Sundaram Long Term Tax Advantage Fund Series Iii Regular Plan Idcw

23.94
NAV (Apr 24,2024)

The Sundaram Long Term Tax Advantage Fund - Series III - Regular Plan - IDCW is an investment scheme with a minimum investment of Rs. 500. It offers a lock-in period of 3 years. This fund has an expense ratio of 1.4% and has been established on March 28, 2018. With a Price to Earnings (PE) ratio of 40.60 and Price to Book (PB) ratio of 6.70, this fund presents potential growth opportunities for investors looking for long-term tax advantages.

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

  • 1M
  • 2M
  • 3M

Sundaram Long Term Tax Advantage Fund Series Iii Regular Plan Idcw 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

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 %)

10,467.44 (4.67%)11,672.35 (16.72%)14,807.64 (48.08%)24,779.85 (147.80%)29,178.64 (191.79%)
31,402.32 (4.67%)35,017.05 (16.72%)44,422.92 (48.08%)74,339.55 (147.80%)87,535.92 (191.79%)
52,337.2 (4.67%)58,361.75 (16.72%)74,038.2 (48.08%)1,23,899.25 (147.80%)1,45,893.2 (191.79%)
83,739.52 (4.67%)93,378.8 (16.72%)1,18,461.12 (48.08%)1,98,238.8 (147.80%)2,33,429.12 (191.79%)
1,04,674.4 (4.67%)1,16,723.5 (16.72%)1,48,076.4 (48.08%)2,47,798.5 (147.80%)2,91,786.4 (191.79%)

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)

Baroda BNP Paribas ELSS Tax Saver Fund - Regular Plan - GrowthBaroda BNP Paribas ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

26.38%

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

ELSS

Very High

21.52%

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

ELSS

Very High

20.92%

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

ELSS

Very High

19.93%

HSBC Tax Saver Equity Fund - GrowthHSBC Tax Saver Equity Fund - Growth

ELSS

Very High

19.89%

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%

Union ELSS Tax Saver Fund - GrowthUnion ELSS Tax Saver Fund - Growth

ELSS

Very High

15.88%

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

ELSS

Very High

13.88%

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

ELSS

Very High

-0.81%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

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

ELSS

Very High

61.93%

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

ELSS

Very High

59.87%

HDFC ELSS Tax saver - GrowthHDFC ELSS Tax saver - Growth

ELSS

Very High

40.38%

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

ELSS

Very High

33.31%

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

ELSS

Very High

31.52%

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

ELSS

Very High

30.56%

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

ELSS

Very High

28.69%

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

ELSS

Very High

28.07%

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

ELSS

Very High

27.56%

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

ELSS

Very High

18.28%

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%

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

ELSS

Very High

19.71%

Union ELSS Tax Saver Fund - GrowthUnion ELSS Tax Saver Fund - Growth

ELSS

Very High

19.68%

Baroda BNP Paribas ELSS Tax Saver Fund - Regular Plan - GrowthBaroda BNP Paribas ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

18.47%

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

ELSS

Very High

18.12%

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

ELSS

Very High

18.02%

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

ELSS

Very High

17.83%

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

ELSS

Very High

14.18%

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%

Union ELSS Tax Saver Fund - GrowthUnion ELSS Tax Saver Fund - Growth

ELSS

Very High

19.17%

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

ELSS

Very High

17.77%

Baroda BNP Paribas ELSS Tax Saver Fund - Regular Plan - GrowthBaroda BNP Paribas ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

17.06%

HSBC Tax Saver Equity Fund - GrowthHSBC Tax Saver Equity Fund - Growth

ELSS

Very High

16.76%

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

ELSS

Very High

16.43%

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

ELSS

Very High

15.31%

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

ELSS

Very High

15.21%

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

ELSS

Very High

14.98%

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

Get your latest Credit Score, FREE

Compare with similar Funds

Sundaram Long Term Tax Advantage Fund - Series III - Regular Plan - IDCW

vs

Sundaram Long Term Tax Advantage Fund - Series III - Regular Plan - IDCW

vs

Sundaram Long Term Tax Advantage Fund - Series III - Regular Plan - IDCW

vs

Sundaram Long Term Tax Advantage Fund - Series III - Regular Plan - IDCW

vs

Sundaram Long Term Tax Advantage Fund - Series III - Regular Plan - IDCW

vs

Sundaram Long Term Tax Advantage Fund - Series III - Regular Plan - IDCW

vs

Sundaram Long Term Tax Advantage Fund - Series III - Regular Plan - IDCW

vs

Sundaram Long Term Tax Advantage Fund - Series III - Regular Plan - IDCW

vs

Sundaram Long Term Tax Advantage Fund - Series III - Regular Plan - IDCW

vs

Sundaram Long Term Tax Advantage Fund - Series III - Regular Plan - IDCW

vs

Mutual Funds Calculator

Mutual Funds Guide

Get in-depth knowledge about all things related to Mutual Funds and your finances

Mar 12, 2024

International Mutual Funds

\International mutual funds are hidden gems in investment. These ideally allow you to invest in different countries, empowering you to diversify the portfolio across various economies, currencies, and sectors. Internatio

Feb 29, 2024

​​10 Best SIP Plans for Rs. 1000

The need for disciplined and strategic investment is becoming increasingly apparent as the financial industry develops and changes. Investing in your future has never been easier or more accessible than with the 10 best

Feb 29, 2024

How to Invest in SIP

Mutual funds are the new piggy banks. Everyone looking to multiply their wealth via mutual funds ponders over one perennial question – how to invest in a SIP? While it might sound very complex and tedious, it actua

Feb 29, 2024

Best Investment Plan for 1 Year

 For those seeking relatively quick returns or managing financial goals within a limited timeframe, mutual funds could make a substantial difference. Mutual funds, essentially pools of money managed by professionals, pro

Feb 29, 2024

How to stop a Mutual Fund SIP?

Investing in mutual funds through a Systematic Investment Plan (SIP) is a widely embraced strategy for those looking to gradually build wealth with disciplined and consistent contributions. However, life’s uncertai

Feb 29, 2024

Withdrawing from Mutual Funds

When it comes to managing your investments, mutual funds are a popular choice for those looking to expand their portfolio and earn steady returns. However, there may come a time when you need to withdraw money from your

Feb 29, 2024

Flexi Cap Fund

Are you tired of the same old mutual funds that limit your investment options and returns? Do you want to explore the full potential of the stock market and invest in the best companies across all sizes and sectors? If y

Feb 29, 2024

STCG Tax on Mutual Fund

As an investor in mutual funds, you may be aware of the various benefits they offer, such as diversification, professional management, and liquidity. But do you also know about the tax implications of your mutual fund in

Feb 29, 2024

Conservative Hybrid Funds

A conservative hybrid fund is known as a low-risk investment option. The name gives you a fair idea of a conservative hybrid fund’s associated risk, offering a unique combination of safety, stability, and potential

Feb 29, 2024

Fund of Funds (FOFs)

Are you looking for a way to diversify your investments and access a variety of funds with different strategies and asset classes? If yes, then you might want to consider Fund of Funds (FOFs) as an option. FOFs are mutua

Feb 28, 2024

Expense Ratios: Calculations, Components, and Investment Impact

The expense ratio is one of the most critical yet often overlooked aspects of investing in mutual funds and ETFs. Whether you’re a seasoned investor or just starting to dip your toes into finance, understanding thi

Feb 28, 2024

Total Expense Ratio (TER)

The Total Expense Ratio (TER) is a significant indicator of the expenses associated with overseeing and running an investment fund, like a mutual fund or Exchange-Traded Fund (ETF). Calculated as a percentage of the fund

Feb 14, 2024

Indexation in Mutual Funds

‘Indexation’ is a pivotal term for investors during decision-making. It is also considered vital to reduce tax liabilities associated with investments, especially in debt mutual funds. Although calculating In

Feb 13, 2024

Yield to Maturity

Yield to Maturity (YTM) stands out as a pivotal concept among investors. It’s a term that often bounces around in financial discussions, yet its understanding remains elusive to many. Whether you’re a novice

Feb 07, 2024

What is Arbitrage Fund

Arbitrage funds are a type of investment strategy. I.e., the funds generate income by simultaneously buying and selling securities in various markets for different prices. As exploiting the price differences between the

Urban Money