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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

1.18

Exit Load

Nil

Benchmark

BSE 500 Total Return

Summary

Sundaram Long Term Tax Advantage Fund - Series III Growth NAV is ₹29.6042 as of 3 Jun, 2026. Sundaram Long Term Tax Advantage Fund - Series III Growth has delivered 62.26% returns since its launch. The minimum SIP investment amount in Sundaram Long Term Tax Advantage Fund - Series III Growth is ₹0. The AUM of Sundaram Long Term Tax Advantage Fund - Series III Growth is ₹34 Cr. The expense ratio of the fund is 1.18%, and its benchmark is BSE 500 Total Return. The current exit load of the fund is Nil. In the last 1M months, Sundaram Long Term Tax Advantage Fund - Series III Growth has delivered 0.88% returns.

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

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.880.217.41
6M3.851.6624.27
1Y10.555.0278.49
3Y17.5114.39130.26

Portfolio Analysis

  • Equity: 95.85%
  • Debt: 4.14%
  • Others
As on: 2026-04-30
View allocation % by

1. Ujjivan Small Finance Bank Ltd4.51%
2. CSB Bank Ltd3.75%
3. Equitas Small Finance Bank Limited2.95%

1. Aster DM Healthcare Ltd6.61%

1. Procter & Gamble Health Ltd2.69%
2. JB Chemicals & Pharmaceuticals Ltd2.08%
3. Natco Pharma Ltd1.83%

1. Affle (IndiLtd4.01%
2. PVR INOX Ltd2.16%

1. MTAR Technologies Ltd6.11%

1. KSB LTD5.35%

1. Can Fin Homes Ltd2.38%
2. PNB Housing Finance Ltd1.79%
3. Aavas Financiers Ltd1.03%

1. Angel One Ltd3.34%
2. Cholamandalam Financial Holdings Ltd1.69%

1. TVS Holdings Ltd4.84%

1. Rate Gain Travel Technologies Ltd2.60%
2. Birlasoft Ltd1.24%
3. R Systems International Ltd0.92%

1. Green Panel Industries Ltd2.92%
2. Century Plyboards (IndiLtd1.23%

1. Sapphire Foods India Ltd2.72%
2. Westlife Foodworld Ltd1.14%

1. Zomato Ltd3.02%

1. Safari Industries (IndiLtd2.56%

1. JK Cement Ltd2.08%

1. SIS Ltd2.07%

1. Amber Enterprises India Ltd1.27%
2. Butterfly Gandhimathi Appliances Ltd0.75%

1. Shivalik Bimetal Controls Ltd1.68%

1. Grindwell Norton Ltd1.02%
2. Carborundum Universal Ltd0.64%

1. Brigade Enterprises Ltd1.56%

1. RHI Magnesita India Ltd1.52%

1. Neogen Chemicals Ltd1.51%

1. Landmark Cars Ltd1.35%

1. Elecon Engineering Company Ltd1.28%

1. Venus Pipes & Tubes Ltd1.19%

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 1.18. 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
Bank of India Mid Cap Tax Fund Series 1 Growth063.23 CR1.18
Sundaram Long Term Micro Cap Tax Advantage Fund - Series V Growth030.56 CR1.17
Sundaram Long Term Tax Advantage Fund - Series III Growth033.9 CR1.18
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 FundBank of India Mid Cap Tax Fund Series 1 Growth7.852861.9943
This FundSundaram Long Term Micro Cap Tax Advantage Fund - Series V Growth8.716562.1185
This FundSundaram Long Term Tax Advantage Fund - Series III Growth10.552362.2582
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 1.18. 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 : 0.88%
  • 6 Months : 3.85%
  • 1 Year : 10.55%
  • 3 Years : 17.51%
Returns of Sundaram Long Term Tax Advantage Fund - Series III Growth are updated daily based on NAV of ₹ 29.6042 as on Jun 01,2026. Since inception, the return has been 62.26%.

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.