Sundaram LT Tax Advantage Fund-Sr.III Growth
Last Updated NAV Date: 29 Sep 2026
3 Year Returns
12.09%
NAV (₹)
30.7387
1 Day NAV Change
0.35%
Sundaram LT Tax Advantage Fund-Sr.III Growth is a scheme from Sundaram Mutual Fund AMC, launched on 03 Apr 2018 and currently managing ₹ 34.95 Cr in assets. It sits in the very high risk category on the riskometer, with a minimum SIP of ₹100 and a lump sum of ₹500. The sections below cover its latest NAV, historical returns, portfolio holdings, and expense ratio.
Sundaram LT Tax Advantage Fund-Sr.III Growth Fund Details
| Min. SIP Amount | N/A |
| Min. Lumpsum Amount | ₹ 500 |
| AUM | ₹ 34.95 Cr |
| Expense Ratio | 1.22% |
| Lock-in Period | 3 Yrs |
| Inception Date | 03 Apr 2018 |
| Fund Age | 8 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
Asset Allocation
AUM
₹34.95 Cr
Cash Holdings
5.74%
Equity
95.25%
Cash
5.74%
Debt
0%
Other
0%
Sundaram LT Tax Advantage Fund-Sr.III Growth Sector Holdings
Last Updated: 31 Aug 2026| Sectors | Allocation | Weightage | Value (in Cr.) |
|---|---|---|---|
| Banks | 12.34% | ₹ 4.313 | |
| Others | 12.30% | ₹ 4.301 | |
| Finance | 11.40% | ₹ 3.984 | |
| IT - Software | 10.59% | ₹ 3.701 | |
| Healthcare | 7.26% | ₹ 2.537 | |
| Capital Goods-Non Electrical Equipment | 7.17% | ₹ 2.505 | |
| Aerospace & Defence | 6.78% | ₹ 2.372 | |
| Pharmaceuticals | 5.50% | ₹ 1.924 | |
| Quick Service Restaurant | 4.56% | ₹ 1.593 | |
| Plywood Boards/Laminates | 4.27% | ₹ 1.491 |
Sundaram LT Tax Advantage Fund-Sr.III Growth Stock Holdings
Last Updated: 31 Aug 2026| Name | Allocation | Weightage | Value (in Cr.) | Sector |
|---|---|---|---|---|
| Aster DM Quality | 6.91% | ₹ 2.416 | Healthcare | |
| MTAR Technologie | 6.46% | ₹ 2.259 | Aerospace & Defence | |
| TREPS | 5.74% | ₹ 2.008 | Debt Others | |
| Ujjivan Small | 5.32% | ₹ 1.858 | Banks | |
| Affle 3i | 4.37% | ₹ 1.529 | IT - Software | |
| TVS Holdings | 4.36% | ₹ 1.523 | Finance | |
| KSB | 4.28% | ₹ 1.497 | Capital Goods-Non Electrical Equipment | |
| Rategain Travel | 3.93% | ₹ 1.372 | IT - Software | |
| Eternal | 3.90% | ₹ 1.362 | E-Commerce/App based Aggregator | |
| CSB Bank | 3.27% | ₹ 1.144 | Banks |
Fund Manager Details
Risk-O-Meter
Investors understand that their principal will be at Very High Risk
Risk Scale
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
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