Sundaram Long Term Tax Advantage Fund Series Iii Regular-idcw

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : -0.15%
NAV: ₹27.66 as on Wed Nov 19, 2025
Fund NAV

Fund Overview of Sundaram Long Term Tax Advantage Fund Series Iii Regular-idcw

  • ₹34.3 Cr
    AUM
  • ₹27.66
    NAV
  • 1.41%
    Expense Ratio
  • Equity
    Fund Category
As on Wed Nov 19, 2025

Returns of Sundaram Long Term Tax Advantage Fund Series Iii Regular-idcw

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months -0.15% NA 2.82%
6 Months 22.36% NA 12.04%
1 Year -1.46% -1.46% -0.22%
2 Years 29.82% 13.94% 19.10%
3 Years 69.55% 19.24% 18.55%
5 Years 291.28% 31.37% 21.70%
7 Years 255.25% 19.85% NA
View More
As on Wed Nov 19, 2025

Asset Allocation

equities

93.87%

other assets or cash equivalents

6.13%
Large Cap: 1.54%
Mid Cap: 16.05%
Small Cap: 82.41%
Other: 0.00%
Top Holdings
Repo
6.62%
Repo
6.62%
Aster Dm Healthcare Ltd
6.17%
Aster Dm Healthcare Ltd
6.17%
Repo
6.15%
 
Top Sectors
Financial
110.47%
Consumer Discretionary
90.36%
Healthcare
78.21%
Industrials
76.74%
Materials
76.66%
Detailed Portfolio Analysis
As on Wed Nov 19, 2025
Invest Now

About Fund

About Sundaram Long Term Tax Advantage Fund Series Iii Regular-idcw

Sundaram Long Term Tax Advantage Fund Series Iii Regular-idcw is one Equity mutual fund offered by Sundaram Mutual Fund. Launched on 28 Mar 2018, the fund aims Capital appreciation over a period of 10 years. Investment in equity and equity related instruments along with income tax benefit It manages assets worth ₹34.3 crore as on Thu Jul 31, 2025. The expense ratio stands at 1.41%.
The portfolio allocation consists of 93.87% in equities, 6.13% in other assets or cash equivalents. Managed by Dwijendra Srivastava, it has delivered a return of -1.46% in the last year, a total return since inception of 15.02%.

Read more
  • Rohit Seksaria

    Fund Manager

  • Mr. Seksaria is CS, CA & has done MBA from IIM Ahmedabad

    Manager Education

  • Dwijendra Srivastava

    Fund Manager

  • Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.

    Manager Education

Key Metrics of Sundaram Long Term Tax Advantage Fund Series Iii Regular-idcw

  • Standard Deviation
    15.48%
  • Sharpe Ratio
    0.75%
  • Alpha
    4.09%
  • Beta
    0.93%

Fund Details

Fund Names Sundaram Long Term Tax Advantage Fund Series Iii Regular-idcw
Inception Date 28 Mar 2018
Lock In 1095
 
Risk Principal at very high risk
More Details
Highest NAV in last 52 weeks & Lowest NAV in last 52 weeks

Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
Quant Elss Tax Saver Fund Direct-growth trend ₹11,649 1.35% 5.28% 6.96% 16.49% 27.67%
Quant Elss Tax Saver Fund-growth trend ₹11,649 1.26% 5.00% 5.77% 15.18% 25.82%
ICICI Prudential Elss Tax Saver Direct Plan - Growth trend ₹14,403 0.67% 3.10% 11.79% 17.26% 20.11%
Canara Robeco Elss Tax Saver Direct- Growth trend ₹8,870 1.17% 3.29% 8.72% 16.39% 19.66%
ICICI Prudential Elss Tax Saver Fund - Growth trend ₹14,403 0.62% 2.94% 11.10% 16.53% 19.33%
Canara Robeco Elss Tax Saver Regular - Growth trend ₹8,870 1.05% 2.99% 7.48% 15.03% 18.21%
Taurus Elss Tax Saver Direct-growth trend ₹78 0.41% 1.60% 6.18% 17.35% 18.02%
Taurus Elss Tax Saver Regular-growth trend ₹78 0.35% 1.44% 5.52% 16.60% 17.26%
Aditya Birla Sun Life Elss Tax Saver Direct-growth trend ₹15,457 0.46% 2.56% 11.63% 15.61% 13.87%
Aditya Birla Sun Life Elss Tax Saver Regular-growth trend ₹15,457 0.39% 2.37% 10.83% 14.74% 13.00%
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increase growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns

More funds from Sundaram Mutual Fund

Fund Names AUM (Cr) 1M 3M 6M 1Yr 3Yr
Sundaram Elss Tax Saver Fund increase ₹1,377 1.35% 2.13% 5.89% 10.68% 15.25%
Sundaram Elss Tax Saver Fund Direct increase ₹1,377 1.40% 2.27% 6.17% 11.26% 15.88%
Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii Direct-growth increase ₹77 0.52% 2.15% 6.94% 5.69% 19.63%
Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii Regular-growth increase ₹77 0.51% 2.10% 6.84% 5.49% 19.41%
Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv Direct - Growth increase ₹36 0.76% 2.30% 7.31% 6.37% 19.95%
Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv Regular - Growth increase ₹36 0.75% 2.28% 7.25% 6.25% 19.81%
Sundaram Long Term Tax Advantage Fund Series Iii Regular - Growth increase ₹34 0.61% 2.76% 8.35% 8.60% 20.16%
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct - Growth increase ₹31 0.53% 2.00% 7.15% 6.63% 19.75%
Sundaram Long Term Tax Advantage Fund Series Ii Direct-growth increase ₹13 3.99% 5.73% 5.87% 13.32% 14.63%
Sundaram Long Term Tax Advantage Fund Series Ii Regular-growth increase ₹13 3.97% 5.67% 5.76% 13.07% 14.38%
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increase growth is based on 1-month returns of the funds

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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
Aditya Birla Sun Life Elss Tax Saver Direct-growth trend ₹15,457 ₹70.07 15.61% 13.87% 12.59%
Aditya Birla Sun Life Elss Tax Saver Regular-growth trend ₹15,457 ₹62.64 14.74% 13.00% 11.59%
ICICI Prudential Elss Tax Saver Direct Plan - Growth trend ₹14,403 ₹1,077.49 17.26% 20.11% 14.55%
ICICI Prudential Elss Tax Saver Fund - Growth trend ₹14,403 ₹968.65 16.53% 19.33% 13.59%
Quant Elss Tax Saver Fund Direct-growth trend ₹11,649 ₹427.61 16.49% 27.67% 21.94%
Quant Elss Tax Saver Fund-growth trend ₹11,649 ₹380.85 15.18% 25.82% 20.63%
Canara Robeco Elss Tax Saver Regular - Growth trend ₹8,870 ₹181.09 15.03% 18.21% 14.95%
Canara Robeco Elss Tax Saver Direct- Growth trend ₹8,870 ₹203.16 16.39% 19.66% 16.13%
Taurus Elss Tax Saver Direct-growth trend ₹78 ₹206.64 17.35% 18.02% 14.64%
Taurus Elss Tax Saver Regular-growth trend ₹78 ₹189.18 16.60% 17.26% 13.81%
View More
Top funds are based on Fund AUM

Detailed Portfolio

Stocks Sector % of Holding Value
RepoUnspecified6.62%₹2.22 Cr
RepoUnspecified6.62%₹2.22 Cr
Aster Dm Healthcare LtdHealthcare6.17%₹2.17 Cr
Aster Dm Healthcare LtdHealthcare6.17%₹2.17 Cr
RepoUnspecified6.15%₹2.16 Cr
RepoUnspecified6.15%₹2.16 Cr
Aster Dm Healthcare LtdHealthcare5.97%₹2.00 Cr
Aster Dm Healthcare LtdHealthcare5.97%₹2.00 Cr
Aster Dm Healthcare LtdHealthcare5.63%₹1.93 Cr
Affle (india) LtdIndustrials5.45%₹1.87 Cr
Affle (india) LtdIndustrials5.55%₹1.86 Cr
Affle (india) LtdIndustrials5.55%₹1.86 Cr
Affle (india) LtdIndustrials5.26%₹1.85 Cr
Affle (india) LtdIndustrials5.26%₹1.85 Cr
Sundaram-clayton LtdConsumer Discretionary4.97%₹1.75 Cr
Sundaram-clayton LtdConsumer Discretionary4.97%₹1.75 Cr
RepoUnspecified4.74%₹1.63 Cr
Ksb LtdIndustrials4.53%₹1.55 Cr
Ksb LtdIndustrials4.54%₹1.52 Cr
Ksb LtdIndustrials4.54%₹1.52 Cr
Sundaram-clayton LtdConsumer Discretionary4.38%₹1.47 Cr
Sundaram-clayton LtdConsumer Discretionary4.38%₹1.47 Cr
Ksb LtdIndustrials4.17%₹1.47 Cr
Ksb LtdIndustrials4.17%₹1.47 Cr
Sapphire Foods India LtdConsumer Discretionary4.13%₹1.42 Cr
Csb Bank LtdFinancial4.08%₹1.40 Cr
Ujjivan Small Finance Bank LtdFinancial3.97%₹1.39 Cr
Ujjivan Small Finance Bank LtdFinancial3.97%₹1.39 Cr
Csb Bank LtdFinancial3.92%₹1.38 Cr
Csb Bank LtdFinancial3.92%₹1.38 Cr
Safari Industries (india) LtdConsumer Discretionary4.01%₹1.34 Cr
Safari Industries (india) LtdConsumer Discretionary4.01%₹1.34 Cr
Sundaram-clayton LtdConsumer Discretionary3.86%₹1.33 Cr
Sapphire Foods India LtdConsumer Discretionary3.93%₹1.32 Cr
Sapphire Foods India LtdConsumer Discretionary3.93%₹1.32 Cr
Safari Industries (india) LtdConsumer Discretionary3.74%₹1.31 Cr
Safari Industries (india) LtdConsumer Discretionary3.74%₹1.31 Cr
Safari Industries (india) LtdConsumer Discretionary3.75%₹1.29 Cr
Sapphire Foods India LtdConsumer Discretionary3.65%₹1.28 Cr
Sapphire Foods India LtdConsumer Discretionary3.65%₹1.28 Cr
Multi Commodity Exchange Of India LtdFinancial3.62%₹1.27 Cr
Multi Commodity Exchange Of India LtdFinancial3.62%₹1.27 Cr
Greenpanel Industries LtdMaterials3.70%₹1.27 Cr
Ujjivan Small Finance Bank LtdFinancial3.71%₹1.25 Cr
Ujjivan Small Finance Bank LtdFinancial3.71%₹1.25 Cr
Csb Bank LtdFinancial3.69%₹1.24 Cr
Csb Bank LtdFinancial3.69%₹1.24 Cr
Greenpanel Industries LtdMaterials3.50%₹1.23 Cr
Greenpanel Industries LtdMaterials3.50%₹1.23 Cr
Kei Industries LtdIndustrials3.65%₹1.23 Cr
Kei Industries LtdIndustrials3.65%₹1.23 Cr
Kei Industries LtdIndustrials3.47%₹1.22 Cr
Kei Industries LtdIndustrials3.47%₹1.22 Cr
Ujjivan Small Finance Bank LtdFinancial3.47%₹1.19 Cr
Greenpanel Industries LtdMaterials3.48%₹1.17 Cr
Greenpanel Industries LtdMaterials3.48%₹1.17 Cr
Kei Industries LtdIndustrials3.38%₹1.16 Cr
Jk Cement LtdMaterials3.37%₹1.16 Cr
Procter & Gamble Health LtdHealthcare3.29%₹1.10 Cr
Procter & Gamble Health LtdHealthcare3.29%₹1.10 Cr
Navin Fluorine International LtdMaterials3.09%₹1.09 Cr
Navin Fluorine International LtdMaterials3.09%₹1.09 Cr
Procter & Gamble Health LtdHealthcare3.07%₹1.08 Cr
Procter & Gamble Health LtdHealthcare3.07%₹1.08 Cr
Multi Commodity Exchange Of India LtdFinancial3.19%₹1.07 Cr
Multi Commodity Exchange Of India LtdFinancial3.19%₹1.07 Cr
Multi Commodity Exchange Of India LtdFinancial3.08%₹1.06 Cr
Procter & Gamble Health LtdHealthcare3.00%₹1.03 Cr
Navin Fluorine International LtdMaterials2.80%₹0.96 Cr
Angel One LtdFinancial2.78%₹0.96 Cr
Jb Chemicals & Pharmaceuticals LtdHealthcare2.76%₹0.95 Cr
Rategain Travel Technologies LtdTechnology2.81%₹0.94 Cr
Rategain Travel Technologies LtdTechnology2.81%₹0.94 Cr
Rategain Travel Technologies LtdTechnology2.66%₹0.93 Cr
Rategain Travel Technologies LtdTechnology2.66%₹0.93 Cr
Jb Chemicals & Pharmaceuticals LtdHealthcare2.73%₹0.92 Cr
Jb Chemicals & Pharmaceuticals LtdHealthcare2.73%₹0.92 Cr
Angel One LtdFinancial2.61%₹0.92 Cr
Angel One LtdFinancial2.61%₹0.92 Cr
Laurus Labs LtdHealthcare2.57%₹0.90 Cr
Laurus Labs LtdHealthcare2.57%₹0.90 Cr
Jb Chemicals & Pharmaceuticals LtdHealthcare2.57%₹0.90 Cr
Jb Chemicals & Pharmaceuticals LtdHealthcare2.57%₹0.90 Cr
Equitas Small Finance Bank LtdFinancial2.58%₹0.89 Cr
Navin Fluorine International LtdMaterials2.63%₹0.88 Cr
Navin Fluorine International LtdMaterials2.63%₹0.88 Cr
Equitas Small Finance Bank LtdFinancial2.54%₹0.85 Cr
Equitas Small Finance Bank LtdFinancial2.54%₹0.85 Cr
Equitas Small Finance Bank LtdFinancial2.42%₹0.85 Cr
Equitas Small Finance Bank LtdFinancial2.42%₹0.85 Cr
Jk Cement LtdMaterials2.50%₹0.84 Cr
Jk Cement LtdMaterials2.50%₹0.84 Cr
Jk Cement LtdMaterials2.36%₹0.83 Cr
Jk Cement LtdMaterials2.36%₹0.83 Cr
Pvr LtdConsumer Discretionary2.36%₹0.83 Cr
Pvr LtdConsumer Discretionary2.36%₹0.83 Cr
Laurus Labs LtdHealthcare2.41%₹0.83 Cr
Can Fin Homes LtdFinancial2.30%₹0.81 Cr
Can Fin Homes LtdFinancial2.30%₹0.81 Cr
Laurus Labs LtdHealthcare2.37%₹0.80 Cr
Laurus Labs LtdHealthcare2.37%₹0.80 Cr
Angel One LtdFinancial2.33%₹0.78 Cr
Angel One LtdFinancial2.33%₹0.78 Cr
Sis LtdIndustrials2.22%₹0.76 Cr
Pvr LtdConsumer Discretionary2.20%₹0.74 Cr
Pvr LtdConsumer Discretionary2.20%₹0.74 Cr
Can Fin Homes LtdFinancial2.12%₹0.71 Cr
Can Fin Homes LtdFinancial2.12%₹0.71 Cr
Cholamandalam Financial Holdings LtdFinancial2.00%₹0.70 Cr
Cholamandalam Financial Holdings LtdFinancial2.00%₹0.70 Cr
Can Fin Homes LtdFinancial2.04%₹0.70 Cr
Cholamandalam Financial Holdings LtdFinancial2.02%₹0.69 Cr
Cholamandalam Financial Holdings LtdFinancial2.06%₹0.69 Cr
Cholamandalam Financial Holdings LtdFinancial2.06%₹0.69 Cr
Sis LtdIndustrials2.06%₹0.69 Cr
Sis LtdIndustrials2.06%₹0.69 Cr
Pvr LtdConsumer Discretionary2.00%₹0.69 Cr
Sis LtdIndustrials1.88%₹0.66 Cr
Sis LtdIndustrials1.88%₹0.66 Cr
Rategain Travel Technologies LtdTechnology1.87%₹0.64 Cr
Rhi Magnesita India LtdMaterials1.86%₹0.64 Cr
Rhi Magnesita India LtdMaterials1.73%₹0.61 Cr
Rhi Magnesita India LtdMaterials1.73%₹0.61 Cr
Westlife Development LtdConsumer Discretionary1.73%₹0.59 Cr
Creditaccess Grameen LtdFinancial1.69%₹0.58 Cr
Pnb Housing Finance LtdFinancial1.67%₹0.57 Cr
Rhi Magnesita India LtdMaterials1.67%₹0.56 Cr
Rhi Magnesita India LtdMaterials1.67%₹0.56 Cr
Westlife Development LtdConsumer Discretionary1.67%₹0.56 Cr
Westlife Development LtdConsumer Discretionary1.67%₹0.56 Cr
Natco Pharma LtdHealthcare1.58%₹0.54 Cr
Pnb Housing Finance LtdFinancial1.54%₹0.54 Cr
Pnb Housing Finance LtdFinancial1.54%₹0.54 Cr
Ganesha Ecosphere LtdConsumer Discretionary1.57%₹0.54 Cr
R Systems International LtdTechnology1.45%₹0.51 Cr
R Systems International LtdTechnology1.45%₹0.51 Cr
Tata Steel LtdMaterials1.45%₹0.51 Cr
Tata Steel LtdMaterials1.45%₹0.51 Cr
Pnb Housing Finance LtdFinancial1.49%₹0.50 Cr
Pnb Housing Finance LtdFinancial1.49%₹0.50 Cr
R Systems International LtdTechnology1.45%₹0.50 Cr
Westlife Development LtdConsumer Discretionary1.38%₹0.48 Cr
Westlife Development LtdConsumer Discretionary1.38%₹0.48 Cr
R Systems International LtdTechnology1.42%₹0.48 Cr
R Systems International LtdTechnology1.42%₹0.48 Cr
Tata Steel LtdMaterials1.40%₹0.47 Cr
Tata Steel LtdMaterials1.40%₹0.47 Cr
Natco Pharma LtdHealthcare1.33%₹0.47 Cr
Natco Pharma LtdHealthcare1.33%₹0.47 Cr
Brigade Enterprises LtdReal Estate1.30%₹0.45 Cr
Brigade Enterprises LtdReal Estate1.30%₹0.45 Cr
Natco Pharma LtdHealthcare1.35%₹0.45 Cr
Natco Pharma LtdHealthcare1.35%₹0.45 Cr
Birlasoft LtdTechnology1.30%₹0.45 Cr
Brigade Enterprises LtdReal Estate1.29%₹0.44 Cr
Tata Steel LtdMaterials1.28%₹0.44 Cr
Century Plyboards (india) LtdMaterials1.27%₹0.43 Cr
Century Plyboards (india) LtdMaterials1.27%₹0.43 Cr
Birlasoft LtdTechnology1.21%₹0.42 Cr
Birlasoft LtdTechnology1.21%₹0.42 Cr
Birlasoft LtdTechnology1.20%₹0.40 Cr
Birlasoft LtdTechnology1.20%₹0.40 Cr
Century Plyboards (india) LtdMaterials1.13%₹0.40 Cr
Century Plyboards (india) LtdMaterials1.13%₹0.40 Cr
Brigade Enterprises LtdReal Estate1.17%₹0.39 Cr
Brigade Enterprises LtdReal Estate1.17%₹0.39 Cr
Century Plyboards (india) LtdMaterials1.12%₹0.38 Cr
Ganesha Ecosphere LtdConsumer Discretionary1.07%₹0.38 Cr
Ganesha Ecosphere LtdConsumer Discretionary1.07%₹0.38 Cr
Grindwell Norton LtdMaterials1.05%₹0.37 Cr
Grindwell Norton LtdMaterials1.05%₹0.37 Cr
Phoenix Mills LtdReal Estate1.04%₹0.37 Cr
Phoenix Mills LtdReal Estate1.04%₹0.37 Cr
Ganesha Ecosphere LtdConsumer Discretionary1.09%₹0.36 Cr
Ganesha Ecosphere LtdConsumer Discretionary1.09%₹0.36 Cr
Grindwell Norton LtdMaterials1.03%₹0.35 Cr
Grindwell Norton LtdMaterials1.03%₹0.35 Cr
Phoenix Mills LtdReal Estate1.01%₹0.34 Cr
Phoenix Mills LtdReal Estate1.01%₹0.34 Cr
Grindwell Norton LtdMaterials0.98%₹0.34 Cr
Phoenix Mills LtdReal Estate0.94%₹0.32 Cr
Butterfly Gandhimathi Appliances LtdConsumer Discretionary0.91%₹0.32 Cr
Butterfly Gandhimathi Appliances LtdConsumer Discretionary0.91%₹0.32 Cr
Butterfly Gandhimathi Appliances LtdConsumer Discretionary0.88%₹0.30 Cr
Butterfly Gandhimathi Appliances LtdConsumer Discretionary0.87%₹0.29 Cr
Butterfly Gandhimathi Appliances LtdConsumer Discretionary0.87%₹0.29 Cr
Carborundum Universal LtdMaterials0.62%₹0.21 Cr
Carborundum Universal LtdMaterials0.63%₹0.21 Cr
Carborundum Universal LtdMaterials0.63%₹0.21 Cr
Carborundum Universal LtdMaterials0.59%₹0.21 Cr
Carborundum Universal LtdMaterials0.59%₹0.21 Cr
Mm Forgings LtdMaterials0.42%₹0.14 Cr
Mm Forgings LtdMaterials0.39%₹0.13 Cr
Mm Forgings LtdMaterials0.39%₹0.13 Cr
Mm Forgings LtdMaterials0.37%₹0.13 Cr
Mm Forgings LtdMaterials0.37%₹0.13 Cr
Cash/net Current AssetsUnspecified0.00%₹0.00 Cr
Net PayablesUnspecified-0.02%₹-0.01 Cr
Net PayablesUnspecified-0.02%₹-0.01 Cr
Net PayablesUnspecified-0.02%₹-0.01 Cr
Net PayablesUnspecified-0.02%₹-0.01 Cr
View More

Top Equity Funds

Fund Names NAV 3Yr 5Yr 52 weeks high
Quant Elss Tax Saver Fund Direct-growth increase ₹427.61 16.49% 27.67% -
Quant Elss Tax Saver Fund-growth increase ₹380.85 15.18% 25.82% -
ICICI Prudential Elss Tax Saver Direct Plan - Growth increase ₹1,077.49 17.26% 20.11% -
Canara Robeco Elss Tax Saver Direct- Growth increase ₹203.16 16.39% 19.66% -
ICICI Prudential Elss Tax Saver Fund - Growth increase ₹968.65 16.53% 19.33% -
Canara Robeco Elss Tax Saver Regular - Growth increase ₹181.09 15.03% 18.21% -
Taurus Elss Tax Saver Direct-growth increase ₹206.64 17.35% 18.02% -
Taurus Elss Tax Saver Regular-growth increase ₹189.18 16.60% 17.26% 191.32
Aditya Birla Sun Life Elss Tax Saver Direct-growth increase ₹70.07 15.61% 13.87% -
Aditya Birla Sun Life Elss Tax Saver Regular-growth increase ₹62.64 14.74% 13.00% -
View More
increase growth is based on 5Y returns of the funds

Frequently Asked Questions

Sundaram Long Term Tax Advantage Fund Series Iii Regular-idcw

What is the current AUM of Sundaram Long Term Tax Advantage Fund Series Iii Regular-idcw?

As of Thu Jul 31, 2025, Sundaram Long Term Tax Advantage Fund Series Iii Regular-idcw manages assets worth ₹34.3 crore

How has Sundaram Long Term Tax Advantage Fund Series Iii Regular-idcw performed recently?

  • 3 Months: -0.15%
  • 6 Months: 22.36%

What is the long-term performance of Sundaram Long Term Tax Advantage Fund Series Iii Regular-idcw?

  • 3 Years CAGR: 19.24%
  • 5 Years CAGR: 31.37%
  • Since Inception: 15.02%

What is the portfolio composition of Sundaram Long Term Tax Advantage Fund Series Iii Regular-idcw?

Equity: 93.87%, Others: 6.13%.

Who manages Sundaram Long Term Tax Advantage Fund Series Iii Regular-idcw?

Sundaram Long Term Tax Advantage Fund Series Iii Regular-idcw is managed by Dwijendra Srivastava from Sundaram Mutual Fund.

What is the market-cap allocation of Sundaram Long Term Tax Advantage Fund Series Iii Regular-idcw?

Large Cap: 1.54%, Mid Cap: 16.05%, Small Cap: 82.41%.

Which are the top companies Sundaram Long Term Tax Advantage Fund Series Iii Regular-idcw has invested in?

  • Repo – 6.62% of the fund's portfolio
  • Repo – 6.62% of the fund's portfolio
  • Aster DM Healthcare Ltd – 6.17% of the fund's portfolio
  • Aster DM Healthcare Ltd – 6.17% of the fund's portfolio
  • Repo – 6.15% of the fund's portfolio

Which are the major sectors Sundaram Long Term Tax Advantage Fund Series Iii Regular-idcw focuses on?

  • Financial – 110.47% of the fund's portfolio
  • Consumer Discretionary – 90.36% of the fund's portfolio
  • Healthcare – 78.21% of the fund's portfolio
  • Industrials – 76.74% of the fund's portfolio
  • Materials – 76.66% of the fund's portfolio
View more FAQ's

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Past performance may not be indicative of future results.

The information presented on this page is not owned or generated by Policybazaar. The data has been collected from publicly available sources and online research. We do not claim any ownership or guarantee the accuracy, completeness, or timeliness of this information. It is shared solely for the informational purpose of the viewer and should not be considered as financial advice.

Policybazaar is not acting as a financial advisor, broker, or agent for any mutual fund mentioned here.

Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.

Policybazaar shall not be held responsible or liable for any losses, damages, or decisions made based on the information provided on this page.

For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product. For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product.

For more details on risk factors, terms, and conditions, please read the sales brochure and benefit illustration carefully before concluding a sale.

Policybazaar is a registered Insurance Broker | Registration No. 742, Registration Code No. IRDA/ DB 797/ 19, Valid till 09/06/2024, License category- Direct Broker (Life & General) |CIN: U74999HR2014PTC053454 | Registered Office - Plot No.119, Sector - 44, Gurgaon, Haryana – 122001 |Visitors are hereby informed that their information submitted on the website may be shared with insurers. Product information is authentic and solely based on the information received from the insurers.©️ Copyright 2008-2025 policybazaar.com. All Rights Reserved

^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.

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