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NAV: 25 Sep 2025
₹27.14
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)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
Aster DM Healthcare Ltd. | Healthcare | Equity | 5.74% |
Affle 3I Ltd. | Technology | Equity | 5.45% |
KSB Ltd. | Capital Goods | Equity | 4.58% |
Sapphire Foods India Ltd. | Services | Equity | 4.38% |
TVS Holdings Ltd. | Automobile | Equity | 4.08% |
Safari Industries (India) Ltd. | Consumer Discretionary | Equity | 3.93% |
CSB Bank Ltd. | Financial | Equity | 3.61% |
Greenpanel Industries Ltd. | Consumer Staples | Equity | 3.49% |
Kei Industries Ltd. | Capital Goods | Equity | 3.44% |
Ujjivan Small Finance Bank Ltd. | Financial | Equity | 3.43% |
Procter & Gamble Health Ltd. | Healthcare | Equity | 3.33% |
Multi Commodity Exchange Of India Ltd. | Services | Equity | 3.04% |
JK Cement Ltd. | Construction | Equity | 2.77% |
JB Chemicals & Pharmaceuticals Ltd. | Healthcare | Equity | 2.76% |
Navin Fluorine International Ltd. | Chemicals | Equity | 2.67% |
Angel One Ltd. | Financial | Equity | 2.42% |
Laurus Labs Ltd. | Healthcare | Equity | 2.42% |
PVR Inox Ltd. | Services | Equity | 2.30% |
Equitas Small Finance Bank Ltd. | Financial | Equity | 2.24% |
RateGain Travel Technologies Ltd. | Technology | Equity | 2.24% |
SIS Ltd. | Services | Equity | 2.13% |
Can Fin Homes Ltd. | Financial | Equity | 2.00% |
CreditAccess Grameen Ltd. | Financial | Equity | 1.94% |
Cholamandalam Financial Holdings Ltd. | Financial | Equity | 1.90% |
RHI Magnesita India Ltd. | Construction | Equity | 1.80% |
Westlife Foodworld Ltd. | Services | Equity | 1.75% |
R Systems International Ltd. | Technology | Equity | 1.64% |
Natco Pharma Ltd. | Healthcare | Equity | 1.46% |
Ganesha Ecosphere Ltd. | Textiles | Equity | 1.44% |
PNB Housing Finance Ltd. | Financial | Equity | 1.31% |
Tata Steel Ltd. | Metals & Mining | Equity | 1.28% |
Birlasoft Ltd. | Technology | Equity | 1.25% |
Brigade Enterprises Ltd. | Construction | Equity | 1.21% |
Century Plyboards (India) Ltd. | Consumer Staples | Equity | 1.17% |
Grindwell Norton Ltd. | Metals & Mining | Equity | 1.02% |
The Phoenix Mills Ltd. | Construction | Equity | 0.98% |
Butterfly Gandhimathi Appliances Ltd. | Consumer Discretionary | Equity | 0.92% |
Carborundum Universal Ltd. | Metals & Mining | Equity | 0.62% |
MM Forgings Ltd. | Metals & Mining | Equity | 0.40% |
See All
Minimum investment amounts
| Min. for 1st investment | Not Supported |
| Min. for 2nd investment onwards | Not Supported |
| Min. for SIP | Not Supported |
Returns and rankings
Category: Equity ELSS
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | -3.0% | 19.2% | 32.0% | 15.0% |
| Category average | -3.8% | 17.7% | 26.5% | NA |
| Rank with in category | 5 | 4 | 3 | NA |
Understand terms
Peer Comparison
| Equity, ELSS funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
SBI ELSS Tax Saver Fund IDCW | 5 | -5.1% | 24.0% | 29,937.40 |
HDFC ELSS Tax Saver Fund IDCW | 5 | 0.2% | 22.4% | 16,525.28 |
DSP ELSS Tax Saver Fund IDCW | 4 | -4.4% | 19.5% | 16,474.93 |
Franklin India ELSS Tax Saver Fund IDCW | 4 | -5.7% | 18.9% | 6,537.22 |
Nippon India ELSS Tax Saver Fund IDCW | 4 | -5.5% | 17.8% | 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 SeksariaApr 2019 - PresentView details
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
NAWebsite
www.sundarammutual.com
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,
Email
[email protected]Website
www.karvymfs.comCompare funds
Sundaram Long Term Tax Advantage Fund Series III IDCW
VS
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