1. Home
  2. Mutual Funds
33264
18076
Sundaram LT MC Tax Advantage Fund-Sr.III (G)
13.91
10.46
17.46
-0.35
3.01
4.18
14.31
14.17
7
2.24
17.46
Sundaram LT MC Tax Advantage Fund-Sr.III (G)
2.26
17.68
1.19
3.5
5 Years

  • Sundaram LT MC Tax Advantage Fund-Sr.III (G)

SIP TrendupInvest in Mutual Funds at 0 Transaction cost

Start Investing
  • NAV

    36.49

    25 Aug 2026

  • 0.12%

     1 Day

  • 13.91%

    3Y CAGR returns

Note: Data shown is for Regular Plan. Our Platform offers Direct Plans only. Returns may differ due to expense ratio differences.
Scheme Compare One click to compare funds with our smart tool—analyze returns & more! Compare

  • NA

    Min SIP

  • ₹ 500

    Min Lumpsum

  • 1.21%

    Expense Ratio

  • NA

     Rating

  • 78 Cr

    Fund Size

  • 10 Years

    Fund Age

SIP Calculator

SIP One-Time
₹ ₹
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00
₹
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00

Scheme Performance

Returns and Ranks ( as on 25 Aug 2026 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 10.46%
  • 13.91%
  • 17.46%
  • 14.17

Scheme Allocation

By Holding By Sector By Asset
7.60%
5.20%
4.36%
4.28%
4.26%
74.30%
View All

Advance Ratio

  • -1.79Alpha
  • 5.62SD
  • 0.81Beta
  • 0.51Sharpe

Exit Load & Tax Implication

  • Exit Load
  • Nil
  • Tax implication
  • Returns redeemed within a year are taxed at 20%, while those held longer incur a 12.5% LTCG tax on gains over Rs 1.25 lakh per financial year.

Fund Objective

The Investment objective of the scheme is to generate capital appreciation over a period of ten years by investing predominantly in equity and equity-related instruments of companies along with income tax benefit. However, there is no guarantee or assurance that the investment objective of the scheme will be achieved.

Fund Managers

Rohit Seksaria

Risk-o-meter

Low Low to
moderate Moderate Moderately
High High Very
High

AMC Contact Details

  • Address :
  • Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai 600 014
    • Contact :
    • +91044-2858 3362/3367
    • Email ID :
    • customerservices@sundarammutual.com

Other Calculators

Frequently Asked Questions

+91
By proceeding, you agree to all T&C*
Didn't receive the code? Resend

Open Free Demat Account

Be a part of 5paisa community - The first listed discount broker of India.

+91
Resend OTP

By proceeding, you agree to all T&C*

footer_form