Sundaram Long Term Tax Advantage Fund Series Iii Growth Direct Plan

25.70
NAV (Feb 27,2024)

Sundaram Long Term Tax Advantage Fund Series Iii Growth Direct Plan Latest Trend

  • 1M
  • 2M
  • 3M

Sundaram Long Term Tax Advantage Fund Series Iii Growth Direct Plan Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    40.60
  • P/B Ratio
    UM_URBAN_MONEY

    6.70
  • Alpha
    UM_URBAN_MONEY

    0.09
  • Beta
    UM_URBAN_MONEY

    0.80
  • Sharpe
    UM_URBAN_MONEY

    0.25
  • Sortino
    UM_URBAN_MONEY

    0.37

Fund Overview

1.15%

Expense ratio
UM_URBAN_MONEY

0%

Exit Load
UM_URBAN_MONEY

No Lock-in

Lock-in
UM_URBAN_MONEY

36.93 Cr

AUM (Fund Size)
UM_URBAN_MONEY

Index
UM_URBAN_MONEY

SIP ₹500.00

Min. Investment
UM_URBAN_MONEY

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Feb 29, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

10,874.86 (8.75%)11,897.84 (18.98%)15,485.16 (54.85%)24,855.91 (148.56%)31,976.29 (219.76%)
32,624.58 (8.75%)35,693.52 (18.98%)46,455.48 (54.85%)74,567.73 (148.56%)95,928.87 (219.76%)
54,374.3 (8.75%)59,489.2 (18.98%)77,425.8 (54.85%)1,24,279.55 (148.56%)1,59,881.45 (219.76%)
86,998.88 (8.75%)95,182.72 (18.98%)1,23,881.28 (54.85%)1,98,847.28 (148.56%)2,55,810.32 (219.76%)
1,08,748.6 (8.75%)1,18,978.4 (18.98%)1,54,851.6 (54.85%)2,48,559.1 (148.56%)3,19,762.9 (219.76%)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • TREPS5.45%
  • KEI Industries Ltd4.96%
  • KSB LTD4.83%
  • Equitas Small Finance Bank Limited4.35%
  • Green Panel Industries Ltd4.29%
  • Multi Commodity Exchange of India Ltd3.93%
  • Safari Industries India Ltd3.81%
  • Angel One Ltd3.47%
  • Ador Welding Ltd3.28%
  • PVR INOX Ltd2.71%
  • Ashoka Buildcon Ltd2.65%
  • Healthcare Global Enterprises Ltd2.42%
  • TVS Holdings Ltd2.41%
  • Heritage Foods Ltd2.37%
  • JB Chemicals & Pharmaceuticals Ltd2.36%
  • Can Fin Homes Ltd2.34%
  • Brigade Enterprises Ltd2.17%
  • Sapphire Foods India Ltd2.17%
  • IDFC Ltd2.03%
  • Creditaccess Grameen Ltd2.00%
  • Navin Fluorine International Ltd1.92%
  • Laurus Labs Ltd1.92%
  • JK Cement Ltd1.87%
  • Westlife Foodworld Ltd1.80%
  • Century Plyboards India Ltd1.76%
  • Butterfly Gandhimathi Appliances Ltd1.72%
  • Affle India Ltd1.72%
  • Rajapalayam Mills Ltd1.60%
  • MTAR Technologies Ltd1.57%
  • Ujjivan Financial Services Ltd1.49%
  • Grindwell Norton Ltd1.49%
  • Kennametal India Ltd1.47%
  • Indoco Remedies Ltd1.45%
  • Navneet Education Ltd1.39%
  • EID Parry India Ltd1.24%
  • The Phoenix Mills Ltd1.18%
  • Tata Metaliks Ltd1.14%
  • Home First Finance Company Ltd1.11%
  • Cholamandalam Financial Holdings Ltd1.03%
  • Taj GVK Hotels & Resorts Ltd1.00%
  • Carborundum Universal Ltd0.92%
  • Stove Kraft Ltd0.92%
  • RHI Magnesita India Ltd0.92%
  • Transport Corporation of India Ltd0.90%
  • Procter & Gamble Health Ltd0.80%
  • MM Forgings Ltd0.55%
  • Sundaram Clayton Ltd0.47%
  • Crompton Greaves Consumer Electricals Ltd0.45%
  • TVS Holdings Ltd Preference share0.38%
  • Valiant Organics Ltd0.32%
  • CSB Bank Ltd0.26%
  • Sundaram Clayton DCD Ltd Unlisted Preference share0.00%
  • Cash and Other Net Current Assets-0.75%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

SBI Long Term Equity Fund - Regular Plan - IDCWSBI Long Term Equity Fund - Regular Plan - IDCW

ELSS

Very High

31.01%

NJ ELSS Tax Saver Scheme - Regular Plan - GrowthNJ ELSS Tax Saver Scheme - Regular Plan - Growth

ELSS

Very High

27.47%

Motilal Oswal ELSS Tax Saver Fund - Regular Plan - GrowthMotilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

26.16%

Groww ELSS Tax Saver Fund - Regular Plan - GrowthGroww ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

20.29%

HDFC ELSS Tax saver - GrowthHDFC ELSS Tax saver - Growth

ELSS

Very High

20.22%

Parag Parikh ELSS Tax Saver Fund - Regular Plan - GrowthParag Parikh ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

19.22%

Samco ELSS Tax Saver Fund - Regular Plan - GrowthSamco ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

19.21%

IDBI Equity Advantage Fund - Regular Plan - GrowthIDBI Equity Advantage Fund - Regular Plan - Growth

ELSS

Very High

14.99%

Axis ELSS Tax Saver Fund - Regular Plan - GrowthAxis ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

10.83%

LIC MF ELSS Tax Saver - Regular Plan - GrowthLIC MF ELSS Tax Saver - Regular Plan - Growth

ELSS

Very High

10.58%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Bank of India ELSS Tax Saver - Regular Plan - GrowthBank of India ELSS Tax Saver - Regular Plan - Growth

ELSS

Very High

47.02%

JM ELSS Tax Saver Fund - GrowthJM ELSS Tax Saver Fund - Growth

ELSS

Very High

40.30%

Taurus ELSS Tax Saver Fund - Regular Plan - GrowthTaurus ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

37.02%

Quantum ELSS Tax Saver Fund - Growth - Direct PlanQuantum ELSS Tax Saver Fund - Growth - Direct Plan

ELSS

Very High

33.25%

Edelweiss ELSS Tax saver Fund - Regular Plan - GrowthEdelweiss ELSS Tax saver Fund - Regular Plan - Growth

ELSS

Very High

30.88%

ICICI Prudential ELSS Tax Saver Fund - GrowthICICI Prudential ELSS Tax Saver Fund - Growth

ELSS

Very High

29.86%

Kotak ELSS Tax Saver Fund - GrowthKotak ELSS Tax Saver Fund - Growth

ELSS

Very High

29.69%

Canara Robeco ELSS Tax Saver - Regular Plan - IDCWCanara Robeco ELSS Tax Saver - Regular Plan - IDCW

ELSS

Very High

28.68%

UTI ELSS Tax Saver Fund - Regular Plan - IDCWUTI ELSS Tax Saver Fund - Regular Plan - IDCW

ELSS

Very High

27.61%

PGIM India ELSS Tax Saver Fund - Regular Plan - GrowthPGIM India ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

20.63%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Bandhan ELSS Tax Saver Fund - Regular Plan - GrowthBandhan ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

24.06%

Nippon India ELSS Tax Saver Fund - GrowthNippon India ELSS Tax Saver Fund - Growth

ELSS

Very High

22.74%

Franklin India ELSS Tax Saver Fund - GrowthFranklin India ELSS Tax Saver Fund - Growth

ELSS

Very High

21.60%

Kotak ELSS Tax Saver Fund - GrowthKotak ELSS Tax Saver Fund - Growth

ELSS

Very High

20.08%

JM ELSS Tax Saver Fund - GrowthJM ELSS Tax Saver Fund - Growth

ELSS

Very High

19.80%

Taurus ELSS Tax Saver Fund - Regular Plan - GrowthTaurus ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

19.39%

ICICI Prudential ELSS Tax Saver Fund - GrowthICICI Prudential ELSS Tax Saver Fund - Growth

ELSS

Very High

18.68%

Quantum ELSS Tax Saver Fund - Growth - Direct PlanQuantum ELSS Tax Saver Fund - Growth - Direct Plan

ELSS

Very High

18.20%

PGIM India ELSS Tax Saver Fund - Regular Plan - GrowthPGIM India ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

17.35%

UTI ELSS Tax Saver Fund - Regular Plan - IDCWUTI ELSS Tax Saver Fund - Regular Plan - IDCW

ELSS

Very High

14.89%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant ELSS Tax Saver Fund - GrowthQuant ELSS Tax Saver Fund - Growth

ELSS

Very High

32.62%

DSP ELSS Tax Saver Fund - Regular Plan - GrowthDSP ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

20.35%

Motilal Oswal ELSS Tax Saver Fund - Regular Plan - GrowthMotilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

19.68%

Mirae Asset ELSS Tax Saver Fund - Regular Plan - GrowthMirae Asset ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

19.45%

Mahindra Manulife ELSS Tax Saver Fund - Regular Plan - GrowthMahindra Manulife ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

17.35%

Invesco India ELSS Tax Saver Fund - GrowthInvesco India ELSS Tax Saver Fund - Growth

ELSS

Very High

16.82%

Shriram ELSS Tax Saver Fund - Regular Plan - GrowthShriram ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

16.17%

Nippon India ELSS Tax Saver Fund - GrowthNippon India ELSS Tax Saver Fund - Growth

ELSS

Very High

15.31%

Groww ELSS Tax Saver Fund - Regular Plan - GrowthGroww ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

14.07%

Navi ELSS Tax Saver Fund - Regular Plan - GrowthNavi ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

13.66%

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