AnandRathi

Sundaram LT MC Tax Advantage Fund-Sr.III (G)

Last Updated NAV Date: 31 Jul 2026

3 Year Returns

14.47%

NAV (₹)

35.8602

1 Day NAV Change

0.62%

No chart data available for this period.

Fund Details

Min. SIP AmountN/A
Min. Lumpsum Amount₹ 500
AUM₹ 78.05 Cr
Expense Ratio1.19%
Lock-in Period3 Yrs
Inception Date22 Nov 2016
Fund Age9 Yrs

Exit Load

Nil

Fund’s Investment Objective

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. However, there is no guarantee or assurance that the investment objective of the scheme will be achieved.

Calculate Your Mutual Fund Returns

Returns Estimator

Estimation is based on the past performance

Expected Rate of Return

The value of your investment after 5 Years will be

4,12,432

Invested Amount

3,00,000

Est. Returns

1,12,432

Scheme’s Historical Return

1 Month Return0.27%
3 Month Return5.01%
6 Month Return11.96%
1 Year Return8.42%
3 Year Return14.47%
5 Year Return15.95%

Asset Allocation

AUM

₹1,33,309.00 Cr

Cash Holdings

21.45%

Equity

70.84%

Cash

21.45%

Debt

1.71%

Other

6%

Sector Holdings

Last Updated: 30 Jun 2026
SectorsAllocationWeightageValue (in Cr.)
Others
13.87%10.827
Capital Goods-Non Electrical Equipment
11.52%8.994
Banks
10.88%8.491
IT - Software
10.25%8.002
Finance
8.09%6.317
Healthcare
7.49%5.843
Aerospace & Defence
7.15%5.581
Stock/ Commodity Brokers
4.73%3.696
Pharmaceuticals
4.67%3.642
Plastic products
4.19%3.272

Stock Holdings

Last Updated: 30 Jun 2026
NameAllocationWeightageValue (in Cr.)Sector
Aster DM Health.
7.23%5.646Healthcare
MTAR Technologie
6.91%5.392Aerospace & Defence
KSB
4.79%3.738Capital Goods-Non Electrical Equipment
Angel One
4.57%3.571Stock/ Commodity Brokers
TREPS
4.40%3.435Debt Others
Safari Inds.
4.05%3.162Plastic products
Affle 3i
3.89%3.036IT - Software
Rategain Travel
3.81%2.971IT - Software
Equitas Sma. Fin
3.70%2.885Banks
Ujjivan Small
3.50%2.73Banks

Fund Manager Details

Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd. CS, CA & has done MBA from IIM Ahmedabad

Risk-O-Meter

Very High Risk

Investors understand that their principal will be at Very High Risk

Risk Scale

Low
Moderately Low
Moderate
Moderately High
High
Very High

AMC Information

Sundaram Mutual Fund

Funds Managed

40

Assets Managed

₹ 76,995.46 Cr

Contact Details

Registered Address

Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai 600 014

Managing Director

Anand Radhakrishnan

Chief Executive Officer

Anand Radhakrishnan

Compliance Officer

P Sundararajan

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Disclaimer

The information provided on this page is for informational purposes only and should not be construed as investment advice, recommendation, or solicitation to buy or sell any securities or financial pr...

Frequently Asked Questions

You can withdraw your investment from Sundaram LT MC Tax Advantage Fund-Sr.III (G) through your mutual fund app, AMC website, or demat or stock broker online account at the applicable NAV.
The minimum investment for Sundaram LT MC Tax Advantage Fund-Sr.III (G) is ₹ 500. You can open a demat account or login to the existing stock broker online account to get started.
Sundaram LT MC Tax Advantage Fund-Sr.III (G) has a lock-in period of 3 Yrs. Schemes with a lock-in restrict withdrawals or redemptions for that duration, while schemes with no lock-in allow you to redeem anytime.
The average annualized return of Sundaram LT MC Tax Advantage Fund-Sr.III (G) over the past three years is 14.47%.
The current NAV of Sundaram LT MC Tax Advantage Fund-Sr.III (G) is 35.8602.
The Expense ratio of Sundaram LT MC Tax Advantage Fund-Sr.III (G) is 1.19%. It is an annual charge for running the mutual fund. You can find the same on the factsheet and the Asset Management Companies website.
The latest AUM of the Sundaram LT MC Tax Advantage Fund-Sr.III (G) fund is ₹ 78.05 Cr. It represents the total assets held and managed by the fund.
The exit load for Sundaram LT MC Tax Advantage Fund-Sr.III (G) is Nil.
The fund managers of the Sundaram LT MC Tax Advantage Fund-Sr.III (G) are Rohit Seksaria. However, with management's discretion, the fund manager could also change during the tenure.
Sundaram LT MC Tax Advantage Fund-Sr.III (G) was launched on 22 Nov 2016. Since then, the fund has formed an NAV (Net Asset Value) of 35.8602.

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