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Sundaram Long Term Tax Advantage Fund Series III Growth
+19.89%
3Y annualised
-0.62% 1D
NAV: 23 Apr '26
₹29.42
Min. for SIP
Not Supported
Fund size (AUM)
₹28.88 Cr
Expense ratio
1.18%
Rating
--
Holdings (41)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Aster DM Healthcare Ltd. | Healthcare | Equity | 7.42% |
| TVS Holdings Ltd. | Automobile | Equity | 5.56% |
| KSB Ltd. | Capital Goods | Equity | 5.12% |
| Affle 3I Ltd. | Technology | Equity | 4.80% |
| Ujjivan Small Finance Bank Ltd. | Financial | Equity | 4.70% |
| CSB Bank Ltd. | Financial | Equity | 3.93% |
| MTAR Technologies Ltd. | Capital Goods | Equity | 3.85% |
| Eternal Ltd. | Services | Equity | 3.29% |
| Safari Industries (India) Ltd. | Consumer Discretionary | Equity | 3.04% |
| Procter & Gamble Health Ltd. | Healthcare | Equity | 2.90% |
| Angel One Ltd. | Financial | Equity | 2.89% |
| Equitas Small Finance Bank Ltd. | Financial | Equity | 2.68% |
| Greenpanel Industries Ltd. | Consumer Staples | Equity | 2.56% |
| Can Fin Homes Ltd. | Financial | Equity | 2.56% |
| JB Chemicals & Pharmaceuticals Ltd. | Healthcare | Equity | 2.46% |
| JK Cement Ltd. | Construction | Equity | 2.35% |
| Sapphire Foods India Ltd. | Services | Equity | 2.34% |
| RateGain Travel Technologies Ltd. | Technology | Equity | 2.22% |
| PVR Inox Ltd. | Services | Equity | 2.18% |
| SIS Ltd. | Services | Equity | 1.92% |
| Natco Pharma Ltd. | Healthcare | Equity | 1.91% |
| Kei Industries Ltd. | Capital Goods | Equity | 1.81% |
| Cholamandalam Financial Holdings Ltd. | Financial | Equity | 1.74% |
| PNB Housing Finance Ltd. | Financial | Equity | 1.52% |
| Brigade Enterprises Ltd. | Construction | Equity | 1.51% |
| RHI Magnesita India Ltd. | Construction | Equity | 1.49% |
| Landmark Cars Ltd. | Services | Equity | 1.43% |
| Westlife Foodworld Ltd. | Services | Equity | 1.36% |
| Birlasoft Ltd. | Technology | Equity | 1.31% |
| Shivalik Bimetal Controls Ltd. | Capital Goods | Equity | 1.28% |
| Century Plyboards (India) Ltd. | Consumer Staples | Equity | 1.27% |
| Amber Enterprises India Ltd. | Consumer Discretionary | Equity | 1.22% |
| Neogen Chemicals Ltd. | Chemicals | Equity | 1.20% |
| Grindwell Norton Ltd. | Metals & Mining | Equity | 1.02% |
| R Systems International Ltd. | Technology | Equity | 0.96% |
| Aavas Financiers Ltd. | Financial | Equity | 0.94% |
| Ganesha Ecosphere Ltd. | Textiles | Equity | 0.91% |
| Venus Pipes & Tubes Ltd. | Metals & Mining | Equity | 0.90% |
| E.I.D. - Parry (India) Ltd. | Consumer Staples | Equity | 0.89% |
| Butterfly Gandhimathi Appliances Ltd. | Consumer Discretionary | Equity | 0.87% |
| Carborundum Universal Ltd. | Metals & Mining | Equity | 0.61% |
See All
Minimum investments
Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported
Returns and rankings
Annualised returns
Absolute returns
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | +14.1% | +19.9% | +23.6% | +14.3% |
| Category average (Equity ELSS) | +2.2% | +18.5% | +21.7% | -- |
| Rank (Equity ELSS) | 1 | 3 | 1 | -- |
Exit load, stamp duty and tax
Exit load
Nil
Stamp duty on investment: 0.005% (from July 1st, 2020)
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.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
Motilal Oswal ELSS Tax Saver Fund Growth | +11.47% | +25.20% | 3,968.68 | |
SBI ELSS Tax Saver Fund Growth | +2.79% | +21.85% | 28,441.43 | |
WhiteOak Capital ELSS Tax Saver Fund Growth | +1.80% | +19.62% | 402.93 | |
HDFC ELSS Tax Saver Fund Growth | -0.83% | +18.87% | 14,615.19 | |
Parag Parikh ELSS Tax Saver Fund Growth | -3.78% | +13.72% | 5,260.64 | |
| Compare | ||||
Fund management
DSDwijendra SrivastavaDec 2017 - PresentView details
DS
Dwijendra Srivastava
Dec 2017 - Present
View details
RSRohit SeksariaApr 2019 - PresentView details
RS
Rohit Seksaria
Apr 2019 - Present
View details
About Sundaram Long Term Tax Advantage Fund Series III Growth
Sundaram Long Term Tax Advantage Fund Series III Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. Dwijendra Srivastava is the Current Fund Manager of Sundaram Long Term Tax Advantage Fund Series III Growth fund. The fund currently has an Asset Under Management(AUM) of ₹67,022 Cr and the Latest NAV as of 23 Apr 2026 is ₹29.42.
The Sundaram Long Term Tax Advantage Fund Series III Growth is rated Very High risk.
;
Investment Objective
The scheme seeks to generate capital appreciation over a period of ten years by investing predominantly in equity and equity-related instruments of companies along with income tax benefit.
Fund benchmarkBSE 500 Total Return Index
Fund house
Rank (total assets)#17 in India
Total AUM₹67,021.82 Cr
Date of Incorporation26 Feb 1996
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,