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Sundaram Mutual Fund · Equity: ELSS
Sundaram Long Term Tax Advantage Fund Series III Regular Plan - Growth
the investment objective of the scheme is 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. however, there is no guarantee or assurance that the investment objective of the scheme will be achieved
EquityBenchmark · BSE 500 TRITER · 1.18%Inception · 28-03-2018
NAV
₹NaN
0.00% · as of
Since inception
0.00%
CAGR
Benchmark (inception)
12.15%
CAGR
Fund size
₹35 Cr
AUM
Expense ratio
1.18%
31-05-2026
Performance
Returns vs benchmark & category
Since inception: +0.00% CAGR vs benchmark +12.15%.
Portfolio
Where the money is invested
Top holdings
MTAR TECHNOLOGIES LIMITED EQ7.48%
ASTER DM HEALTHCARE LIMITED EQ6.89%
SUNDARAM CLAYTON LIMITED EQ NEW FV RS.5/-4.62%
KSB Limited4.33%
UJJIVAN SMALL FINANCE BANK LIMITED EQ4.33%
AFFLE (INDIA) LIMITED EQ NEW FV RS. 2/-4.14%
Angel One Limited3.67%
TREPS3.59%
CSB BANK LIMITED EQ3.48%
RATEGAIN TRAVEL TECHNOLOGIES LIMITED EQ NEW FV RE .1/-3.23%
Sector allocation
Financial Services25.98%
Capital Goods20.55%
Healthcare13.94%
Information Technology9.38%
Consumer Durables8.34%
Consumer Services6.57%
Chemicals2.46%
Services2.36%
Construction Materials2.04%
Media, Entertainment & Publication1.95%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 12.0% p.a.₹10,000
10 years
Projected value
₹23,23,391
Invested: ₹12,00,000
Gained: ₹11,23,391
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
n
null
Manager since fund inception data not available
ISIN & identifiers
AMFI code
142151
ISIN (Growth)
INF903JA1BR5
ISIN (Div Re-inv)
—
Status
Close Ended Schemes
Peers
Other Equity: ELSS funds
Quant ELSS Tax Saver Gr Reg Plan
₹405.42
1Y
+9.8%
3Y
+16.4%
5Y
+14.9%
Motilal Oswal ELSS Tax Saver Fund Reg Gr
₹55.61
1Y
+4.4%
3Y
+21.4%
5Y
+17.2%
Tata ELSS FundGrReg Plan
₹46.51
1Y
+3.7%
3Y
+13.2%
5Y
+12.8%
Baroda BNP Paribas ELSS Tax Saver Gr
₹99.03
1Y
+3.4%
3Y
+15.2%
5Y
+11.9%
Edelweiss ELSS Tax Saver Reg Gr
₹115.07
1Y
+3.4%
3Y
+13.3%
5Y
+11.8%
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