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Sensex
77,540.83
▲ +0%
Nifty
24,252
▲ +0.08%
22k Gold
₹ 14,710/gm
Silver
₹ 2,60,000/kg
Petrol
₹ 111.21
Diesel
₹ 97.83
LPG
₹ 941.50
Crude Oil
$ 93.94
USD
₹ 95.63
Sundaram Long Term Tax Advantage Fund - Series III
3 Year Absolute Returns
48.76% ↑
NAV (₹) on 20 Aug 2026
30.56
1 Day NAV Change
0.88%
Risk Level
Very High Risk
Rating
-
Sundaram Long Term Tax Advantage Fund - Series III is a Equity mutual fund categorized under ELSS, offered by Sundaram Asset Management Company Ltd.. Launched on 27 Dec 2017, investors can start with ... Read more
NAV History
Fund Details
Min. SIP Amount
N/A
Inception Date
27 Dec 2017
Min. Lumpsum Amount
₹ 500
Fund Age
8 Yrs
AUM
₹ 35.09 Cr.
Benchmark
BSE 500 Total Return
Expense Ratio
1.22%
Scheme Type
Closed Ended
Exit Load
Nil%
Returns Calculator
Investment amount per month
₹1,000
Over the past
Would have become
On total investment of
*Calculation based on past performance of this fund.
Asset Allocation
AUM
₹ 35.09 Cr
Equity
94.3%
Money Market & Cash
5.69%
Sector Holdings
| Sectors | Weightage |
|---|---|
| Finance - Banks - Private Sector | 11.83% |
| Hospitals & Medical Services | 7.49% |
| Entertainment & Media | 6.53% |
| IT Consulting & Software | 5.70% |
| Treps/Reverse Repo | 5.68% |
| Aerospace & Defense | 5.23% |
| Finance - Housing | 4.90% |
| Auto Parts & Accessories | 4.83% |
| Pharmaceuticals | 4.77% |
| Finance & Investments | 4.73% |
| Pumps | 4.52% |
| E-Commerce/E-Retail | 3.58% |
| Plywood/Laminates | 3.57% |
| Hotels, Resorts & Restaurants | 3.55% |
| Packaging & Containers | 2.73% |
| Realty | 2.63% |
| Services - Others | 2.38% |
| Cement | 2.07% |
| Steel - General | 2.04% |
| Auto - Dealers/Servicing | 1.75% |
| Abrasives And Grinding Wheels | 1.58% |
| Refractories | 1.41% |
| Steel - Tubes/Pipes | 1.38% |
| Diversified | 1.23% |
| Domestic Appliances | 1.14% |
| Textiles - Processing/Texturising | 1.04% |
| Engineering - Heavy | 1.02% |
| Cables - Power/Others | 0.67% |
| Cash | 0.01% |
Stock Holdings
| Name | Weightage | Value (in Cr.) | Sector |
|---|---|---|---|
| Aster DM Healthcare Ltd | 7.49% | ₹ 2.63 | Hospitals & Medical Services |
| TREPS | 5.68% | ₹ 1.99 | Others |
| Ujjivan Small Finance Bank Ltd | 5.50% | ₹ 1.93 | Finance - Banks - Private Sector |
| MTAR Technologies Ltd | 5.23% | ₹ 1.84 | Aerospace & Defense |
| TVS Holdings Ltd | 4.83% | ₹ 1.69 | Auto Parts & Accessories |
| KSB LTD | 4.52% | ₹ 1.59 | Pumps |
| Affle (IndiLtd | 4.32% | ₹ 1.52 | Entertainment & Media |
| Rate Gain Travel Technologies Ltd | 3.83% | ₹ 1.34 | IT Consulting & Software |
| Eternal Ltd (Previously Zomato Ltd) | 3.58% | ₹ 1.26 | E-Commerce/E-Retail |
| Procter & Gamble Health Ltd | 3.29% | ₹ 1.15 | Pharmaceuticals |
| Equitas Small Finance Bank Limited | 3.20% | ₹ 1.12 | Finance - Banks - Private Sector |
| CSB Bank Ltd | 3.13% | ₹ 1.10 | Finance - Banks - Private Sector |
| Angel One Ltd | 3.12% | ₹ 1.09 | Finance & Investments |
| Safari Industries (IndiLtd | 2.73% | ₹ 0.96 | Packaging & Containers |
| Brigade Enterprises Ltd | 2.63% | ₹ 0.92 | Realty |
| Green Panel Industries Ltd | 2.38% | ₹ 0.83 | Plywood/Laminates |
| SIS Ltd | 2.38% | ₹ 0.83 | Services - Others |
| Sapphire Foods India Ltd | 2.37% | ₹ 0.83 | Hotels, Resorts & Restaurants |
| PVR INOX Ltd | 2.21% | ₹ 0.78 | Entertainment & Media |
| Can Fin Homes Ltd | 2.18% | ₹ 0.76 | Finance - Housing |
| JK Cement Ltd | 2.07% | ₹ 0.73 | Cement |
| Shivalik Bimetal Controls Ltd | 2.04% | ₹ 0.72 | Steel - General |
| Landmark Cars Ltd | 1.75% | ₹ 0.61 | Auto - Dealers/Servicing |
| PNB Housing Finance Ltd | 1.74% | ₹ 0.61 | Finance - Housing |
| Cholamandalam Financial Holdings Ltd | 1.61% | ₹ 0.56 | Finance & Investments |
| Natco Pharma Ltd | 1.48% | ₹ 0.52 | Pharmaceuticals |
| RHI Magnesita India Ltd | 1.41% | ₹ 0.49 | Refractories |
| Venus Pipes & Tubes Ltd | 1.38% | ₹ 0.49 | Steel - Tubes/Pipes |
| Grindwell Norton Ltd | 1.32% | ₹ 0.46 | Abrasives And Grinding Wheels |
| EID Parry India Ltd | 1.23% | ₹ 0.43 | Diversified |
| Century Plyboards (IndiLtd | 1.19% | ₹ 0.42 | Plywood/Laminates |
| Westlife Foodworld Ltd | 1.18% | ₹ 0.41 | Hotels, Resorts & Restaurants |
| Amber Enterprises India Ltd | 1.14% | ₹ 0.40 | Domestic Appliances |
| Ganesha Ecosphere Ltd | 1.04% | ₹ 0.37 | Textiles - Processing/Texturising |
| Elecon Engineering Company Ltd | 1.02% | ₹ 0.36 | Engineering - Heavy |
| Birlasoft Ltd | 0.98% | ₹ 0.34 | IT Consulting & Software |
| Aavas Financiers Ltd | 0.98% | ₹ 0.34 | Finance - Housing |
| R Systems International Ltd | 0.89% | ₹ 0.31 | IT Consulting & Software |
| KEI Industries Ltd | 0.67% | ₹ 0.24 | Cables - Power/Others |
| Carborundum Universal Ltd | 0.26% | ₹ 0.09 | Abrasives And Grinding Wheels |
| Cash & Other Net Current Assets | 0.01% | ₹ 0 | Others |
Returns
| Annualised returns | ||||
|---|---|---|---|---|
| 9M | 1Y | 2Y | 3Y | |
| Fund returns | 10.54% | 13.21% | 6.85% | 14.16% |
| Category returns | 0.68% | 3.45% | 3.68% | 46.02% |
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 ... Read more
AMC Details
Name
Sundaram Asset Management Company Ltd.
Date of Incorporation
24 Aug 1996
CEO
Mr. Anand Radhakrishnan
CIO
Type
Pvt.Sector-Indian
Address
Sundaram Towers,
2nd Floor, 46 Whites Road,
Royapettah, Chennai (Madras), Tamil Nadu, India - 600014
Website
http://www.sundarammutual.com
Email
Top Funds from Equity - ELSS
Top Funds from Sundaram Asset Management Company Ltd.
FAQs
What is the current NAV of Sundaram Long Term Tax Advantage Fund - Series III Regular IDCW?
The current Net Asset Value (NAV) of Sundaram Long Term Tax Advantage Fund - Series III Regular IDCW is ₹30.56 as of 20 Aug 2026. NAV represents the per-unit market value of the fund and is updated daily based on the closing prices of the underlying securities.
What is the fund size (AUM) of Sundaram Long Term Tax Advantage Fund - Series III Regular IDCW?
The Assets Under Management (AUM) of Sundaram Long Term Tax Advantage Fund - Series III Regular IDCW is ₹35.09 Crores. AUM indicates the total market value of assets managed by the fund and reflects investor confidence and fund popularity.
What are the historical returns of Sundaram Long Term Tax Advantage Fund - Series III Regular IDCW?
Sundaram Long Term Tax Advantage Fund - Series III Regular IDCW has delivered returns of 13.21% (1 Year), 14.16% (3 Year), 17.88% (5 Year). Past performance does not guarantee future results, and investors should consider their risk appetite before investing.
What is the risk level of Sundaram Long Term Tax Advantage Fund - Series III Regular IDCW?
Sundaram Long Term Tax Advantage Fund - Series III Regular IDCW has a risk rating of 'Very High' as per the SEBI Riskometer. This indicates the fund is suitable for very aggressive investors comfortable with significant market volatility. Investors should align their investment choices with their personal risk tolerance and financial goals.
What is the minimum investment amount for Sundaram Long Term Tax Advantage Fund - Series III Regular IDCW?
The minimum lumpsum investment required for Sundaram Long Term Tax Advantage Fund - Series III Regular IDCW is ₹500. This allows investors to start their mutual fund journey with a manageable amount.
Disclaimer: This is 3rd Party content/feed, viewers are requested to use their discretion and conduct proper diligence before investing, GoodReturns does not take any liability on the genuineness and correctness of the information in this article
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