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

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  • 0.29 %Nav, as on 21-02-2025

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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 (₹)

  • 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) -8.38 -8.96 -2.57 18.24 23.64 13.78
BSE 500 -3.44 -5.31 2.25 11.91 15.53 14.29

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 -2.57 18.24 23.64 1.41 32.92
Axis ELSS Tax Saver Fund - Regular Plan - IDCW Dec 29, 2009 Unrated 8.46 8.69 11.12 1.54 34,496.58
SBI Long Term Equity Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Mar 31, 1993 9.28 22.72 22.09 1.60 27,305.51
Mirae Asset ELSS Tax Saver Fund Regular IDCW Dec 28, 2015 5.55 12.28 17.52 1.56 24,007.47
DSP ELSS Tax Saver Fund - Regular Plan - IDCW Jan 18, 2007 10.35 16.70 19.16 1.65 15,985.06
HDFC ELSS Tax saver - IDCW Plan Mar 31, 1996 9.44 20.89 19.76 1.69 15,413.45

Fund Holdings as on 31-January-2025

  • Multi Commodity Exchange of India Ltd

  • KEI Industries Ltd

  • Aster DM Healthcare Ltd

  • Green Panel Industries Ltd

  • Safari Industries (India) Ltd

  • Affle (India) Ltd

  • KSB LTD

  • Sapphire Foods India Ltd

  • Navin Fluorine International Ltd

  • TVS Holdings Ltd

  • Rate Gain Travel Technologies Ltd

  • CSB Bank Ltd

  • Equitas Small Finance Bank Limited

  • Ujjivan Small Finance Bank Ltd

  • JB Chemicals & Pharmaceuticals Ltd

  • Procter & Gamble Health Ltd

  • Angel One Ltd

  • JK Cement Ltd

  • Ador Welding Ltd

  • TREPS

  • PVR INOX Ltd

  • SIS Ltd

  • Century Plyboards (India) Ltd

  • Can Fin Homes Ltd

  • Birlasoft Ltd

  • RHI Magnesita India Ltd

  • Westlife Foodworld Ltd

  • Cholamandalam Financial Holdings Ltd

  • Laurus Labs Ltd

  • Brigade Enterprises Ltd

  • R Systems International Ltd

  • Creditaccess Grameen Ltd

  • Grindwell Norton Ltd

  • Transport Corporation of India Ltd

  • Butterfly Gandhimathi Appliances Ltd

  • Tata Steel Ltd

  • The Phoenix Mills Ltd

  • Carborundum Universal Ltd

  • MM Forgings Ltd

  • Cash and Other Net Current Assets

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  • Bank - Private

  • Finance - Stock Broking

  • Pharmaceuticals & Drugs

  • Wood & Wood Products

  • IT - Software

  • Cable

  • Hospital & Healthcare Services

  • Household & Personal Products

  • BPO/ITeS

  • Compressors / Pumps

  • Consumer Food

  • Chemicals

  • Auto Ancillary

  • Construction - Real Estate

  • Cement & Construction Materials

  • Electrodes & Welding Equipment

  • Film Production, Distribution & Entertainment

  • Professional Services

  • Miscellaneous

  • Abrasives

  • Finance - Housing

  • Refractories

  • Restaurants

  • Finance - Investment

  • Finance - NBFC

  • Logistics

  • Consumer Durables - Domestic Appliances

  • Steel & Iron Products

  • 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 ₹32.92 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 ₹0.07(0.29%)yesterday to ₹23.2558.

Among its top 3 holdings the fund has exposure to Multi Commodity Exchange of India 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