Sundaram Long Term Tax Advantage Fund Series Iii - 10 Years · Regular · Growth
NAV
₹31.2982
as of 17 Jun 2026
Expense Ratio
—
see scheme documents
AUM
₹32 Cr
Lumpsum returns (CAGR)
- 1Y
- +11.71%
- 3Y
- +17.18%
- 5Y
- +20.36%
- Since Inception
- +14.89%
SIP returns (XIRR)
- 1Y
- +19.92%
- 3Y
- +13.35%
- 5Y
- +17.40%
- Since Inception
- +21.05%
SIP since inception — what ₹500/month became
Real NAV backtest from day one
₹49,500
Invested
₹1,14,104
Value today
19.8%
XIRR (p.a.)
₹500/month SIP from fund inception · Current value as of today
Try SIP Calculator with this fund's history₹1,000 lumpsum at launch — value today
Invested on the fund's first NAV date
₹1,000
Invested
₹2,943
Value today
14.1%
CAGR (p.a.)
One-time investment at fund inception · Growth purely from NAV appreciation
Try Lumpsum Calculator₹10L corpus with ₹5,000/month withdrawals since inception
Corpus is still growing despite monthly payouts
₹10,00,000
Initial corpus
₹4,95,000
Withdrawn
₹18,01,704
Corpus left
+₹12,96,704 net gain — withdrew ₹4,95,000 AND corpus grew
Plan your SWP with real NAV₹6L corpus via 12-month STP from a liquid fund at inception
₹50K/month transferred from HDFC Liquid → this fund at launch
₹6,00,000
Invested
₹20,23,650
Value today
+14.6%
vs lumpsum
STP beat direct lumpsum by 14.6% — reduced timing risk paid off
Model your own STP with real NAV₹1 lakh on the worst crash day — 22 Mar 2020
Worst single-day Nifty drop during this fund's life
₹1,00,000
Invested
₹5,81,087
Value today
5.8×
Multiple
Staying invested through that crash turned ₹1L into ₹5,81,087 — a 5.8× return
Read: Staying invested through crashesRisk Metrics
Trailing 1 year, annualised0.22
Sharpe Ratio
—
Alpha
—
Beta
0.21
Sortino
17.73%
Std Dev
-18.22%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 30 Apr 2026- Industrial Products12.00%
- Finance12.00%
- Banks11.00%
- Consumer Durables9.00%
- Healthcare Services7.00%
- Electrical Equipment7.00%
- Pharmaceuticals & Biotechnology7.00%
- IT - Services5.00%
- IT - Software4.00%
- Leisure Services4.00%
- Retailing3.00%
- Capital Markets3.00%
Each sector links to the mutual funds most exposed to it.
Thinking about Sundaram Long Term Tax Advantage Fund Series Iii - 10 Years · Regular · Growth?
Talk to our AMFI-registered team — free, no pressure. We'll help you see if this fund fits your goals.
Fund Details
Available transactions
Portfolio holdings
- 1Aster Dm Healthcare Ltd6.61%
- 2Mtar Technologies Ltd6.11%
- 3Ksb Ltd5.35%
- 4Tvs Holdings Ltd4.84%
- 5Ujjivan Small Finance Bank Ltd4.51%
- 6Affle (India) Ltd4.01%
- 7Csb Bank Ltd3.75%
- 8Angel One Ltd3.34%
- 9Zomato Ltd3.02%
- 10Equitas Small Finance Bank Limited2.95%
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 ₹31.7 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