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

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.

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 ₹36 Crores.

The Top three stocks are Multi Commodity Exch, Safari Industries(I) and KEI Industries and account for 17% of its portfolio. Top 5 and 10 stocks of fund account for 26% and 45% of fund’s portfolio respectively.

Top three sectors of Sundaram Long Term Tax Advantage Fund - Series III - Growth - Direct Plan fund are BFSI, Capital Goods and Healthcare accounting for 51% 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 47.59 and PB ratio is 7.02

The asset allocation of Sundaram Long Term Tax Advantage Fund - Series III - Growth - Direct Plan is Stocks : 99.02%, Debt : 0.96% 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