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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹0 & Lump. ₹500

AUM (Fund size)

₹29 Cr

Lock In Period

3 Years

Expense Ratio

1.4

Benchmark

BSE 500 Total Return

Exit Load

Nil

Summary

Latest details for Sundaram Long Term Tax Advantage Fund - Series III Growth include a ₹29.6030 NAV as of Apr 22,2026 and returns since inception of 72.35%. Minimum investments start at SIP ₹0. The Sundaram Long Term Tax Advantage Fund - Series III Growth AUM is ₹29 Cr, with a lock-in of 3 Years years, expense ratio of 1.4%, and benchmark BSE 500 Total Return. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 14.02% returns, against a category average of 6.20% and a category best of 14.83%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M14.026.2014.83
6M0.582.5424.27
1Y15.5418.6178.49
3Y19.8954.53130.26

Portfolio Analysis

  • Equity: 94.92%
  • Debt: 5.07%
  • Others
As on: 2026-03-31
View allocation % by

1. Ujjivan Small Finance Bank Ltd4.70%
2. CSB Bank Ltd3.93%
3. Equitas Small Finance Bank Limited2.68%

1. Aster DM Healthcare Ltd7.42%

1. Procter & Gamble Health Ltd2.90%
2. JB Chemicals & Pharmaceuticals Ltd2.46%
3. Natco Pharma Ltd1.91%

1. Affle (IndiLtd4.80%
2. PVR INOX Ltd2.18%

1. TVS Holdings Ltd5.56%

1. KSB LTD5.12%

1. Can Fin Homes Ltd2.56%
2. PNB Housing Finance Ltd1.52%
3. Aavas Financiers Ltd0.94%

1. Angel One Ltd2.89%
2. Cholamandalam Financial Holdings Ltd1.74%

1. Rate Gain Travel Technologies Ltd2.22%
2. Birlasoft Ltd1.31%
3. R Systems International Ltd0.96%

1. MTAR Technologies Ltd3.85%

1. Green Panel Industries Ltd2.56%
2. Century Plyboards (IndiLtd1.27%

1. Sapphire Foods India Ltd2.34%
2. Westlife Foodworld Ltd1.36%

1. Zomato Ltd3.29%

1. Safari Industries (IndiLtd3.04%

1. JK Cement Ltd2.35%

1. Amber Enterprises India Ltd1.22%
2. Butterfly Gandhimathi Appliances Ltd0.87%

1. SIS Ltd1.92%

1. KEI Industries Ltd1.81%

1. Grindwell Norton Ltd1.02%
2. Carborundum Universal Ltd0.61%

1. Brigade Enterprises Ltd1.51%

1. RHI Magnesita India Ltd1.49%

1. Landmark Cars Ltd1.43%

1. Shivalik Bimetal Controls Ltd1.28%

1. Neogen Chemicals Ltd1.20%

About Fund

Sundaram Long Term Tax Advantage Fund - Series III Growth managed by Sundaram Mutual Fund,is a Equity - ELSSscheme with Assets Under Management of ₹29 Crore. The fund benchmarks its performance against the BSE 500 Total Return while maintaining an expense ratio of 1.4. Under the expert guidance of Rohit Seksaria ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Rohit Seksaria

Mr. Rohit Seksaria is CS, CA & has done MBA from IIM Ahmedabad. Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundBank of India Mid Cap Tax Fund Series 1 Growth054.7 CR1.41
This FundSundaram Long Term Tax Advantage Fund - Series III Growth028.88 CR1.4
This FundICICI Prudential R.I.G.H.T. Fund Growth041.44 CR1.41
This FundSBI Tax Advantage Fund - Series II Growth042.27 CR1.46
Fund Name1Y3Y
This FundBank of India Mid Cap Tax Fund Series 1 Growth15.865872.0172
This FundSundaram Long Term Tax Advantage Fund - Series III Growth15.537872.346
This FundICICI Prudential R.I.G.H.T. Fund Growth10.6102111.0608
This FundSBI Tax Advantage Fund - Series II Growth33.5864130.2485

FAQs

Sundaram Long Term Tax Advantage Fund - Series III Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Sundaram Long Term Tax Advantage Fund - Series III Growth is 1.4. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Sundaram Long Term Tax Advantage Fund - Series III Growth’s fund performance is as follows:
  • 1 Month : 14.02%
  • 6 Months : 0.58%
  • 1 Year : 15.54%
  • 3 Years : 19.89%
Returns of Sundaram Long Term Tax Advantage Fund - Series III Growth are updated daily based on NAV of ₹ 29.6030 as on Apr 22,2026. Since inception, the return has been 72.35%.

You can invest in Sundaram Long Term Tax Advantage Fund - Series III Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Sundaram Long Term Tax Advantage Fund - Series III Growth is ₹29 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Sundaram Long Term Tax Advantage Fund - Series III Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500