Sundaram Long Term Tax Advantage Fund Series Iii - 10 Years · Regular · Growth
NAV
₹31.5317
as of 31 Jul 2026
Expense Ratio
—
see scheme documents
AUM
₹34 Cr
Lumpsum returns (CAGR)
- 1Y
- +11.28%
- 3Y
- +15.44%
- 5Y
- +17.67%
- Since Inception
- +14.76%
SIP returns (XIRR)
- 1Y
- +17.94%
- 3Y
- +12.53%
- 5Y
- +16.76%
- Since Inception
- +20.69%
What history actually did — last 8 years (Aug 2018 – Jul 2026)
A ₹5,000 monthly SIP for the last 8 years (Aug 2018 – Jul 2026)
Real NAV backtest
A ₹5,000 monthly SIP would be worth ₹11,39,075 today — ₹4,75,000 invested, 21.6% XIRR.
₹4,75,000
Invested
₹11,39,075
Value today
21.6%
XIRR (p.a.)
A ₹1,00,000 lumpsum, the last 8 years (Aug 2018 – Jul 2026)
Real NAV backtest
₹1,00,000 invested 8 years ago would be ₹3,38,785 today (16.5% CAGR).
A regular withdrawal plan (SWP)
Real NAV backtest
A ₹10,00,000 corpus withdrawing ₹5,000/month since Aug 2018 would still hold ₹22,48,771.
Buying the worst day
Real NAV backtest
₹1,00,000 invested on the worst market day of the last 8 years (Aug 2018 – Jul 2026) (22 Mar 2020) would be ₹6,22,639 today (6.23×).
Historical simulation using actual published NAVs for the stated period. Past performance may or may not be sustained in the future. Not investment advice.
Risk Metrics
Trailing 1 year, annualised0.38
Sharpe Ratio
—
Alpha
—
Beta
0.37
Sortino
17.12%
Std Dev
-15.15%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 30 Jun 2026- Industrial Products12.36%
- Finance11.42%
- Banks11.04%
- Electrical Equipment8.33%
- Consumer Durables8.25%
- Healthcare Services7.20%
- Pharmaceuticals & Biotechnology5.97%
- IT - Software4.71%
- IT - Services4.70%
- Capital Markets3.48%
- Leisure Services3.47%
- Retailing3.15%
Each sector links to the mutual funds most exposed to it.
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Fund Details
Available transactions
Portfolio holdings
- 1Aster Dm Healthcare Ltd7.20%
- 2Mtar Technologies Ltd7.01%
- 3Ksb Ltd5.10%
- 4Ujjivan Small Finance Bank Ltd4.56%
- 5Tvs Holdings Ltd4.52%
- 6Affle (India) Ltd3.90%
- 7Rate Gain Travel Technologies Ltd3.78%
- 8Angel One Ltd3.48%
- 9Csb Bank Ltd3.25%
- 10Equitas Small Finance Bank Limited3.23%
Investment Objective
Sundaram Long Term Tax Advantage Fund Series Iii - 10 Years · Regular · Growth by Sundaram Mutual Fund is a Other fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Other category.
About This Fund
Sundaram Long Term Tax Advantage Fund Series Iii - 10 Years · Regular · Growth is a Other mutual fund offered by Sundaram Mutual Fund. The fund has been operational for over 8 years. It manages assets worth ₹33.6 Cr, reflecting investor confidence in the fund's strategy.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations