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Fund Overview of Sundaram Long Term Tax Advantage Fund Series Iii Regular-growth
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₹33.8 CrAUM
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₹31.30NAV
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1.18%Expense Ratio
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EquityFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of Sundaram Long Term Tax Advantage Fund Series Iii Regular-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 21.27% | NA | 2.82% |
| 6 Months | 11.13% | NA | 12.04% |
| 1 Year | 11.71% | 11.71% | -0.22% |
| 2 Years | 12.72% | 6.17% | 19.10% |
| 3 Years | 60.77% | 17.15% | 18.55% |
| 5 Years | 151.17% | 20.22% | 21.70% |
| 7 Years | 272.21% | 20.65% | NA |
Compare Sundaram Long Term Tax Advantage Fund Series Iii Regular-growth with other mutual funds in the same category
Sundaram Long Term Tax Advantage Fund Series Iii Regular-growth
Sundaram Long Term Tax Advantage Fund Series Iv Direct-growth
Sundaram Long Term Tax Advantage Fund Series Iv Direct-idcw
Asset Allocation
equities
97.01%other assets or cash equivalents
2.99%Sundaram Long Term Tax Advantage Fund Series Iii Regular-growth is one Equity mutual fund offered by Sundaram Mutual Fund. Launched on 28 Mar 2018, the fund aims Capital appreciation over a period of 10 years. Investment in equity and equity related instruments along with income tax benefit It manages assets worth ₹33.8 crore as on Sun May 31, 2026. The expense ratio stands at 1.18%. Fund Manager Manager Education Fund Manager Manager EducationAbout Sundaram Long Term Tax Advantage Fund Series Iii Regular-growth
The portfolio allocation consists of 97.01% in equities, 2.99% in other assets or cash equivalents.Managed by Dwijendra Srivastava, it has delivered a return of 11.71% in the last year, a total return since inception of 14.88%.
Depending on individual goals investors may evaluate best sip investment during the long-term financial strategy.
Key Metrics of Sundaram Long Term Tax Advantage Fund Series Iii Regular-growth
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Standard Deviation18.76%
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Sharpe Ratio0.63%
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Alpha3.44%
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Beta1.05%
Fund Details
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Top Performing Mutual Funds
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| Axis Elss Tax Saver Direct Plan-growth |
₹31,023 | ₹107.53 | 10.63% | 8.24% | 12.78% |
| Axis Elss Tax Saver Fund-growth |
₹31,023 | ₹94.59 | 9.81% | 7.41% | 11.80% |
| Axis Elss Tax Saver Fund-idcw |
₹31,023 | ₹23.16 | 9.81% | 7.41% | 11.80% |
| Axis Elss Tax Saver Direct Plan-idcw |
₹31,023 | ₹49.76 | 10.63% | 8.24% | 12.78% |
| SBI Elss Tax Saver Fund Direct-growth |
₹30,955 | ₹469.42 | 18.65% | 17.32% | 15.29% |
| SBI Elss Tax Saver Fund Regular-growth |
₹30,955 | ₹431.86 | 17.87% | 16.56% | 14.55% |
| SBI Elss Tax Saver Fund Direct Plan-idcw |
₹30,955 | ₹116.27 | 18.65% | 17.32% | 15.29% |
| SBI Elss Tax Saver Fund Regular-idcw |
₹30,955 | ₹87.55 | 17.87% | 16.56% | 14.55% |
| Mirae Asset Elss Tax Saver Fund Regular-growth |
₹25,374 | ₹49.56 | 14.25% | 12.23% | 16.63% |
| Mirae Asset Elss Tax Saver Fund Direct-growth |
₹25,374 | ₹56.57 | 15.36% | 13.43% | 18.09% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Mtar Technologies Ltd | Industrials | 7.48% | ₹2.53 Cr |
| Aster Dm Healthcare Ltd | Healthcare | 6.89% | ₹2.33 Cr |
| Sundaram-clayton Ltd | Consumer Discretionary | 4.62% | ₹1.56 Cr |
| Ksb Ltd | Industrials | 4.33% | ₹1.46 Cr |
| Ujjivan Small Finance Bank Ltd | Financial | 4.33% | ₹1.46 Cr |
| Affle (india) Ltd | Industrials | 4.14% | ₹1.40 Cr |
| Angel One Ltd | Financial | 3.67% | ₹1.24 Cr |
| Repo | Unspecified | 3.59% | ₹1.21 Cr |
| Csb Bank Ltd | Financial | 3.48% | ₹1.18 Cr |
| Rategain Travel Technologies Ltd | Technology | 3.23% | ₹1.09 Cr |
| Procter & Gamble Health Ltd | Healthcare | 3.13% | ₹1.06 Cr |
| Equitas Small Finance Bank Ltd | Financial | 3.10% | ₹1.05 Cr |
| Zomato Ltd | Technology | 3.08% | ₹1.04 Cr |
| Safari Industries (india) Ltd | Consumer Discretionary | 2.73% | ₹0.92 Cr |
| Sapphire Foods India Ltd | Consumer Discretionary | 2.40% | ₹0.81 Cr |
| Greenpanel Industries Ltd | Materials | 2.37% | ₹0.80 Cr |
| Sis Ltd | Industrials | 2.36% | ₹0.80 Cr |
| Can Fin Homes Ltd | Financial | 2.29% | ₹0.77 Cr |
| Jb Chemicals & Pharmaceuticals Ltd | Healthcare | 2.21% | ₹0.75 Cr |
| Shivalik Bimetal Controls Ltd | Industrials | 2.09% | ₹0.71 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Sundaram Long Term Tax Advantage Fund Series Iv Direct-growth |
₹37.38 | 17.74% | 20.62% | - |
| Sundaram Long Term Tax Advantage Fund Series Iv Direct-idcw |
₹34.35 | 17.74% | 20.62% | - |
| Sundaram Long Term Tax Advantage Fund Series Iii Direct-growth |
₹32.37 | 17.42% | 20.50% | - |
| Sundaram Long Term Tax Advantage Fund Series Iii Direct-idcw |
₹30.82 | 17.42% | 20.50% | - |
| Sundaram Long Term Tax Advantage Fund Series Iv Regular-growth |
₹36.59 | 17.50% | 20.36% | - |
| Sundaram Long Term Tax Advantage Fund Series Iv Regular-idcw |
₹33.58 | 17.50% | 20.36% | - |
| Sundaram Long Term Tax Advantage Fund Series Iii Regular-growth |
₹31.30 | 17.15% | 20.22% | - |
| Sundaram Long Term Tax Advantage Fund Series Iii Regular-idcw |
₹29.75 | 17.15% | 20.22% | - |
| Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv Direct-growth |
₹32.14 | 16.60% | 19.86% | - |
| Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv Direct-idcw |
₹30.59 | 16.60% | 19.86% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Sundaram Long Term Tax Advantage Fund Series Iii Regular-growth
What is the current AUM of Sundaram Long Term Tax Advantage Fund Series Iii Regular-growth?
As of Sun May 31, 2026, Sundaram Long Term Tax Advantage Fund Series Iii Regular-growth manages assets worth ₹33.8 crore
How has Sundaram Long Term Tax Advantage Fund Series Iii Regular-growth performed recently?
- 3 Months: 21.27%
- 6 Months: 11.13%
What is the long-term performance of Sundaram Long Term Tax Advantage Fund Series Iii Regular-growth?
- 3 Years CAGR: 17.15%
- 5 Years CAGR: 20.22%
- Since Inception: 14.88%
What is the portfolio composition of Sundaram Long Term Tax Advantage Fund Series Iii Regular-growth?
Equity: 97.01%, Others: 2.99%.
Who manages Sundaram Long Term Tax Advantage Fund Series Iii Regular-growth?
Sundaram Long Term Tax Advantage Fund Series Iii Regular-growth is managed by Dwijendra Srivastava from Sundaram Mutual Fund.
What is the market-cap allocation of Sundaram Long Term Tax Advantage Fund Series Iii Regular-growth?
Large Cap: 3.17%, Mid Cap: 4.64%, Small Cap: 92.19%.
Which are the top companies Sundaram Long Term Tax Advantage Fund Series Iii Regular-growth has invested in?
- MTAR Technologies Ltd – 7.48% of the fund's portfolio
- Aster DM Healthcare Ltd – 6.89% of the fund's portfolio
- Sundaram-Clayton Ltd – 4.62% of the fund's portfolio
- KSB Ltd – 4.33% of the fund's portfolio
- Ujjivan Small Finance Bank Ltd – 4.33% of the fund's portfolio
Which are the major sectors Sundaram Long Term Tax Advantage Fund Series Iii Regular-growth focuses on?
- Industrials – 20.41% of the fund's portfolio
- Financial – 16.87% of the fund's portfolio
- Healthcare – 12.23% of the fund's portfolio
- Consumer Discretionary – 9.76% of the fund's portfolio
- Technology – 6.31% of the fund's portfolio
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Past performance may not be indicative of future results.
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^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.
