Sundaram Long Term Tax Advantage Fund - Series III - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
| 1 Year | 3 Year | 5 Year | 9 Year | |
| CAGR(%) | 18.62 | 19.49 | 22.82 | N/A |
| Average Rolling Returns(%) | 24.03 | 26.50 | 25.88 | N/A |
The Current NAV of Sundaram Long Term Tax Advantage Fund - Series III - Growth - Direct Plan is ₹31.73.
You can consider SIP in Sundaram Long Term Tax Advantage Fund - Series III - Growth - Direct Plan as it has consistently outperformed the benchmark and has a Somewhat Good quality portfolio. Funds returns are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.
Sundaram Long Term Tax Advantage Fund - Series III - Growth - Direct Plan fund’s expense ratio is 1.17%
The process for redemption is
The AUM of Sundaram Long Term Tax Advantage Fund - Series III - Growth - Direct Plan is currently ₹34 Crores.
The Top three stocks are Aster DM Healthcare, MTAR Technologies and KSB and account for 18% of its portfolio. Top 5 and 10 stocks of fund account for 27% and 45% of fund’s portfolio respectively.
Top three sectors of Sundaram Long Term Tax Advantage Fund - Series III - Growth - Direct Plan fund are BFSI, Capital Goods and Healthcare accounting for 56% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - ELSS it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Sundaram Long Term Tax Advantage Fund - Series III - Growth - Direct Plan Fund is Equity - ELSS.
Rohit Seksaria manages the Sundaram Long Term Tax Advantage Fund - Series III - Growth - Direct Plan Fund.
Sundaram Long Term Tax Advantage Fund - Series III - Growth - Direct Plan current PE ratio is 46.14 and PB ratio is 4.90
The asset allocation of Sundaram Long Term Tax Advantage Fund - Series III - Growth - Direct Plan is Stocks : 95.85%, Debt : 4.14% and Gold : 0%
The minimum SIP amount for Sundaram Long Term Tax Advantage Fund - Series III - Growth - Direct Plan is N/A and minimum lumpsum is ₹500.00
The exit load for Sundaram Long Term Tax Advantage Fund - Series III - Growth - Direct Plan is N/A
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