Sundaram Long Term Tax Advantage Fund Series III Growth

Equity
ELSS
Very High Risk
3Y Lock In
+19.21%
3Y annualised
-0.54% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 24 Sep 2025
₹28.56
Rating
NA
Min. SIP amount
Not Supported
Fund size
₹33.46Cr

Return calculator

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

Holdings (39)

NameSectorInstrumentAssets
HealthcareEquity5.74%
TechnologyEquity5.45%
Capital GoodsEquity4.58%
ServicesEquity4.38%
AutomobileEquity4.08%
Consumer DiscretionaryEquity3.93%
FinancialEquity3.61%
Consumer StaplesEquity3.49%
Capital GoodsEquity3.44%
FinancialEquity3.43%
HealthcareEquity3.33%
ServicesEquity3.04%
ConstructionEquity2.77%
HealthcareEquity2.76%
ChemicalsEquity2.67%
FinancialEquity2.42%
HealthcareEquity2.42%
ServicesEquity2.30%
FinancialEquity2.24%
TechnologyEquity2.24%
ServicesEquity2.13%
FinancialEquity2.00%
FinancialEquity1.94%
FinancialEquity1.90%
ConstructionEquity1.80%
ServicesEquity1.75%
TechnologyEquity1.64%
HealthcareEquity1.46%
TextilesEquity1.44%
FinancialEquity1.31%
Metals & MiningEquity1.28%
TechnologyEquity1.25%
ConstructionEquity1.21%
Consumer StaplesEquity1.17%
Metals & MiningEquity1.02%
ConstructionEquity0.98%
Consumer DiscretionaryEquity0.92%
Metals & MiningEquity0.62%
Metals & MiningEquity0.40%
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-3.3%19.2%32.4%15.0%
Category average-3.3%18.0%26.6%NA
Rank with in category543NA
Understand terms

Peer Comparison

Equity, ELSS fundsRating1Y3YFund Size(Cr)
5
-4.5%24.2%29,937.40
5
1.1%22.6%16,525.28
4
-5.2%19.1%6,537.22
5
1.7%18.4%5,524.49
4
-4.9%18.1%14,934.46

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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