Sundaram Long Term Tax Advantage Fund Series III Direct Growth

Equity
ELSS
Very High Risk
3Y Lock In
27.45%
3Y annualised
+0.57% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 20 Jun 2025₹28.67
Min. SIP amountNot Supported
RatingNA
Fund size₹33.41Cr

Return calculator

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

Holdings (37)

NameSectorInstrumentAssets
ServicesEquity5.53%
HealthcareEquity5.35%
TechnologyEquity4.97%
Capital GoodsEquity4.70%
ServicesEquity4.27%
Consumer DiscretionaryEquity4.24%
AutomobileEquity4.09%
FinancialEquity3.64%
FinancialEquity3.46%
FinancialEquity3.34%
Consumer StaplesEquity3.30%
Capital GoodsEquity3.26%
HealthcareEquity3.01%
ConstructionEquity2.86%
FinancialEquity2.84%
HealthcareEquity2.69%
ChemicalsEquity2.43%
ServicesEquity2.35%
FinancialEquity2.20%
FinancialEquity2.05%
ServicesEquity2.02%
TechnologyEquity1.94%
FinancialEquity1.82%
ConstructionEquity1.76%
HealthcareEquity1.73%
ServicesEquity1.63%
FinancialEquity1.59%
ConstructionEquity1.44%
TechnologyEquity1.37%
Metals & MiningEquity1.34%
TechnologyEquity1.30%
Consumer StaplesEquity1.22%
Metals & MiningEquity1.17%
Consumer DiscretionaryEquity1.02%
ConstructionEquity1.00%
Metals & MiningEquity0.68%
Metals & MiningEquity0.46%
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 returns0.5%27.4%35.2%15.7%
Category average2.8%24.6%29.1%NA
Rank with in category842NA
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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

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.

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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