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

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  • 0.11 %Nav, as on 28-03-2025

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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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  • 52 Week Low Nav Date

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  • 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) 2.66 -12.71 2.52 16.58 34.89 13.39
BSE 500 7.29 -4.85 4.79 12.88 24.74 14.37

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 2.52 16.58 34.89 1.41 28.86
Axis ELSS Tax Saver Fund - Regular Plan - IDCW Dec 29, 2009 Unrated 7.73 10.24 18.19 1.56 32,174.34
SBI Long Term Equity Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Mar 31, 1993 11.15 23.99 31.73 1.60 25,723.50
Mirae Asset ELSS Tax Saver Fund Regular IDCW Dec 28, 2015 9.64 14.03 26.53 1.57 22,411.17
DSP ELSS Tax Saver Fund - Regular Plan - IDCW Jan 18, 2007 17.71 18.54 28.94 1.65 14,981.09
HDFC ELSS Tax saver - IDCW Plan Mar 31, 1996 13.63 22.09 30.18 1.67 14,671.37

Fund Holdings as on 28-February-2025

  • TREPS

  • Multi Commodity Exchange of India Ltd

  • Sapphire Foods India Ltd

  • Affle (India) Ltd

  • Safari Industries (India) Ltd

  • Aster DM Healthcare Ltd

  • KEI Industries Ltd

  • Green Panel Industries Ltd

  • KSB LTD

  • Navin Fluorine International Ltd

  • TVS Holdings Ltd

  • CSB Bank Ltd

  • JB Chemicals & Pharmaceuticals Ltd

  • Procter & Gamble Health Ltd

  • Ujjivan Small Finance Bank Ltd

  • Equitas Small Finance Bank Limited

  • Angel One Ltd

  • JK Cement Ltd

  • Rate Gain Travel Technologies Ltd

  • SIS Ltd

  • PVR INOX Ltd

  • Cholamandalam Financial Holdings Ltd

  • Westlife Foodworld Ltd

  • Can Fin Homes Ltd

  • Laurus Labs Ltd

  • RHI Magnesita India Ltd

  • Birlasoft Ltd

  • Creditaccess Grameen Ltd

  • Brigade Enterprises Ltd

  • Tata Steel Ltd

  • Century Plyboards (India) Ltd

  • R Systems International Ltd

  • Butterfly Gandhimathi Appliances Ltd

  • Transport Corporation of India Ltd

  • The Phoenix Mills Ltd

  • Grindwell Norton Ltd

  • Carborundum Universal Ltd

  • MM Forgings Ltd

  • Cash and Other Net Current Assets

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  • Bank - Private

  • Pharmaceuticals & Drugs

  • Finance - Stock Broking

  • Miscellaneous

  • IT - Software

  • Wood & Wood Products

  • Consumer Food

  • BPO/ITeS

  • Household & Personal Products

  • Hospital & Healthcare Services

  • Cable

  • Compressors / Pumps

  • Chemicals

  • Auto Ancillary

  • Cement & Construction Materials

  • Construction - Real Estate

  • Professional Services

  • Film Production, Distribution & Entertainment

  • Finance - Investment

  • Restaurants

  • Finance - Housing

  • Abrasives

  • Refractories

  • Finance - NBFC

  • Steel & Iron Products

  • Logistics

  • 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 ₹28.86 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 ₹0.02(0.11%)yesterday to ₹22.9433.

Among its top 3 holdings the fund has exposure to TREPS, 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