35456
18076
Sundaram LT Tax Advantage Fund-Sr.III Growth
16.77
6.43
19.47
1.24
-1.65
14.79
6.56
14.43
https://storage.googleapis.com/5paisa-prod-storage/files/2024-06/sundaram-mf_1.png
7
2.43
19.47
Sundaram LT Tax Advantage Fund-Sr.III (G)
2.43
19.47
1.19
3.5
5 Years
-
NAV
29.94
10 Jun 2026
-
-0.78%
1 Day
-
16.77%
3Y CAGR returns
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-
NA
Min SIP -
₹ 500
Min Lumpsum -
1.18%
Expense Ratio -
34 Cr
Fund Size -
8 Years
Fund Age
SIP Calculator
₹
₹
Yr
- Invested Amount
- ₹ 00
- Wealth Gained
- ₹ 00
- Expected Amount
- ₹ 00
₹
Yr
- Invested Amount
- ₹ 00
- Wealth Gained
- ₹ 00
- Expected Amount
- ₹ 00
Returns and Ranks ( as on 10 Jun 2026 )
- 1Y Returns
- 3Y Returns
- 5Y Returns
- MAX Returns
- Trailing Returns
- 6.43%
- 16.77%
- 19.47%
- 14.43
- 8.55Alpha
- 4.83SD
- 0.95Beta
- 0.54Sharpe
- Exit Load
- 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.
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.
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18076
- Fund Name
-
- Equity
- Mid Cap Fund
- AUM - ₹ 13,378
-
- Equity
- Sectoral / Thematic
- AUM - ₹ 990
-
- Equity
- Small Cap Fund
- AUM - ₹ 3,563
-
- Other
- FoFs Overseas
- AUM - ₹ 162
-
- Equity
- ELSS
- AUM - ₹ 23
- Address :
- Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai 600 014
-
- Contact :
- +91044-2858 3362/3367
-
- Email ID :
- customerservices@sundarammutual.com
Mutual Fund by Category
Large Cap
- Fund Name
Quant Large Cap Fund Growth
- 15.43%
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 3,112
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 213
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 1,722
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 51,690
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 75,650
Mid Cap
Multi Cap
ELSS
Focused
Sectoral / Thematic
Small Cap
Dividend Yield
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Liquid Mutual
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Long Duration
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FAQs
Sundaram LT Tax Advantage Fund-Sr.III Growth has delivered 14.47% since inception
The NAV of Sundaram LT Tax Advantage Fund-Sr.III Growth is ₹29.975 as of 10 Jun 2026
The expense ratio of Sundaram LT Tax Advantage Fund-Sr.III Growth is 1.18 % as of 10 Jun 2026
The AUM of Sundaram LT Tax Advantage Fund-Sr.III Growth 33.9 CR as of 10 Jun 2026
The minimum SIP amount of Sundaram LT Tax Advantage Fund-Sr.III Growth is
The top stock holdings of Sundaram LT Tax Advantage Fund-Sr.III Growth are
- MTAR Technologie - 7.48%
- Aster DM Health. - 6.89%
- TVS Holdings - 4.62%
- KSB - 4.33%
- Ujjivan Small - 4.33%
The top sectors Sundaram LT Tax Advantage Fund-Sr.III Growth has invested in are
- - 0%