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Sundaram Long Term Tax Advantage Fund - Series III Growth Return

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  • 6M
  • 1Y
  • 3Y
  • 5Y
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Showing Funds Performance since Sep 07, 2020

Sundaram Long Term Tax Advantage Fund - Series III Growth Fund Overview

Min. investment

SIP ₹0 & Lump. ₹500

AUM (Fund size)

₹34 Cr

Lock In Period

3 Years

Expense Ratio

1.21

Exit Load

Nil

Benchmark

BSE 500 Total Return

Sundaram Long Term Tax Advantage Fund - Series III Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M5.240.907.41
6M10.292.3924.27
1Y10.154.8878.49
3Y17.3115.19130.26

Portfolio Analysis

  • Equity: 96.98%
  • Debt: 3.02%
  • Others
As on: 2026-05-31
View allocation % by

1. Ujjivan Small Finance Bank Ltd4.33%
2. CSB Bank Ltd3.48%
3. Equitas Small Finance Bank Limited3.10%

1. MTAR Technologies Ltd7.48%

1. Procter & Gamble Health Ltd3.13%
2. JB Chemicals & Pharmaceuticals Ltd2.21%
3. Natco Pharma Ltd1.71%

1. Aster DM Healthcare Ltd6.89%

1. Affle (IndiLtd4.14%
2. PVR INOX Ltd1.95%

1. Angel One Ltd3.67%
2. Cholamandalam Financial Holdings Ltd1.72%

1. Rate Gain Travel Technologies Ltd3.23%
2. Birlasoft Ltd1.08%
3. R Systems International Ltd0.93%

1. Can Fin Homes Ltd2.29%
2. PNB Housing Finance Ltd1.77%
3. Aavas Financiers Ltd1.00%

1. TVS Holdings Ltd4.62%

1. KSB LTD4.33%

1. Green Panel Industries Ltd2.37%
2. Century Plyboards (IndiLtd1.20%

1. Sapphire Foods India Ltd2.40%
2. Westlife Foodworld Ltd1.09%

1. Zomato Ltd3.08%

1. Safari Industries (IndiLtd2.73%

1. SIS Ltd2.36%

1. Shivalik Bimetal Controls Ltd2.09%

1. JK Cement Ltd2.04%

1. Amber Enterprises India Ltd1.21%
2. Butterfly Gandhimathi Appliances Ltd0.83%

1. Grindwell Norton Ltd1.19%
2. Carborundum Universal Ltd0.70%

1. Neogen Chemicals Ltd1.71%

1. RHI Magnesita India Ltd1.53%

1. Elecon Engineering Company Ltd1.29%

1. Brigade Enterprises Ltd1.29%

1. Landmark Cars Ltd1.28%

1. Venus Pipes & Tubes Ltd1.21%

About Fund Sundaram Long Term Tax Advantage Fund - Series III Growth

Sundaram Long Term Tax Advantage Fund - Series III Growth managed by Sundaram Mutual Fund,is a Equity - ELSSscheme with Assets Under Management of ₹34 Crore. The fund benchmarks its performance against the BSE 500 Total Return while maintaining an expense ratio of 1.21. 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
Sundaram Long Term Tax Advantage Fund - Series III Growth033.78 CR1.21
ICICI Prudential R.I.G.H.T. Fund Growth041.44 CR1.41
SBI Tax Advantage Fund - Series II Growth042.27 CR1.46
Fund Name1Y3Y
This FundSundaram Long Term Tax Advantage Fund - Series III Growth10.148461.4581
This FundICICI Prudential R.I.G.H.T. Fund Growth10.6102111.0608
This FundSBI Tax Advantage Fund - Series II Growth33.5864130.2485

Sundaram Long Term Tax Advantage Fund - Series III Growth 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 1.21. 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 : 5.24%
  • 6 Months : 10.29%
  • 1 Year : 10.15%
  • 3 Years : 17.31%
Returns of Sundaram Long Term Tax Advantage Fund - Series III Growth are updated daily based on NAV of ₹ 32.2322 as on Jul 10,2026. Since inception, the return has been 61.46%.

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 ₹34 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.