Sundaram Long Term Tax Advantage Fund Series III Direct Growth

Equity
ELSS
Very High Risk
3Y Lock In
+20.34%
3Y annualised
-0.05% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 20 Nov 2025
₹30.04
Rating
NA
Min. SIP amount
Not Supported
Fund size
₹35.11Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (38)

NameSectorInstrumentAssets
HealthcareEquity6.17%
TechnologyEquity5.26%
AutomobileEquity4.97%
Capital GoodsEquity4.17%
FinancialEquity3.97%
FinancialEquity3.92%
Consumer DiscretionaryEquity3.74%
ServicesEquity3.65%
ServicesEquity3.62%
Consumer StaplesEquity3.50%
Capital GoodsEquity3.47%
ChemicalsEquity3.09%
HealthcareEquity3.07%
TechnologyEquity2.66%
FinancialEquity2.61%
HealthcareEquity2.57%
HealthcareEquity2.57%
FinancialEquity2.42%
ConstructionEquity2.36%
ServicesEquity2.36%
FinancialEquity2.30%
FinancialEquity2.00%
ServicesEquity1.88%
ConstructionEquity1.73%
FinancialEquity1.54%
TechnologyEquity1.45%
Metals & MiningEquity1.45%
ServicesEquity1.38%
HealthcareEquity1.33%
ConstructionEquity1.30%
TechnologyEquity1.21%
Consumer StaplesEquity1.13%
TextilesEquity1.07%
Metals & MiningEquity1.05%
ConstructionEquity1.04%
Consumer DiscretionaryEquity0.91%
Metals & MiningEquity0.59%
Metals & MiningEquity0.37%
See All

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Returns and rankings

Category: Equity ELSS
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns8.8%20.3%30.0%15.5%
Category average7.4%18.4%24.1%NA
Rank with in category732NA
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Peer Comparison

Expense ratio, exit load and tax

Expense ratio: 1.18%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

Understand terms
Check past data

Fund management

Rohit Seksaria
Apr 2019 - Present
View details

Education
Mr. Seksaria is CS, CA & has done MBA from IIM Ahmedabad
Experience
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.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NA
Sundaram Mutual Fund
Asset Management Company
Custodian
Stock Holding Corp. of India Ltd.
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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