Invest in Mutual Funds at 0 Transaction cost
-
NAV
33.60
09 Nov 2026
-
0.41%
1 Day
-
8.99%
3Y CAGR returns
-
NA
Min SIP -
₹ 500
Min Lumpsum -
1.23%
Expense Ratio -
75 Cr
Fund Size -
10 Years
Fund Age
Returns and Ranks ( as on 09 Nov 2026 )
- 1Y Returns
- 3Y Returns
- 5Y Returns
- MAX Returns
- Trailing Returns
- -0.09%
- 8.99%
- 11.94%
- 12.91
- -4.02Alpha
- 5.77SD
- 0.82Beta
- 0.21Sharpe
- 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.
moderate Moderate Moderately
High High Very
High
- Address :
- Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai 600 014
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- Contact :
- +91044-2858 3362/3367
-
- Email ID :
- customerservices@sundarammutual.com
Other Calculators
Frequently Asked Questions
Sundaram LT MC Tax Advantage Fund-Sr.III (G) has delivered 13.89% since inception
The NAV of Sundaram LT MC Tax Advantage Fund-Sr.III (G) is ₹34.3359 as of 09 Nov 2026.
The expense ratio of Sundaram LT MC Tax Advantage Fund-Sr.III (G) is 1.23% as of 09 Nov 2026.
The AUM of Sundaram LT MC Tax Advantage Fund-Sr.III (G) is ₹75.03 Cr as of 09 Nov 2026.
The minimum SIP amount of Sundaram LT MC Tax Advantage Fund-Sr.III (G) is ₹. The minimum lump sum amount is ₹500.
Open the 5paisa app, search Sundaram LT MC Tax Advantage Fund-Sr.III (G), tap Invest, select SIP or Lump Sum, enter the amount, and complete the payment.
Log in to 5paisa, open the Sundaram LT MC Tax Advantage Fund-Sr.III (G) page, choose SIP, select the date and amount, and set up the mandate.
Go to Portfolio on 5paisa, select Sundaram LT MC Tax Advantage Fund-Sr.III (G), tap Redeem, enter units or amount, and confirm.
The top stock holdings of Sundaram LT MC Tax Advantage Fund-Sr.III (G) are
- TREPS - 7.33%
- Aster DM Quality - 7.08%
- MTAR Technologie - 6.99%
- Angel One - 4.40%
- Affle 3i - 4.14%
The top sectors Sundaram LT MC Tax Advantage Fund-Sr.III (G) has invested in are
- - 0%