Sundaram Long Term Tax Advantage Fund Series Iii Regular-IDCW

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : -8.34%
NAV: ₹28.00 as on Thu Nov 05, 2026
Fund NAV

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

  • ₹33.7 Cr
    AUM
  • ₹28.00
    NAV
  • 1.24%
    Expense Ratio
  • Equity
    Fund Category
As on Thu Nov 05, 2026
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Minimum amount you can invest: ₹500

Maximum amount you can invest: ₹1,00,000

We have used a return rate of 15% for our calculations.

The total value of your investment after 10 years will be
₹ 1,39,328.64
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Sundaram Long Term Tax Advantage Fund Series Iii Regular-IDCW Return Comparison

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months -8.34% NA 2.82%
6 Months -2.04% NA 12.04%
1 Year 0.52% 0.52% -0.22%
2 Years 5.00% 2.47% 19.10%
3 Years 32.92% 9.95% 18.55%
5 Years 91.44% 13.87% 21.70%
7 Years 271.23% 20.61% NA
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As on Thu Nov 05, 2026

Asset Allocation of Sundaram Long Term Tax Advantage Fund Series Iii Regular-IDCW

equities

95.25%

other assets or cash equivalents

4.75%
Large Cap: 6.13%
Mid Cap: 9.55%
Small Cap: 84.31%
Other: 0.00%
Top Holdings
Mtar Technologies Ltd
7.48%
Aster Dm Healthcare Ltd
7.20%
Aster Dm Healthcare Ltd
7.20%
Aster Dm Healthcare Ltd
7.20%
Aster Dm Healthcare Ltd
7.20%
 
Top Sectors
Healthcare
70.24%
Industrials
69.74%
Detailed Portfolio Analysis
As on Thu Nov 05, 2026
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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 ₹33.7 crore as on Wed Sep 30, 2026. The expense ratio stands at 1.24%.
The portfolio allocation consists of 95.25% in equities, 4.75% in other assets or cash equivalents.Managed by Dwijendra Srivastava, it has delivered a return of 0.52% in the last year, a total return since inception of 13.36%.
As planning wealth creation strategies savvy investors often look at which sip is best depending on returns.

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  • 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
    19.29%
  • Mean
    10.77%
  • Sharpe Ratio
    0.27%
  • Alpha
    -0.29%
  • Beta
    1.07%
  • Sortino Ratio
    0.43%

Sundaram Long Term Tax Advantage Fund Series Iii Regular-IDCW 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

Compare Mutual Funds
Sundaram Long Term Tax Advantage Fund Series Iii Regular-IDCW Fund Returns Comparison

Compare Sundaram Long Term Tax Advantage Fund Series Iii Regular-IDCW with other mutual funds in the same category

Sundaram Long Term Tax Advantage Fund Series Iii Regular-IDCW

Motilal Oswal ELSS Tax Saver Fund Direct-Growth

Motilal Oswal ELSS Tax Saver Fund Direct-IDCW

Compare more funds

Start An Sip Today Watch Your Money Grow

Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
Motilal Oswal ELSS Tax Saver Fund Direct-Growth trend ₹4,890 0.06% -1.47% 6.71% 20.53% 16.25%
Motilal Oswal ELSS Tax Saver Fund Direct-IDCW trend ₹4,890 0.06% -1.47% 6.71% 20.53% 16.25%
Motilal Oswal ELSS Tax Saver Fund Regular-Growth trend ₹4,890 -0.04% -1.75% 5.48% 19.12% 14.87%
Motilal Oswal ELSS Tax Saver Fund Regular-IDCW trend ₹4,890 -0.04% -1.75% 5.48% 19.12% 14.87%
Quant ELSS Tax Saver Fund Direct-Growth trend ₹13,103 3.81% 0.30% 10.29% 15.90% 14.62%
Quant ELSS Tax Saver Fund Direct-IDCW trend ₹13,103 3.81% 0.30% 10.29% 15.90% 14.62%
SBI Long Term Advantage Fund Series V Direct-Growth trend ₹366 2.14% -2.99% 0.82% 20.94% 14.13%
SBI Long Term Advantage Fund Series V Direct-IDCW trend ₹366 2.14% -2.99% 0.82% 20.94% 14.13%
Sundaram Long Term Tax Advantage Fund Series Iii Direct-Growth trend ₹34 -3.01% -8.29% 0.76% 10.20% 14.12%
Sundaram Long Term Tax Advantage Fund Series Iii Direct-IDCW trend ₹34 -3.01% -8.29% 0.76% 10.20% 14.12%
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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 ₹1,212 4.85% -3.12% -0.55% -5.95% 8.90%
Sundaram ELSS Tax Saver Fund Direct increase ₹1,212 4.90% -2.99% -0.28% -5.42% 9.49%
Sundaram ELSS Tax Saver Regular-IDCW Half Yearly increase ₹1,212 4.85% -3.12% -0.55% -5.95% 8.90%
Sundaram ELSS Tax Saver Direct-IDCW Half Yearly increase ₹1,212 4.90% -2.99% -0.28% -5.42% 9.49%
Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii Regular-Growth increase ₹75 -2.64% -7.64% -2.42% -0.60% 8.90%
Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii Direct-Growth increase ₹75 -2.63% -7.59% -2.32% -0.39% 9.11%
Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii Regular-IDCW increase ₹75 -2.64% -7.64% -2.42% -0.60% 8.90%
Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii Direct-IDCW increase ₹75 -2.63% -7.59% -2.32% -0.39% 9.11%
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct-Growth increase ₹36 -3.12% -8.07% -3.19% -1.17% 9.20%
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular-Growth increase ₹36 -3.14% -8.13% -3.31% -1.43% 8.93%
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increase growth is based on 1-month returns of the funds

Sundaram Long Term Tax Advantage Fund Series Iii Regular-IDCW Calculator

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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
Axis ELSS - Tax Saver Direct-Growth trend ₹30,269 ₹112.77 12.34% 6.22% 12.69%
Axis ELSS - Tax Saver Fund-Growth trend ₹30,269 ₹98.92 11.52% 5.42% 11.73%
Axis ELSS - Tax Saver Direct-IDCW trend ₹30,269 ₹52.18 12.34% 6.22% 12.69%
Axis ELSS - Tax Saver Fund-IDCW trend ₹30,269 ₹24.22 11.52% 5.42% 11.73%
SBI ELSS Tax Saver Fund Direct-Growth trend ₹30,027 ₹467.20 14.66% 14.03% 14.58%
SBI ELSS Tax Saver Fund Regular-Growth trend ₹30,027 ₹428.81 13.91% 13.29% 13.84%
SBI ELSS Tax Saver Fund Direct Plan-IDCW trend ₹30,027 ₹115.72 14.66% 14.03% 14.58%
SBI ELSS Tax Saver Fund Regular-IDCW trend ₹30,027 ₹86.94 13.91% 13.29% 13.84%
Mirae Asset ELSS Tax Saver Fund Direct-Growth trend ₹24,625 ₹56.97 13.56% 10.37% 16.66%
Mirae Asset ELSS Tax Saver Fund Regular-Growth trend ₹24,625 ₹49.73 12.47% 9.24% 15.23%
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Top funds are based on Fund AUM

Start Small & Build Your Wealth For A Brighter Tomorrow

Sundaram Long Term Tax Advantage Fund Series Iii Regular-IDCW Detailed Portfolio

Stocks Sector % of Holding Value
Mtar Technologies LtdIndustrials7.48%₹2.53 Cr
Aster Dm Healthcare LtdHealthcare7.20%₹2.51 Cr
Aster Dm Healthcare LtdHealthcare7.20%₹2.51 Cr
Aster Dm Healthcare LtdHealthcare7.20%₹2.51 Cr
Aster Dm Healthcare LtdHealthcare7.20%₹2.51 Cr
Mtar Technologies LtdIndustrials7.41%₹2.50 Cr
Mtar Technologies LtdIndustrials7.41%₹2.50 Cr
Mtar Technologies LtdIndustrials7.01%₹2.44 Cr
Mtar Technologies LtdIndustrials7.01%₹2.44 Cr
Mtar Technologies LtdIndustrials7.01%₹2.44 Cr
Mtar Technologies LtdIndustrials7.01%₹2.44 Cr
Aster Dm Healthcare LtdHealthcare6.91%₹2.42 Cr
Aster Dm Healthcare LtdHealthcare6.91%₹2.42 Cr
Aster Dm Healthcare LtdHealthcare6.91%₹2.42 Cr
Aster Dm Healthcare LtdHealthcare6.91%₹2.42 Cr
Aster Dm Healthcare LtdHealthcare6.91%₹2.42 Cr
Aster Dm Healthcare LtdHealthcare6.89%₹2.33 Cr
Mtar Technologies LtdIndustrials6.46%₹2.26 Cr
Mtar Technologies LtdIndustrials6.46%₹2.26 Cr
Mtar Technologies LtdIndustrials6.46%₹2.26 Cr
View More

Top Equity Funds

Fund Names NAV 3Yr 5Yr 52 weeks high
Motilal Oswal ELSS Tax Saver Fund Direct-Growth increase ₹63.92 20.53% 16.25% -
Motilal Oswal ELSS Tax Saver Fund Direct-IDCW increase ₹39.52 20.53% 16.25% -
Motilal Oswal ELSS Tax Saver Fund Regular-Growth increase ₹54.96 19.12% 14.87% -
Motilal Oswal ELSS Tax Saver Fund Regular-IDCW increase ₹30.33 19.12% 14.87% -
Quant ELSS Tax Saver Fund Direct-Growth increase ₹468.10 15.90% 14.62% -
Quant ELSS Tax Saver Fund Direct-IDCW increase ₹62.40 15.90% 14.62% -
SBI Long Term Advantage Fund Series V Direct-Growth increase ₹33.15 20.94% 14.13% -
SBI Long Term Advantage Fund Series V Direct-IDCW increase ₹33.15 20.94% 14.13% -
Sundaram Long Term Tax Advantage Fund Series Iii Direct-Growth increase ₹30.49 10.20% 14.12% -
Sundaram Long Term Tax Advantage Fund Series Iii Direct-IDCW increase ₹29.03 10.20% 14.12% -
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 Wed Sep 30, 2026, Sundaram Long Term Tax Advantage Fund Series Iii Regular-IDCW manages assets worth ₹33.7 crore

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

  • 3 Years CAGR: 9.95%
  • 5 Years CAGR: 13.87%
  • Since Inception: 13.36%

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

Equity: 95.25%, Others: 4.75%.

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: 6.13%, Mid Cap: 9.55%, Small Cap: 84.31%.

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

  • MTAR Technologies Ltd – 7.48% of the fund's portfolio
  • Aster DM Healthcare Ltd – 7.20% of the fund's portfolio
  • Aster DM Healthcare Ltd – 7.20% of the fund's portfolio
  • Aster DM Healthcare Ltd – 7.20% of the fund's portfolio
  • Aster DM Healthcare Ltd – 7.20% of the fund's portfolio

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

  • Healthcare – 70.24% of the fund's portfolio
  • Industrials – 69.74% of the fund's portfolio
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