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Returns (NAV as on 01-Jan-1970)
Track investment returns to meet financial goals.
| This Fund | Category Avg. | Benchmark | |
|---|---|---|---|
| 1W | % | -2.75% | % |
| 1M | % | 1.4% | % |
| 3M | % | -6.37% | % |
| 6M | % | 2.85% | % |
| 1Y | % | 21.72% | % |
| 2Y | % | 25.56% | % |
| 3Y | % | 17.04% | % |
| 5Y | % | 19.16% | % |
| ALL | % | 16.05% | % |
Check out what are trailling and rolling returns of this fund ?
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Risk Analysis
Helps you understand the fund’s risk levels.
| Standard Dev | Sharpe | Beta | Alpha | |
|---|---|---|---|---|
| Fund | % | % | % | % |
| Category | % | % | % | % |
Riskometer
Comparison Of Sundaram Long Term Tax Advantage Fund Series III Regular Plan - Growth
Compare your fund with the top category schemes.
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3Y Returns0% (p.a.)
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Start SIPPortfolio Summary (as on 31-May-2023)
An insight into your portfolio composition.
Equity93.52% Others6.46%
Equity Market Cap
Top 5 Sectors of Equity
Financial 13.91%
Capital Goods 13.51%
Services 11.39%
Consumer Staples 10.08%
Healthcare 8.96%
Top 5 Companies of Equity
Safari Industries (India) Ltd. 5.19%
Equitas Small Finance Bank Ltd. 5.06%
Kei Industries Ltd. 3.8%
KSB Ltd. 3.63%
Ador Welding Ltd. 2.89%
Others Market Cap
Top 5 Sectors of Others
Others 6.46%
Top 5 Companies of Others
Others 6.29%
Others 0.17%
Check out the favourite sectors and companies of this fund
Detail Portfolio AnalysisAlternative Fund Category Peer View
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More Funds From Sundaram Mutual Fund
| Scheme Name | 1M | 3M | 6M | 1Y | 5Y | |
|---|---|---|---|---|---|---|
| Sundaram Mid Cap Fund Regular Plan - Growth | 3.29% | -4.84% | 7.99% | 33.79% | 24.95% | |
| Sundaram Infrastructure Advantage Fund Regular Plan - Growth | 1.67% | -6.44% | -1.98% | 26.58% | 24.61% | |
| Sundaram Large and Midcap Fund Regular Plan - Growth | 1.96% | -4.74% | 4.15% | 22.94% | 18.26% | |
| Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) | 0.69% | -9.36% | 7.49% | 21.76% | 18.16% | |
| Sundaram Small Cap Fund Regular Plan - Growth | 3.75% | -5.26% | 4.94% | 19.84% | 28.4% | |
| Sundaram Services Fund Regular Plan - Growth | 2.28% | -6.13% | 7.94% | 19.71% | 21.03% | |
| Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth | 0.6% | -5.21% | 4.03% | 18.06% | 15.34% | |
| Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | 1.38% | -6.49% | 1.58% | 17.41% | 18.81% | |
| Sundaram Flexicap Fund Regular Growth | 1.32% | -5.93% | 5.02% | 16.48% | 0% | |
| Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth | 3.6% | -4.92% | 1.52% | 15.92% | 30.35% |
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Chat with usFrequently Asked Questions
What is the current NAV of Sundaram Long Term Tax Advantage Fund Series III Regular Plan - Growth?
Net asset value is the per unit price of the mutual fund. The NAV of funds changes every day. The latest NAV of Sundaram Long Term Tax Advantage Fund Series III Regular Plan - Growth as of 26-12-2024 is 27.5265.
What is the benchmark of Sundaram Long Term Tax Advantage Fund Series III Regular Plan - Growth?
Sundaram performance is primarily benchmarked against the NIFTY 500 TRI with NIFTY 50 TRI serving as an addition.
Is Sundaram Long Term Tax Advantage Fund Series III Regular Plan - Growth a safe fund to invest?
Every fund has different types of risk which are mentioned in the risko-meter. The investors are advised to understand their risk tolerance and decide which type of fund they can invest in.
What are the top 5 holdings of Sundaram Long Term Tax Advantage Fund Series III Regular Plan - Growth?
The fund's top 5 sectors holdings are Financial, Capital Goods, Services, Consumer Staples, Healthcare, Others
How can I redeem my investments in Sundaram Long Term Tax Advantage Fund Series III Regular Plan - Growth?
Redeeming your investments in Sundaram Long Term Tax Advantage Fund Series III Regular Plan - Growth is super easy.
• If you have invested this fund via MySIPonline, just log into the app, go to the investment section, and place your redemption request.
• If you have invested this fund from elsewhere, go to the fund house website and place your redemption request from there.
Who manages this fund, and what is their expertise?
Dwijendra Srivastava, Sudhir Kedia, Rohit Seksaria, with an extensive experience of 15 years while managing equity & related investments. He is focused on picking quality companies and holds them for a long duration to generate good compounding returns in their funds.
What is the expense ratio of Sundaram Long Term Tax Advantage Fund Series III Regular Plan - Growth?
The expense ratio of a mutual fund means the charges that you pay to the mutual fund company for managing your investments in the fund. This fund has an expense ratio of 1.37%.
What is the AUM or size of Sundaram Long Term Tax Advantage Fund Series III Regular Plan - Growth?
AUM or asset under management is the total value of the assets held by a mutual fund scheme. A fund with a high AUM means a lot of money has been invested in it. The AUM of Sundaram Long Term Tax Advantage Fund Series III Regular Plan - Growth is Rs 30.21 Crs. Crs.
Should I invest in Sundaram Long Term Tax Advantage Fund Series III Regular Plan - Growth?
This fund has a consistency rating of which indicates that the fund has generated average returns. However, whatever returns that the fund delivers, it does so with exceptional consistency. You can consider this fund if the predictability of returns is what you are looking for.
How to start online SIP in Sundaram Long Term Tax Advantage Fund Series III Regular Plan - Growths?
MySIPonline is a dedicated platform to start online SIP or mutual funds in any scheme of mutual funds. Firstly, the investor needs to complete KYC details, choose the best fund, add it to the cart, and make the payment through UPI, net banking, or debit card available on our site.
Is there any brokerage/advisory fees on Mutual Fund SIP transactions?
At MySIPonline, we do not charge any fees related to brokerage & advisory part. That makes us more accessible and cost-effective for a broader range of investors.
