Sundaram Long Term Tax Advantage Fund - Series III Growth Return

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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 ₹ & Lump. ₹500

AUM (Fund size)

₹35 Cr

Lock In Period

3 Years

Expense Ratio

1.22

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(%)
1M-3.38-1.747.41
6M15.882.4724.27
1Y7.223.0578.49
3Y11.6612.27130.26

Portfolio Analysis

  • Equity: 95.22%
  • Debt: 4.78%
  • Others
As on: 2026-08-31
View allocation % by

1. Ujjivan Small Finance Bank Ltd5.32%
2. CSB Bank Ltd3.27%
3. Equitas Small Finance Bank Limited3.16%

1. Aster DM Healthcare Ltd6.91%

1. MTAR Technologies Ltd6.46%

1. Rate Gain Travel Technologies Ltd3.93%
2. Birlasoft Ltd0.95%
3. R Systems International Ltd0.83%

1. Procter & Gamble Health Ltd2.88%
2. Natco Pharma Ltd1.37%
3. Granules India Ltd0.99%

1. Can Fin Homes Ltd2.12%
2. PNB Housing Finance Ltd1.91%
3. Aavas Financiers Ltd0.91%

1. Angel One Ltd3.01%
2. Cholamandalam Financial Holdings Ltd1.56%

1. Affle (IndiLtd4.37%

1. TVS Holdings Ltd4.36%

1. Sapphire Foods India Ltd3.01%
2. Westlife Foodworld Ltd1.33%

1. KSB LTD4.28%

1. Green Panel Industries Ltd2.93%
2. Century Plyboards (IndiLtd1.13%

1. Eternal Ltd (Previously Zomato Ltd)3.90%

1. Brigade Enterprises Ltd2.98%

1. Safari Industries (IndiLtd2.66%

1. SIS Ltd2.42%

1. Interglobe Aviation Ltd2.02%

1. JK Cement Ltd1.96%

1. Landmark Cars Ltd1.68%

1. Grindwell Norton Ltd1.26%
2. Carborundum Universal Ltd0.27%

1. Venus Pipes & Tubes Ltd1.37%

1. RHI Magnesita India Ltd1.35%

1. EID Parry India Ltd1.30%

1. Shivalik Bimetal Controls Ltd1.21%

1. Amber Enterprises India Ltd1.17%

1. Elecon Engineering Company Ltd1.01%
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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 ₹35 Crore. The fund benchmarks its performance against the BSE 500 Total Return while maintaining an expense ratio of 1.22. 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 Growth034 CR1.22
ICICI Prudential R.I.G.H.T. Fund Growth041 CR1.41
SBI Tax Advantage Fund - Series II Growth042 CR1.46
Fund Name1Y3Y
This FundSundaram Long Term Tax Advantage Fund - Series III Growth7.219239.2066
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 1.22. 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 : -3.38%
  • 6 Months : 15.88%
  • 1 Year : 7.22%
  • 3 Years : 11.66%
Returns of Sundaram Long Term Tax Advantage Fund - Series III Growth are updated daily based on NAV of ₹ 30.3753 as on Oct 01,2026. Since inception, the return has been 39.21%.

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 ₹35 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.
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