Mutual Fund
Mutual Fund

Scheme Snapshot
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Sundaram Long Term Tax Advantage Fund - Series III - Direct Plan

Fund : Sundaram Mutual Fund
Category : Equity - ELSS
Type : Closed Ended
NAV(07/08/2026) 33.5111
Percentage Returns :
1 Month Ago : 2.12%
3 Months Ago : 5.44%
1 Year Ago : 16.04%
Snapshot
Inception Date 27/12/2017 Fund Manager Mr. Rohit Seksaria
Initial Price 10.00 Min. Invest. ₹ 500
Objectives The investment objective of the scheme is to generate capital appreciation over a period of ten years by investing predominantly in equity and equity-related instruments of companies along with income tax benefit.
Entry Load Nil
Exit Load Nil
Scheme Plan Growth
Scheme Class Equity - ELSS
Scheme Type Closed Ended
Trailing Returns
Type 1 Mth(in %) 3 Mths(in %) 1 Yr(in %) 3 Yrs(in %)
Scheme2.125.4416.0416.72
Category1.963.495.9745.73
Sensex0.40.84-2.635.98
Nifty0.71-0.17.83
NAV Chart
Other Options
OptionsNAV(₹)
Growth33.5111 (07/08/2026)
IDCW31.9025 (07/08/2026)
Scheme Size
Holding DateValue (₹ Cr)
30/06/202634.84
31/05/202633.78
30/04/202633.90
31/03/202628.88
28/02/202631.88
Mutual Fund
Sundaram Towers, 2nd Floor, 46 Whites Road, Royapettah,, Chennai (Madras), Tamil Nadu, India - 600014
Email : ajithk@sundarammutual.com
Web : https://www.sundarammutual.com
Registrar
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