Sundaram Long Term Tax Advantage Fund Series Iii Regular Plan Growth

25.35
NAV (Apr 25,2024)

Invest in the Sundaram Long Term Tax Advantage Fund - Series III - Regular Plan - Growth and enjoy the benefits of long-term tax saving. With a minimum investment of ₹500, this fund offers a lock-in period of 3 years. Established on March 28, 2018, it has an expense ratio of 1.4%. The fund has a Price to Earnings (PE) ratio of 40.60 and a Price to Book (PB) ratio of 6.70. Its scheme assets under management (AUM) are ₹36.93 crores.

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

  • 1M
  • 2M
  • 3M

Sundaram Long Term Tax Advantage Fund Series Iii Regular Plan Growth 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

    0.79
  • Sharpe
    UM_URBAN_MONEY

    0.24
  • Sortino
    UM_URBAN_MONEY

    0.37

Fund Overview

Expense ratio
UM_URBAN_MONEY

1.40%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

36.93 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹500.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Apr 26, 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 %)

10,316.31 (3.16%)11,645.84 (16.46%)14,712.67 (47.13%)24,723.47 (147.23%)28,974.6 (189.75%)
30,948.93 (3.16%)34,937.52 (16.46%)44,138.01 (47.13%)74,170.41 (147.23%)86,923.8 (189.75%)
51,581.55 (3.16%)58,229.2 (16.46%)73,563.35 (47.13%)1,23,617.35 (147.23%)1,44,873 (189.75%)
82,530.48 (3.16%)93,166.72 (16.46%)1,17,701.36 (47.13%)1,97,787.76 (147.23%)2,31,796.8 (189.75%)
1,03,163.1 (3.16%)1,16,458.4 (16.46%)1,47,126.7 (47.13%)2,47,234.7 (147.23%)2,89,746 (189.75%)

Calculate Your Mutual Fund Returns

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

Total investment

+

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

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)

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

ELSS

Very High

23.40%

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

ELSS

Very High

22.83%

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

ELSS

Very High

20.92%

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

ELSS

Very High

19.32%

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

ELSS

Very High

17.06%

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

ELSS

Very High

15.96%

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

ELSS

Very High

15.09%

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

ELSS

Very High

14.22%

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

ELSS

Very High

13.88%

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

ELSS

Very High

11.47%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

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

ELSS

Very High

46.30%

ITI ELSS Tax Saver Fund - Regular Plan - GrowthITI ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

46.21%

WhiteOak Capital ELSS Tax Saver Fund - Regular Plan - GrowthWhiteOak Capital ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

44.46%

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

ELSS

Very High

40.08%

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

ELSS

Very High

39.50%

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

ELSS

Very High

36.54%

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

ELSS

Very High

31.85%

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

ELSS

Very High

30.66%

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

ELSS

Very High

30.00%

360 ONE ELSS Tax Saver Nifty 50 Index Fund - Regular Plan - Growth360 ONE ELSS Tax Saver Nifty 50 Index Fund - Regular Plan - Growth

ELSS

Very High

24.41%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

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

ELSS

Very High

22.02%

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

ELSS

Very High

21.60%

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

ELSS

Very High

21.00%

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

ELSS

Very High

19.98%

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

ELSS

Very High

18.05%

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

ELSS

Very High

18.02%

ITI ELSS Tax Saver Fund - Regular Plan - GrowthITI ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

17.93%

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

ELSS

Very High

16.76%

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

ELSS

Very High

16.07%

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

ELSS

Very High

15.77%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

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

ELSS

Very High

20.89%

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

ELSS

Very High

19.94%

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

ELSS

Very High

18.43%

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

ELSS

Very High

16.39%

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

ELSS

Very High

16.37%

Tata ELSS Tax Saver Fund - Regular Plan - IDCW PayTata ELSS Tax Saver Fund - Regular Plan - IDCW Pay

ELSS

Very High

16.36%

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

ELSS

Very High

16.34%

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

ELSS

Very High

15.13%

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

ELSS

Very High

14.07%

Aditya Birla Sun Life Tax Plan - IDCWAditya Birla Sun Life Tax Plan - IDCW

ELSS

Very High

3.41%

Fund Managers

RS

Mr. Rohit Seksaria

SK

Mr. Sudhir KediaFund Manager

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