Sundaram Long Term Tax Advantage Fund - Series III - Regular Plan - IDCW : Latest NAV, Performance & Returns

MUTUAL FUND SCHEME SNAPSHOT

Dividend|Sundaram Mutual Fund

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

19 Jun 2025
26.2640
-0.3206
(-1.21%)
  • YTD Return
    -0.3206
  • Expense Ratio
    1.41
  • Turnover Ratio
    0.00
  • Inception Date
    28 Mar 2018
  • Std Deviation
    1.0984
  • 52 W High
    29.5567
  • 52 W Low
    22.8198
Performance Chart ADVANCED CHARTING >>
AUM Movements
Assets size in Rs. (Cr.)
Min :
Max
Scheme Performance (as on 19 Jun 2025)
1M 3M 6M 1Y 3Y 5Y SINCE
INCEPTION
Sundaram Long Term Tax Advantage Fund - Series III .. 2.88 15.97 -1.79 -0.20 26.41 34.75 15.09
BSE 500 (BENCHMARK) 2.79 12.54 32.84 6.37 3.11 7.65 13.46
*Note, Benchmark returns below 1 Year is absolute returns and above one year is on CAGR basis.
Scheme Portfolio
AMC Details
AMC Name
Sundaram Mutual Fund
Fund Manager
Rohit Seksaria
Regd. office
Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai - 600 014.
Telephone No.
+91 (22) 28583362/3367
Fax No.
+91 (22) 22858 3156

Market Today

25038.75 245.50 (0.99 %)

FAQ

What is the Expense Ratio of Sundaram Long Term Tax Advantage Fund - Series III - Regular Plan - IDCW

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The Expense ratio of Sundaram Long Term Tax Advantage Fund - Series III - Regular Plan - IDCW is 1.41

What is the Turn Over Ratio of Sundaram Long Term Tax Advantage Fund - Series III - Regular Plan - IDCW

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The turnover ratio of Sundaram Long Term Tax Advantage Fund - Series III - Regular Plan - IDCW is 0.00

What is the Inception date of Sundaram Long Term Tax Advantage Fund - Series III - Regular Plan - IDCW

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Sundaram Long Term Tax Advantage Fund - Series III - Regular Plan - IDCW started on 28 Mar 2018

What is the Standard Deviation of Sundaram Long Term Tax Advantage Fund - Series III - Regular Plan - IDCW

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The standard deviation of Sundaram Long Term Tax Advantage Fund - Series III - Regular Plan - IDCW is 1.0984

What is the 52 Week High of Sundaram Long Term Tax Advantage Fund - Series III - Regular Plan - IDCW

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The 52-week high of Sundaram Long Term Tax Advantage Fund - Series III - Regular Plan - IDCW is 29.5567

What is the 52 Week Low of Sundaram Long Term Tax Advantage Fund - Series III - Regular Plan - IDCW

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The 52-week low of Sundaram Long Term Tax Advantage Fund - Series III - Regular Plan - IDCW is 22.8198

What is the NAV Of Sundaram Long Term Tax Advantage Fund - Series III - Regular Plan - IDCW

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The NAV of Sundaram Long Term Tax Advantage Fund - Series III - Regular Plan - IDCW is 26.2640