Sundaram Long Term Tax Advantage Fund Series Iii - 10 Years · Regular · Growth
₹30.2232
₹0.80 (+2.70%)
NAV as of 12 Jun 2026
Today's NAV — all variants
Regular · Growth
₹₹30.2232
₹0.80 (+2.70%)
12 Jun 2026
AMFI: 142151
Direct · Growth
₹₹31.2617
₹0.82 (+2.70%)
12 Jun 2026
AMFI: 142153
Regular · IDCW
₹₹28.7313
₹0.76 (+2.70%)
12 Jun 2026
AMFI: 142152
Direct · IDCW
₹₹29.7611
₹0.78 (+2.70%)
12 Jun 2026
AMFI: 142154
Returns (Lumpsum)
CAGR for periods ≥ 1 yearSIP Returns (XIRR)
₹1,000/month SIP, annualisedSIP 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Withdrawn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 crashesFund Details
Risk Metrics
Trailing 1 year, annualised0.01
Sharpe Ratio
—
Alpha
—
Beta
0.01
Sortino
17.72%
Std Dev
-18.88%
Max Drawdown
Portfolio Holdings
Top 50 holdings · as of Mar 2026
| Security | % NAV |
|---|---|
Aster Dm Healthcare Ltd INE914M01019 | 7.42% |
Aster Dm Healthcare Ltd INE914M01019 | 6.61% |
Mtar Technologies Ltd INE864I01014 | 6.11% |
Tvs Holdings Ltd INE105A01035 | 5.56% |
Ksb Ltd INE999A01023 | 5.35% |
Ksb Ltd INE999A01023 | 5.12% |
Tvs Holdings Ltd INE105A01035 | 4.84% |
Affle (India) Ltd INE00WC01027 | 4.80% |
Ujjivan Small Finance Bank Ltd INE551W01018 | 4.70% |
Ujjivan Small Finance Bank Ltd INE551W01018 | 4.51% |
Affle (India) Ltd INE00WC01027 | 4.01% |
Csb Bank Ltd INE679A01013 | 3.93% |
Mtar Technologies Ltd INE864I01014 | 3.85% |
Csb Bank Ltd INE679A01013 | 3.75% |
Angel One Ltd INE732I01021 | 3.34% |
Zomato Ltd INE758T01015 | 3.29% |
Safari Industries (India) Ltd INE429E01023 | 3.04% |
Zomato Ltd INE758T01015 | 3.02% |
Equitas Small Finance Bank Limited INE063P01018 | 2.95% |
Green Panel Industries Ltd INE08ZM01014 | 2.92% |
Procter & Gamble Health Ltd INE199A01012 | 2.90% |
Angel One Ltd INE732I01021 | 2.89% |
Sapphire Foods India Ltd INE806T01020 | 2.72% |
Procter & Gamble Health Ltd INE199A01012 | 2.69% |
Equitas Small Finance Bank Limited INE063P01018 | 2.68% |
Rate Gain Travel Technologies Ltd INE0CLI01024 | 2.60% |
Green Panel Industries Ltd INE08ZM01014 | 2.56% |
Safari Industries (India) Ltd INE429E01023 | 2.56% |
Can Fin Homes Ltd INE477A01020 | 2.56% |
Jb Chemicals & Pharmaceuticals Ltd INE572A01036 | 2.46% |
Can Fin Homes Ltd INE477A01020 | 2.38% |
Jk Cement Ltd INE823G01014 | 2.35% |
Sapphire Foods India Ltd INE806T01020 | 2.34% |
Rate Gain Travel Technologies Ltd INE0CLI01024 | 2.22% |
Pvr Inox Ltd INE191H01014 | 2.18% |
Pvr Inox Ltd INE191H01014 | 2.16% |
Jk Cement Ltd INE823G01014 | 2.08% |
Jb Chemicals & Pharmaceuticals Ltd INE572A01036 | 2.08% |
Sis Ltd INE285J01028 | 2.07% |
Sis Ltd INE285J01028 | 1.92% |
Natco Pharma Ltd INE987B01026 | 1.91% |
Natco Pharma Ltd INE987B01026 | 1.83% |
Kei Industries Ltd INE878B01027 | 1.81% |
Pnb Housing Finance Ltd INE572E01012 | 1.79% |
Cholamandalam Financial Holdings Ltd INE149A01033 | 1.74% |
Cholamandalam Financial Holdings Ltd INE149A01033 | 1.69% |
Shivalik Bimetal Controls Ltd INE386D01027 | 1.68% |
Brigade Enterprises Ltd INE791I01019 | 1.56% |
Pnb Housing Finance Ltd INE572E01012 | 1.52% |
Rhi Magnesita India Ltd INE743M01012 | 1.52% |
Performance Comparison
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Our experts will help you decide if this fund fits your goals.
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