Sundaram Long Term Tax Advantage Fund Series III Direct Growth
Get the latest NAV of Sundaram Long Term Tax Advantage Fund Series III Direct Growth. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹27.98
NAV as on 28 May 2025
15.36%/per year
Since Inception
▲▼
Sundaram Long Term Tax Advantage Fund Series III Performance vs. Nifty 500
Fund returns vs Benchmark returns vs Category Average returns as on (28-May-25)
The fund has outperformed the benchmark (Nifty 500) over 3Y, 5Y, but underperformed over 1Y.
Peer comparison
Sundaram Long Term Tax Advantage Fund Series III Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Sundaram Long Term Tax Advantage Fund Series III Asset Allocation
See fund asset allocation details as on (13-May-25)
Fund Distribution
as on (13-May-25)
Equity 95.4%
Debt & Cash 4.6%
Sundaram Long Term Tax Advantage Fund Series III Sector Allocation
See fund sector allocation details as on (13-May-25)
Sector Allocation
Equity 95.4%
Debt & Cash 4.6%
Top 3 Sectors in April were Financial Services, Industrial & Consumer Cyclical
Financial Services
26%
Industrial
17%
Consumer Cyclical
16%
Financial Services
24%
Industrial
18%
Consumer Cyclical
16%
Sundaram Long Term Tax Advantage Fund Series III Holdings Details
as on (30-Apr-25)
Equity
Sundaram Long Term Tax Advantage Fund Series III Direct Growth Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 1.18% |
Benchmark | BSE 500 TRI |
| AUM | ₹31 Cr |
| Inception Date | 28 March, 2018 |
| Min Lumpsum/SIP | --/-- |
| Exit Load | 0% |
| Lock In | 3 Years |
TurnOver | 10.27% |
| STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| Risk |   Very High Risk |
About Sundaram Long Term Tax Advantage Fund Series III
Sundaram Long Term Tax Advantage Fund Series III Direct Growth is an equity fund. This fund was started on 28 March, 2018. The fund is managed by Sudhir Kedia, Rohit Seksaria. The fund could potentially beat inflation in the long-run.
Key Parameters
- Sundaram Long Term Tax Advantage Fund Series III Direct Growth has ₹31 Cr worth of assets under management (AUM) as on Apr 2025 and is less than category average.
- The fund has an expense ratio 1.2.
Returns
Sundaram Long Term Tax Advantage Fund Series III Direct Growth has given a CAGR return of 15.36% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 4.63%, 23.70% and 38.15% respectively.
Holdings
Sundaram Long Term Tax Advantage Fund Series III Direct Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Industrial, Consumer Cyclical, Health, Basic Materials, Communication, Tech, Real Estate. Its top holdings are Multi Commodity Exchange of India Ltd, Aster DM Healthcare Ltd Ordinary Shares, Affle 3i Ltd, Sapphire Foods India Ltd, KSB Ltd
Taxation
As it is a elss (tax savings) mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of Sundaram Long Term Tax Advantage Fund Series III Direct Growth
"The investment objective of the scheme is to generate capital appreciation over a period of ten years by predominantly investing in equity and equity-related instruments of companies that can be termed as micro-cap and from income tax benefit available. For the purpose investment by the scheme ‘micro cap’ stock is defined as one whose market cap is equal to or lower than the 301stStock by market cap (after sorting the securities in the descending order of market capitalization) on the National Stock exchange of India limited, mumbai, at the time of investment. however, there is no guarantee or assurance that the investment objective of the scheme will be achieved"
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 0.00. There is a lock in period for Sundaram Long Term Tax Advantage Fund Series III Direct Growth of 3 Years
Fund Manager
Sudhir Kedia
Fund Manager of Sundaram Long Term Tax Advantage Fund Series III Direct Growth, since 1 January 2022
Rohit Seksaria
Fund Manager of Sundaram Long Term Tax Advantage Fund Series III Direct Growth, since 1 April 2019
- AUM of the fund stands at 31.1 Cr as of Apr'25
- AUM increased by 1 Cr between Apr'25 and Mar'25
More funds from Sundaram
5Y CAGR
▲ 32.40
5Y CAGR
▲ 37.04
5Y CAGR
▲ 33.10
5Y CAGR
▲ 30.38
Frequently Asked Questions for Sundaram Long Term Tax Advantage Fund Series III Direct Growth
How do I invest in Sundaram Long Term Tax Advantage Fund Series III?
- Download the INDmoney app.
- Search for ‘Sundaram Long Term Tax Advantage Fund Series III’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.