltd

  • KSB LTD

  • Safari Industries (India) Ltd

  • KEI Industries Ltd

  • Sapphire Foods India Ltd

  • Rate Gain Travel Technologies Ltd

  • Procter & Gamble Health Ltd

  • Green Panel Industries Ltd

  • JB Chemicals & Pharmaceuticals Ltd

  • Equitas Small Finance Bank Limited

  • Can Fin Homes Ltd

  • Angel One Ltd

  • Navin Fluorine International Ltd

  • MTAR Technologies Ltd

  • JK Cement Ltd

  • PVR INOX Ltd

  • Cholamandalam Financial Holdings Ltd

  • SIS Ltd

  • Brigade Enterprises Ltd

  • RHI Magnesita India Ltd

  • PNB Housing Finance Ltd

  • Natco Pharma Ltd

  • Tata Steel Ltd

  • Birlasoft Ltd

  • R Systems International Ltd

  • Westlife Foodworld Ltd

  • Century Plyboards (India) Ltd

  • Shivalik Bimetal Controls Ltd

  • The Phoenix Mills Ltd

  • Neogen Chemicals Ltd

  • EID Parry India Ltd

  • Amber Enterprises India Ltd

  • Grindwell Norton Ltd

  • Venus Pipes & Tubes Ltd

  • Landmark Cars Ltd

  • Zomato Ltd

  • Butterfly Gandhimathi Appliances Ltd

  • Ganesha Ecosphere Ltd

  • Carborundum Universal Ltd

  • Cash and Other Net Current Assets

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  • Bank - Private

  • Pharmaceuticals & Drugs

  • Finance - Investment

  • IT - Software

  • Hospital & Healthcare Services

  • BPO/ITeS

  • Wood & Wood Products

  • Finance - Housing

  • Compressors / Pumps

  • Household & Personal Products

  • Cable

  • Steel & Iron Products

  • Chemicals

  • Consumer Food

  • Construction - Real Estate

  • Miscellaneous

  • Finance - Stock Broking

  • Engineering

  • Cement & Construction Materials

  • Film Production, Distribution & Entertainment

  • Professional Services

  • Refractories

  • Abrasives

  • Restaurants

  • Sugar

  • Air Conditioners

  • Automobiles - Dealers & Distributors

  • e-Commerce

  • 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 ₹33.82 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 ₹0.76(2.91%)yesterday to ₹26.9549.

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