Sundaram Long Term Tax Advantage Fund Series III Direct Growth

Equity
ELSS
Very High Risk
3Y Lock In
+18.70%
3Y annualised
-0.68% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 18 Dec 2025
₹28.90
Rating
NA
Min. SIP amount
Not Supported
Fund size
₹34.30Cr

Returns calculator

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

Holdings (42)

NameSectorInstrumentAssets
HealthcareEquity6.20%
AutomobileEquity4.81%
TechnologyEquity4.63%
Consumer DiscretionaryEquity4.35%
FinancialEquity4.27%
Capital GoodsEquity4.15%
FinancialEquity4.00%
Capital GoodsEquity3.65%
ServicesEquity3.25%
Consumer StaplesEquity3.14%
TechnologyEquity3.03%
HealthcareEquity2.92%
FinancialEquity2.89%
FinancialEquity2.79%
HealthcareEquity2.77%
ServicesEquity2.48%
FinancialEquity2.40%
Capital GoodsEquity2.37%
ChemicalsEquity2.24%
ConstructionEquity2.24%
ServicesEquity2.14%
FinancialEquity1.98%
ServicesEquity1.90%
HealthcareEquity1.80%
ConstructionEquity1.72%
FinancialEquity1.53%
HealthcareEquity1.45%
TechnologyEquity1.38%
Metals & MiningEquity1.36%
ServicesEquity1.35%
TechnologyEquity1.26%
Consumer StaplesEquity1.22%
ConstructionEquity1.14%
ConstructionEquity1.10%
Consumer StaplesEquity1.00%
Metals & MiningEquity0.99%
Consumer DiscretionaryEquity0.87%
TextilesEquity0.83%
Capital GoodsEquity0.71%
Metals & MiningEquity0.57%
Metals & MiningEquity0.40%
Metals & MiningEquity0.30%
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-1.2%18.7%26.0%14.7%
Category average-1.1%17.3%21.6%NA
Rank with in category652NA
Understand terms

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

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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