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Sundaram LT Tax Adv Fund-Sr III

Growth
28.490.36% (+0.10)

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Sundaram LT Tax Adv Fund-Sr III

Growth
EquityEquity Linked Savings Scheme (ELSS)
Small-size FundAssets Under Mgmt: ₹ 36 Cr
Very High RiskPrinciple investment will be at very high risk
28.490.36% (+0.10)

Price Chart

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Returns
0.00%
1M
6M
1Y
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5Y
Max
SIP
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1M
6M
1Y
3Y
5Y
Max
SIP

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EquityEquity Linked Savings Scheme (ELSS)
Small-size FundAssets Under Mgmt: ₹ 36 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
1.1816.290.65
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.4315.071.14

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth3 yrs—
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Not allowedNot allowed
BenchmarkBenchmark
BSE 500

About Equity Linked Savings Scheme (ELSS)

Equity Linked Savings Scheme or ELSS are the equity funds that invest majorly in equity or equity-related instruments. They offer the tax benefits under the new Section 80C of the Income Tax Act 1961.

Peers & Comparison

Comparing 3 mutual funds from 
EquityEquity Linked Savings Scheme (ELSS)

Returns

Scheme

Ratios

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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Sundaram LT Tax Adv Fund-Sr III14.34%22.90%16.78%
Axis ELSS Tax Saver Fund20.44%9.78%17.66%
SBI Long Term Equity Fund32.01%25.91%17.34%
Mirae Asset ELSS Tax Saver Fund21.43%16.52%20.32%

Price Comparison

Compare Sundaram LT Tax Adv Fund-Sr III with any MF, ETF, stock or index
Compare Sundaram LT Tax Adv Fund-Sr III with any MF, ETF, stock or index
Sundaram LT Tax Adv Fund-Sr III
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Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Nov 2024

ACTUAL
Cash & EquivalentsEquity0.96%99.04%

Mar 2024

Jun 2024

Sep 2024

Nov 2024

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Sector Distribution

+19 moreIndustrial MachineryPharmaceuticalsPrivate BanksIT Services & ConsultingInvestment Banking & Brokerage55.86 %6.12 %7.69 %8.08 %10.64 %11.61 %

Mar 2024

Jun 2024

Sep 2024

Nov 2024

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Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Nov 244.70%8.43%9.06%8.33%10.60%11.61%
Investment Banking & Brokerage as a % of total holdings for last six quarters
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Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change
  • Multi Commodity Exchange of India Ltd
    MCX
    3M change : 1.21 %

    Holdings

    7.00 %

    1.21 %
  • Safari Industries (India) Ltd
    SAFARI
    3M change : 0.59 %

    Holdings

    5.17 %

    0.59 %
  • KEI Industries Ltd
    KEI
    3M change : 0.06 %

    Holdings

    4.80 %

    0.06 %

AMC Profile

Sundaram Asset Management Company Limited is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited (SFL).

  • No.of Schemes

    40

  • Total AUM

    ₹ 68,446.77 Cr.

Fund Manager Profile

Rohit Seksaria

AUM:  ₹15,751.04 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: —

Sudhir Kedia

AUM:  ₹9,065.72 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: —

Manager Performance (0)

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Tax Implications

Invested period > 3 year

Gains are treated as long-term capital gains and taxed at 10%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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