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

Other Plans and Options
  • (-1.38%)Nav, as on 30-04-2025

  • Previous Nav

  • Net Change on 30-04-2025

  • PersonalFN Rating

  • Category

  • Assets (Cr.)

  • Expense Ratio

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) 4.17 -2.73 -1.15 17.09 34.23 13.87
BSE 500 3.16 3.34 4.52 13.70 22.17 14.45

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 -1.15 17.09 34.23 1.41 30.07
Axis ELSS Tax Saver Fund - Regular Plan - IDCW Dec 29, 2009 Unrated 7.84 11.24 16.80 1.53 34,176.50
SBI Long Term Equity Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Mar 31, 1993 7.13 24.22 28.32 1.60 27,730.33
Mirae Asset ELSS Tax Saver Fund Regular IDCW Dec 28, 2015 7.69 14.87 23.77 1.58 23,945.24
DSP ELSS Tax Saver Fund - Regular Plan - IDCW Jan 18, 2007 13.18 19.32 26.10 1.65 16,217.91
HDFC ELSS Tax saver - IDCW Plan Mar 31, 1996 13.41 22.81 27.37 1.66 15,555.71

Fund Holdings as on 31-March-2025

  • Aster DM Healthcare Ltd

  • Affle (India) Ltd

  • Multi Commodity Exchange of India Ltd

  • TREPS

  • KSB LTD

  • Sapphire Foods India Ltd

  • Navin Fluorine International Ltd

  • Safari Industries (India) Ltd

  • KEI Industries Ltd

  • CSB Bank Ltd

  • TVS Holdings Ltd

  • Green Panel Industries Ltd

  • Ujjivan Small Finance Bank Ltd

  • Procter & Gamble Health Ltd

  • JB Chemicals & Pharmaceuticals Ltd

  • JK Cement Ltd

  • Angel One Ltd

  • Equitas Small Finance Bank Limited

  • SIS Ltd

  • Rate Gain Travel Technologies Ltd

  • RHI Magnesita India Ltd

  • Cholamandalam Financial Holdings Ltd

  • PVR INOX Ltd

  • Can Fin Homes Ltd

  • Laurus Labs Ltd

  • Westlife Foodworld Ltd

  • Birlasoft Ltd

  • Creditaccess Grameen Ltd

  • Transport Corporation of India Ltd

  • Tata Steel Ltd

  • Brigade Enterprises Ltd

  • R Systems International Ltd

  • Century Plyboards (India) Ltd

  • Grindwell Norton Ltd

  • Butterfly Gandhimathi Appliances Ltd

  • The Phoenix Mills Ltd

  • Carborundum Universal Ltd

  • MM Forgings Ltd

  • Cash and Other Net Current Assets

View More

  • Bank - Private

  • Finance - Stock Broking

  • Pharmaceuticals & Drugs

  • Hospital & Healthcare Services

  • BPO/ITeS

  • Miscellaneous

  • IT - Software

  • Wood & Wood Products

  • Compressors / Pumps

  • Consumer Food

  • Chemicals

  • Household & Personal Products

  • Cable

  • Auto Ancillary

  • Cement & Construction Materials

  • Construction - Real Estate

  • Professional Services

  • Refractories

  • Finance - Investment

  • Film Production, Distribution & Entertainment

  • Finance - Housing

  • Abrasives

  • Restaurants

  • Finance - NBFC

  • Logistics

  • Steel & Iron Products

  • Consumer Durables - Domestic Appliances

  • Forgings

View More

Most Recent Dividend

  • 12/12/2023

  • Cash

  • Equity

View More

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 ₹30.07 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 ₹-0.34(-1.38%)yesterday to ₹23.9001.

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 Sudhir Kedia and Rohit Seksaria.

Fund House Contact

Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

+91 (22) 28583362/3367
+91 (22) 22858 3156