Sundaram Long Term Tax Advantage Fund Series III Growth

Equity
ELSS
Very High Risk
3Y Lock In
18.78%
3Y annualised
+0.25% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 03 Sep 2025
₹28.18
Rating
NA
Min. SIP amount
Not Supported
Fund size
₹34.34Cr

Return calculator

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

Holdings (39)

NameSectorInstrumentAssets
HealthcareEquity5.63%
TechnologyEquity5.45%
Capital GoodsEquity4.53%
ServicesEquity4.13%
FinancialEquity4.08%
AutomobileEquity3.86%
Consumer DiscretionaryEquity3.75%
Consumer StaplesEquity3.70%
FinancialEquity3.47%
Capital GoodsEquity3.38%
ConstructionEquity3.37%
ServicesEquity3.08%
HealthcareEquity3.00%
ChemicalsEquity2.80%
FinancialEquity2.78%
HealthcareEquity2.76%
FinancialEquity2.58%
HealthcareEquity2.41%
ServicesEquity2.22%
FinancialEquity2.04%
FinancialEquity2.02%
ServicesEquity2.00%
TechnologyEquity1.87%
ConstructionEquity1.86%
ServicesEquity1.73%
FinancialEquity1.69%
FinancialEquity1.67%
HealthcareEquity1.58%
TextilesEquity1.57%
TechnologyEquity1.45%
TechnologyEquity1.30%
ConstructionEquity1.29%
Metals & MiningEquity1.28%
Consumer StaplesEquity1.12%
Metals & MiningEquity0.98%
ConstructionEquity0.94%
Consumer DiscretionaryEquity0.88%
Metals & MiningEquity0.62%
Metals & MiningEquity0.42%
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 returns-2.4%18.8%30.8%14.9%
Category average-3.2%17.4%25.5%NA
Rank with in category445NA
Understand terms

Peer Comparison

Equity, ELSS fundsRating1Y3YFund Size(Cr)
5
-3.4%23.5%30,271.16
5
2.1%21.6%16,579.03
5
2.6%18.6%5,538.01
4
-3.6%18.3%6,705.56
4
-3.2%17.2%15,338.90

Expense ratio, exit load and tax

Expense ratio: 1.41%

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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