Sundaram Long Term Tax Advantage Fund Series Iii Growth Direct Plan

Risk: Very High
₹ 29.83
NAV (Sep 6,2024)

Invest in the Sundaram Long Term Tax Advantage Fund - Series III - Growth - Direct Plan and enjoy long-term benefits. With an expense ratio of 1.15, this fund aims to give you a high return on investment. The fund has a current PE ratio of 40.59 and a PB ratio of 6.70. The scheme has already established itself with an AUM of ₹36.93 crores. With a minimum investment of just ₹500 and a lock-in period of 3 years, this fund offers a great opportunity for tax-saving and wealth creation.

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

Expense ratio
UM_URBAN_MONEY

1.15%

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 Sep 08, 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 %)

₹ 10,000₹ 11,420.39 (14.20%)₹ 11,813.29 (18.13%)₹ 13,244.1 (32.44%)₹ 20,742.57 (107.43%)₹ 40,465.84 (304.66%)
₹ 30,000₹ 34,261.17 (14.20%)₹ 35,439.87 (18.13%)₹ 39,732.3 (32.44%)₹ 62,227.71 (107.43%)₹ 1,21,397.52 (304.66%)
₹ 50,000₹ 57,101.95 (14.20%)₹ 59,066.45 (18.13%)₹ 66,220.5 (32.44%)₹ 1,03,712.85 (107.43%)₹ 2,02,329.2 (304.66%)
₹ 80,000₹ 91,363.12 (14.20%)₹ 94,506.32 (18.13%)₹ 1,05,952.8 (32.44%)₹ 1,65,940.56 (107.43%)₹ 3,23,726.72 (304.66%)
₹ 1,00,000₹ 1,14,203.9 (14.20%)₹ 1,18,132.9 (18.13%)₹ 1,32,441 (32.44%)₹ 2,07,425.7 (107.43%)₹ 4,04,658.4 (304.66%)

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)

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

ELSS

Very High

28.48%

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

ELSS

Very High

22.83%

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

ELSS

Very High

20.95%

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

ELSS

Very High

20.92%

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

ELSS

Very High

19.89%

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

ELSS

Very High

19.22%

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

ELSS

Very High

18.71%

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

ELSS

Very High

16.91%

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

ELSS

Very High

15.88%

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

13.01%

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%

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

ELSS

Very High

42.78%

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

ELSS

Very High

42.73%

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

ELSS

Very High

37.02%

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

ELSS

Very High

36.28%

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

ELSS

Very High

34.96%

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

ELSS

Very High

31.85%

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

ELSS

Very High

30.56%

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

27.21%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

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

ELSS

Very High

24.79%

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

ELSS

Very High

22.42%

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%

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%

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

18.02%

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

ELSS

Very High

17.72%

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)

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

20.92%

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%

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%

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

ELSS

Very High

19.07%

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%

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

ELSS

Very High

15.31%

Show all Funds

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 - Growth - Direct Plan

vs

Edelweiss ELSS Tax saver Fund - Regular Plan - Growth

Sundaram Long Term Tax Advantage Fund - Series III - Growth - Direct Plan

vs

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

Sundaram Long Term Tax Advantage Fund - Series III - Growth - Direct Plan

vs

Franklin India ELSS Tax Saver Fund - Growth

Sundaram Long Term Tax Advantage Fund - Series III - Growth - Direct Plan

vs

Union ELSS Tax Saver Fund - Growth

Sundaram Long Term Tax Advantage Fund - Series III - Growth - Direct Plan

vs

HSBC Tax Saver Equity Fund - Growth

Sundaram Long Term Tax Advantage Fund - Series III - Growth - Direct Plan

vs

PGIM India ELSS Tax Saver Fund - Regular Plan - Growth

Sundaram Long Term Tax Advantage Fund - Series III - Growth - Direct Plan

vs

Bandhan ELSS Tax Saver Fund - Regular Plan - Growth

Sundaram Long Term Tax Advantage Fund - Series III - Growth - Direct Plan

vs

Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund - Growth - Direct Plan

Sundaram Long Term Tax Advantage Fund - Series III - Growth - Direct Plan

vs

LIC MF ELSS Tax Saver - Regular Plan - Growth

Sundaram Long Term Tax Advantage Fund - Series III - Growth - Direct Plan

vs

UTI ELSS Tax Saver Fund - Regular Plan - IDCW

FAQ's

What is the risk level associated with the Sundaram Long Term Tax Advantage Fund - Series III - Growth - Direct Plan?

The Sundaram Long Term Tax Advantage Fund - Series III - Growth - Direct Plan is a mutual fund that carries a very high level of risk for investors.

What is the current NAV (Net Asset Value) of the Sundaram Long Term Tax Advantage Fund - Series III - Growth - Direct Plan as of Sep 6,2024?

The current NAV of the Sundaram Long Term Tax Advantage Fund - Series III - Growth - Direct Plan as of Sep 6,2024 is INR 29.83.

What are the returns generated by the Sundaram Long Term Tax Advantage Fund - Series III - Growth - Direct Plan over the past 1, 3, and 5 years?

The Sundaram Long Term Tax Advantage Fund - Series III - Growth - Direct Plan has achieved impressive returns of 55.61%, 38.76%, and 26.04% over the past 1, 3, and 5 years respectively.

What is the expense ratio associated with the Sundaram Long Term Tax Advantage Fund - Series III - Growth - Direct Plan?

The Sundaram Long Term Tax Advantage Fund - Series III - Growth - Direct Plan has an expense ratio of 1.15%.

What is the minimum investment amount required for the Sundaram Long Term Tax Advantage Fund - Series III - Growth - Direct Plan?

The Sundaram Long Term Tax Advantage Fund - Series III - Growth - Direct Plan requires a minimum investment of INR 500.

Is there a systematic investment plan (SIP) available for the Sundaram Long Term Tax Advantage Fund - Series III - Growth - Direct Plan?

Yes, SIP is available for the Sundaram Long Term Tax Advantage Fund - Series III - Growth - Direct Plan with a minimum monthly investment of INR 500.

Most Popular on Urban Money

Scheme Other Funds

Most Trusted AMC

Mutual Funds Calculator

Best Tax Saver Mutual Funds

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 actually is

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 uncertainties

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

Urban Money

Disclaimer:

The website may provide information about various loan products, insurance products, credit scores & links to other websites or resources over which urbanmoney.com does not have control as such information & links are received from the Banks, NBFCs, Insurance companies & credit rating agencies. Users of this website acknowledge that urbanmoney.com is providing these information & links only as a convenience, and further agree that urbanmoney.com is not responsible for the veracity of such information. Please note that users are advised to independently verify the information & do other requisite due diligence before making any decision and that urbanmoney.com nor its employees, partners, and associated staff are not accountable for any loss, harm, or damage due to usage of information from this website.  And further that user’s use of links to such external websites are subject to the terms of use and privacy policies located on those sites.

© 2024 www.urbanmoney.com. All rights reserved.