Sundaram Long Term Tax Advantage Fund Series III Direct Growth

Equity
Tax Planning
Very High Risk
3Y Lock In
23.46%
3Y annualised
-0.44% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 12 Dec 2024₹29.82
Min. SIP amountNot Supported
RatingNA
Fund size₹39.21Cr

Return calculator

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

Returns and rankings

Category: Equity Tax Planning
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns22.3%23.5%30.9%17.7%
Category average28.3%19.7%26.3%NA
Rank with in category1415NA
Understand terms

Holdings (38)

NameSectorInstrumentAssets
ServicesEquity7.08%
Consumer StaplesEquity4.48%
Capital GoodsEquity4.33%
Consumer DiscretionaryEquity4.24%
Capital GoodsEquity3.96%
TechnologyEquity3.92%
ServicesEquity3.84%
AutomobileEquity3.83%
HealthcareEquity3.79%
FinancialEquity2.99%
TechnologyEquity2.93%
ServicesEquity2.87%
Capital GoodsEquity2.81%
HealthcareEquity2.80%
FinancialEquity2.79%
FinancialEquity2.78%
FinancialEquity2.73%
ChemicalsEquity2.61%
HealthcareEquity2.44%
ServicesEquity2.37%
HealthcareEquity2.16%
FinancialEquity2.16%
ConstructionEquity2.01%
ConstructionEquity2.00%
Consumer StaplesEquity1.90%
FinancialEquity1.68%
TechnologyEquity1.67%
ServicesEquity1.65%
TechnologyEquity1.54%
Consumer DiscretionaryEquity1.39%
ConstructionEquity1.38%
Metals & MiningEquity1.29%
FinancialEquity1.21%
ServicesEquity1.14%
Metals & MiningEquity1.10%
ConstructionEquity0.88%
Metals & MiningEquity0.84%
Metals & MiningEquity0.55%
See All

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

Minimum investment amounts

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

Fund management

Dwijendra Srivastava
Dec 2017 - Present
View details

Education
Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.
Experience
Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
Also manages these schemes

Sudhir Kedia
Jan 2022 - Present
View details

Education
Mr. Kedia is CA, CMA and MBA.
Experience
Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, Mirae Asset Mutual Fund and ASK investment.
Also manages these schemes

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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