How can I redeem my investments in Sundaram Long Term Tax Advantage Fund - Series III - Growth - Direct Plan Fund?

Give a request for redemption of the number of units or the amount you want. The request will be acknowledged and you will get information about the redemption and the NAV at which redeemed. The amount will be deposited in the designated bank account.

What is the minimum SIP amount of Sundaram Long Term Tax Advantage Fund - Series III - Growth - Direct Plan Fund?

The minimum SIP amount for this fund is Rs.N/A and minimum lumpsum is Rs.500.00

Sundaram Long Term Tax Advantage Fund - Series III - Growth - Direct Plan

Q: What is the AUM or size of Sundaram Long Term Tax Advantage Fund - Series III - Growth - Direct Plan Fund?

The AUM of Sundaram Long Term Tax Advantage Fund - Series III - Growth - Direct Plan is currently 30 Crores.

Q: What are the top stock holdings of Sundaram Long Term Tax Advantage Fund - Series III - Growth - Direct Plan Fund?

The Top 3 stocks are Aster DM Healthcare, Affle 3i and Multi Commodity Exch and account for 15% of its portfolio. Top 5 and 10 stocks of fund account for 24% and 43% of fund’s portfolio respectively.

Q: What are the top sectors Sundaram Long Term Tax Advantage Fund - Series III - Growth - Direct Planfund has invested in?

Top three sectors of funds are BFSI, Healthcare and Capital Goods accounting for 48% of the total portfolio.

NAV 25.76(0.89%)

Apr 17, 2025

Sundaram Long Term Tax Advantage Fund - Series III - Growth - Direct Plan

Portfolio Compare

Decision Maker
Portfolio Quality

AUM

₹30 Cr

Expense (%)

1.18

Turnover (%)

28.00

Decision Maker

1. Right Fund

Performance

Quality

2. Right Time

Benchmark

Debt Fund
8%

Likely Future 5 Year CAGR.

3. Right Allocation

Will this Fund help diversify your portfolio?

Right Allocation advice is provided under Omega

Fund Review

3Yr Rolling Returns(%)

Benchmark# : NIFTY 500

Rolling: 1Y 3Y 5Y 9Y

Performance Summary - 10 Year X-Ray

	Dec' 15	Dec' 16	Dec' 17	Dec' 18	Dec' 19	Dec' 20	Dec' 21	Dec' 22	Dec' 23	Dec' 24	YTD
NAV(₹)	-	-	-	8.61	7.97	9.34	15.87	16.89	25.37	28.50	25.76
AUM(Cr.)	-	-	-	45.08	41.49	48.52	39.44	29.67	36.93	35.21	30.07
Benchmark# BM# Returns(%)	-	-	-	2.89	7.66	16.67	30.19	3.02	25.77	15.16	-3.10
Fund Returns(%) ⓘ	-	-	-	-13.90	-7.43	17.19	69.91	6.43	50.21	12.34	-9.61
Implied Investor Returns(%) IR(%)	-	-	-	-18.08	-7.46	16.99	70.61	13.89	45.50	10.86	-43.33
Alpha(%) (Returns over Benchmark)	-	-	-	-16.79	-15.09	0.52	39.72	3.41	24.44	-2.82	-6.51
Expense Ratio(%)	-	-	-	0.86	1.21	1.26	1.26	0.98	1.15	1.18	1.18

CAGR ⓘ

	9 Year	5 Year	3 Year	1 Year
Benchmark# BM# Returns(%)	-	24.99	12.73	5.35
Fund Returns(%)	-	35.26	15.8	2.42
Implied Investor Returns(%) IR	-	57.79	22.09	-4.1

Benchmark# is NIFTY 500

Sundaram Long Term Tax Advantage Fund Series-III Review : 20 Apr 2025

Sundaram Long Term Tax Advantage Fund Series-III is a Equity - ELSS with an 30(Cr) AUM. It is Close Ended scheme launched on 28 Mar 2018. Currently, Rohit Seksaria and Sudhir Kedia as the fund managers managing the fund. Benchmark of the scheme is BSE 500.

1. How has the Sundaram Long Term Tax Advantage Fund Series-III Performed in the past? 27

On a 3-year rolling returns basis It has almost always outperformed the Benchmark..
The fund has delivered a 3, 5 and 9 year average rolling returns of 28.57%, 23.73%, and 0.00% with a standard deviation of 11.71%, 5.26%, and 0.00% respectively.
It has demonstrated CAGR of 15.8%, 35.26%, and 0% over 3, 5 and 9 years.
The Average 3, 5 and 9 year rolling Alpha is 10.71%, 7.56%, and 0%.
For last 5 years, Investors have earned close to or more returns than the Fund. This may indicate that they were aligned to the investing process followed by the fund.

2. How is the Quality of Sundaram Long Term Tax Advantage Fund Series-III? Q

Fund's Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.

Portfolio Composition

The fund is 95% in equity and hold 37 number of stocks. The Top 3 stocks are Multi Commodity Exch, Affle 3i and Aster DM Healthcare and account for 15% of its portfolio. Top 5 and 10 stocks of fund account for 24% and 43% of fund’s portfolio respectively. Top three sectors of funds are BFSI, Healthcare and Capital Goods accounting for 48% of the total portfolio.

3. Should you SIP in Sundaram Long Term Tax Advantage Fund Series-III? 27 Q

You can consider SIP in this fund as it has consistently outperformed the benchmark and has a Somewhat Good quality portfolio.
Fund's returns are more likely to be different than its benchmark NIFTY 500 returns, as Fund’s portfolio is significantly different.
You need to look at the other funds in your portfolio and ensure this fund helps diversify your portfolio meaningfully.
Before investing a large lumpsum amount in a fund you need to assess its Upside Potential. You can contact us for advice.

4. What are the Risks in the Sundaram Long Term Tax Advantage Fund Series-III?

Sundaram Long Term Tax Advantage Fund Series-III is likely to perform reasonably well in both a rising and falling markets.
The Fund has fallen harder, but not recovered faster than its Benchmark.

Underlying Asset Quality & Valuation

Underlying Asset Quality Valuation(%) ⓘ

Underlying Asset Valuation (%) ⓘ

Peer Comparison on returns

Upside and Downside Capture Ratio ⓘ

	1 Year	3 Year	5 Year	9 Year
Upside %	104	92	118	-
Downside %	32	32	35	29

Statistical Measure*

	Mean	Std Dev	Sharpe	Sortino	Beta	Alpha
Fund	0.03%	0.94	0.02	0.03	0.87	-6.51%
Benchmark#	0.01%	1.17	0.00	-0.01	0.87	-

*Based on daily returns for past 1 year.

Mean and Standard Deviation

	Average Rolling Return				Standard Deviation
	1 Year	3 Year	5 Year	9 Year	1 Year	3 Year	5 Year	9 Year
Fund	27.83	28.57	23.73	0.00	39.00	11.71	5.26	0.00
Benchmark#	18.92	17.86	16.16	0.00	22.20	4.32	3.12	0.00

Drawdown and Recovery Period ⓘ

No Data Found

Top 10 Holdings

Company (Q)	Sector	% Assets
Aster DM Healthcare Ltd	Healthcare	5.14
Multi Commodity Exchange of India Ltd	BFSI	5.12
Affle (India) Ltd	IT	5.12
TREPS	Miscellaneous	5.08
KSB LTD	Capital Goods	4.4
Sapphire Foods India Ltd	FMCG	4.39
Navin Fluorine International Ltd	Chemicals	4.12
Safari Industries (India) Ltd	FMCG	4.04
KEI Industries Ltd	Capital Goods	3.86
CSB Bank Ltd	BFSI	3.35

Fund Overview Sundaram Long Term Tax Advantage Fund - Series III - Regular Plan - Growth

Launch Date	28 Mar 2018
Benchmark	BSE 500
Performance comparison Benchmark#	NIFTY 500
Riskometer	Very High
Turnover	28.00%
Type	Close ended scheme
Return Since Launch	16.18%
Min. Investment	500.00
Min. Additional investment Min. Add. inv.	-
Min. SIP	-
Min. Cheques	-
Min. Withdrawal	500.00
Exit Load	-
Remark	-

Portfolio Compare

FAQ : Sundaram Long Term Tax Advantage Fund - Series III - Growth - Direct Plan

Sundaram Long Term Tax Advantage Fund - Series III - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :

	1 Year	3 Year	5 Year	9 Year
CAGR(%)	2.42	15.8	35.26	N/A
Average Rolling Returns(%)	27.40	28.19	23.36	N/A

The Current NAV of Sundaram Long Term Tax Advantage Fund - Series III - Growth - Direct Plan is ₹25.76.

You can consider SIP in Sundaram Long Term Tax Advantage Fund - Series III - Growth - Direct Plan as it has consistently outperformed the benchmark and has a Somewhat Good quality portfolio. Funds returns are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.

Sundaram Long Term Tax Advantage Fund - Series III - Growth - Direct Plan fund’s expense ratio is 1.18%

The process for redemption is

Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
You will get information about the redemption and the NAV at which redeemed.
The amount will be deposited in the designated bank account.

The AUM of Sundaram Long Term Tax Advantage Fund - Series III - Growth - Direct Plan is currently ₹30 Crores.

The Top three stocks are Aster DM Healthcare, Affle 3i and Multi Commodity Exch and account for 15% of its portfolio. Top 5 and 10 stocks of fund account for 24% and 43% of fund’s portfolio respectively.

Top three sectors of Sundaram Long Term Tax Advantage Fund - Series III - Growth - Direct Plan fund are BFSI, Healthcare and Capital Goods accounting for 48% of the total portfolio.

Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - ELSS it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of Sundaram Long Term Tax Advantage Fund - Series III - Growth - Direct Plan Fund is Equity - ELSS.

Rohit Seksaria and Sudhir Kedia manage the Sundaram Long Term Tax Advantage Fund - Series III - Growth - Direct Plan Fund.

Sundaram Long Term Tax Advantage Fund - Series III - Growth - Direct Plan current PE ratio is 40.28 and PB ratio is 5.92

The asset allocation of Sundaram Long Term Tax Advantage Fund - Series III - Growth - Direct Plan is Stocks : 94.93%, Debt : 5.08% and Gold : 0%

The minimum SIP amount for Sundaram Long Term Tax Advantage Fund - Series III - Growth - Direct Plan is N/A and minimum lumpsum is ₹500.00

The exit load for Sundaram Long Term Tax Advantage Fund - Series III - Growth - Direct Plan is N/A

Build your portfolio of top-class funds today.

Start systematic investing now!

Compliance Officer:

Name: Shrikant Jagtap

Email : shrikant.jagtap@moneyworks4me.com

Mobile No: +91 97638 00745

Grievance officer:

Name: Mukta Vaze

Email : mukta.vaze@moneyworks4me.com

Mobile No:+91 98609 19463

Principal Officer:

Name: Atharva Bhide

Email : atharva.bhide@moneyworks4me.com

Mobile No:+91 91758 99463

Sitemap

Download APP

Address: The Alchemists Ark Pvt. Ltd., B-101, Signet Corner Building, Balewadi Phata, Baner, Pune, Maharashtra 411045

Complaints: Complaint status | Cancellation and Refund Policy | PML Act | Grievance Redressal Process | ODR | Investor charter | Terms & Conditions | Disclaimer | Disclosure

MoneyWorks4Me method for rating and ranking mutual funds for SIP

MoneyWorks4Me rating and ranking of funds for SIP is available to subscribers only. Moneyworks4Me is not a rating and ranking agency, however it is required that users have a way of selecting funds and building a Portfolio. The method used by it are described below to enable users to understand the logic behind the rating and ranking Subscriber will find more details on this in the various content made available from time to time. In case you need more please write to besafe@moneyworks4Me.com

MoneyWorks4Me rates and ranks mutual funds based on the following data-driven system:

Performance Consistency: This is measure based on whether the fund has beaten the benchmark index consistently. For this we compare the 3-year rolling returns of the fund with the benchmark for a minimum of 5 years and preferable 10 years. The period of rolling is one month and holding period is 3 years. Fund are color-coded Green on Performance when the fund beats the benchmark more than 90% of the time. It is Orange if it beats 80% to 90% of the time and Red if less than 80%. Funds with less than 5 year data are color-coded Grey.
Quality of Portfolio Holding: Moneyworks4Me has color-coded stocks as Green, Orange and Red based on whether the company's performance has generated a ROCE above a threshold level (cost of capital) over 10 years (minimum 6 years) and generated positive Free Cash Flow. For Banks it checks whether ROE is greater than 15% and sales has grown over previous year. Stocks that perform consistently on these combined metrics are color-coded Green (min score 14 out of 20), Orange (between 8 and 14) and Red (less than 8 out of 20).

Funds ranking in screeners: Performance Consistency and Quality are two parameters used for ranking funds for SIP. The ranking as follows GG, GO, GR, OG, OO, OR, RG, RO and RR.

With the same color-coded funds, the one with the higher Average 3-year rolling returns (over 5 to 10 years), the number that appears in the Performance tag, ranks higher.

Here is the summary:

The third tag Upside Potential is not relevant for SIP. It is relevant for lumpsum investments in Mutual Funds.

A 5-Step Journey to Financial Freedom

Read this Book for Free.

*This Offer is only valid till this month only. Claim it now.

Read Now

Book your Appointment Now#

#Limited slots available.

*Color code for outperformance consistency

*Number is average 3 year rolling returns

Does it make it easy to find opportunities without wasting your time?

Are you spending too much time finding opportunities?
Do you have a way of knowing when opportunities from your chosen set of stocks arise in the future?
How confident are you about them?