Sundaram Long Term Tax Advantage Fund - Series III Growth Return

  • 1M
  • 3M
  • 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 ₹ & Lump. ₹500

AUM (Fund size)

₹34 Cr

Lock In Period

3 Years

Expense Ratio

1.24

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-8.86-2.017.41
6M-3.24-0.0924.27
1Y-1.931.6778.49
3Y8.5610.86130.26

Portfolio Analysis

  • Equity: 96.64%
  • Debt: 3.35%
  • Others
As on: 2026-09-30
View allocation % by

1. Ujjivan Small Finance Bank Ltd5.38%
2. CSB Bank Ltd3.07%
3. Equitas Small Finance Bank Limited3.05%
4. Bandhan Bank Ltd1.12%

1. MTAR Technologies Ltd7.41%

1. Aster DM Healthcare Ltd6.60%

1. Rate Gain Travel Technologies Ltd3.69%
2. R Systems International Ltd0.99%
3. Birlasoft Ltd0.92%

1. Procter & Gamble Health Ltd2.88%
2. Natco Pharma Ltd1.39%
3. Granules India Ltd1.05%

1. Can Fin Homes Ltd1.99%
2. PNB Housing Finance Ltd1.93%
3. Aavas Financiers Ltd0.91%

1. KSB LTD4.70%

1. Angel One Ltd2.98%
2. Cholamandalam Financial Holdings Ltd1.51%

1. Affle (IndiLtd4.28%

1. Sapphire Foods India Ltd2.82%
2. Westlife Foodworld Ltd1.42%

1. Green Panel Industries Ltd3.10%
2. Century Plyboards (IndiLtd1.06%

1. TVS Holdings Ltd4.13%

1. Eternal Ltd (Previously Zomato Ltd)3.94%

1. Brigade Enterprises Ltd2.71%

1. Safari Industries (IndiLtd2.60%

1. SIS Ltd2.45%

1. JK Cement Ltd2.01%

1. Interglobe Aviation Ltd1.99%

1. Venus Pipes & Tubes Ltd1.86%

1. Landmark Cars Ltd1.60%

1. RHI Magnesita India Ltd1.45%

1. Clean Science & Technology Ltd1.44%

1. Grindwell Norton Ltd1.29%

1. Elecon Engineering Company Ltd1.17%

1. EID Parry India Ltd1.15%

1. Amber Enterprises India Ltd1.06%
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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 ₹34 Crore. The fund benchmarks its performance against the BSE 500 Total Return while maintaining an expense ratio of 1.24. 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.

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 1.24. 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 : -8.86%
  • 6 Months : -3.24%
  • 1 Year : -1.93%
  • 3 Years : 8.56%
Returns of Sundaram Long Term Tax Advantage Fund - Series III Growth are updated daily based on NAV of ₹ 28.0184 as on Oct 23,2026. Since inception, the return has been 27.93%.

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.
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