| Risk | Moderately High |
|---|---|
| Min SIP Amount | Not Supported |
| Expense Ratio | 1.26% |
| NAV | ₹7.57 (27 Oct 2020) |
|---|---|
| Fund Started | 28 Mar 2018 |
| Fund Size | ₹39 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Navin Fluorine International Ltd. | Chemicals | Equity | 5.5% |
| Rossari Biotech Ltd. | Chemicals | Equity | 4.9% |
| Thyrocare Technologies Ltd. | Healthcare | Equity | 3.8% |
| Timken India Ltd. | Engineering | Equity | 3.1% |
| Heidelberg Cement India Ltd. | Construction | Equity | 3.0% |
| JK Cement Ltd | Construction | Equity | 3.0% |
| Hikal Ltd. | Healthcare | Equity | 2.8% |
| MM Forgings Ltd. | Metals | Equity | 2.5% |
| India Cements Ltd. | Construction | Equity | 2.3% |
| Orient Electric Ltd. | Engineering | Equity | 2.3% |
Sundaram Long Term Tax Advantage Fund Series III Direct Dividend is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 28 Mar 2018. S Krishnakumar, Dwijendra Srivastava is the Current Fund Manager of Sundaram Long Term Tax Advantage Fund Series III Direct Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹39 Cr and the Latest NAV as of 27 Oct 2020 is ₹7.57.
The Sundaram Long Term Tax Advantage Fund Series III Direct Dividend is rated Moderately High risk.
The scheme seeks to generate capital appreciation over a period of ten years by investing predominantly in equity and equity-related instruments of companies along with income tax benefit.