Sundaram Long Term Tax Advantage Fund Sr III
The scheme seeks 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.
Growthvine rating: 5/5 — ranked #2 of 57 in category.
Fund basics
| Category | Equity: ELSS |
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| NAV | ₹28.64 (as of 2026-10-22) |
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| AUM | ₹0 Cr |
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| Expense ratio | 0.00% |
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| Riskometer | Very High |
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| Fund manager | Rohit Seksaria |
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| Exit load | 0 |
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Performance & risk
| 5-year annualised return | 15.82% |
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| Sharpe ratio | 0.41 |
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| Standard deviation | 18.59% |
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| Max drawdown | −50.77% |
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| Alpha | 1.51 |
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| Beta | 1.04 |
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Over 5 years, captured 107.2% of Nifty 500's upside and 70.8% of its downside.
Market cap allocation
| Large cap | 6.1% |
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| Mid cap | 9.6% |
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| Small cap | 84.3% |
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Concentration
| Top 5 holdings | 28.4% |
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| Top 10 holdings | 46.3% |
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| Total holdings | 40 |
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| Index overlap | 3.1% |
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| Active share | 96.9% |
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Top holdings
- MTAR Technologies Limited — 7.4%
- Aster DM Healthcare Limited — 6.6%
- Ujjivan Small Finance Bank Limited — 5.4%
- KSB LIMITED — 4.7%
- AFFLE 3I LIMITED — 4.3%
- TVS Holdings Limited — 4.1%
- Eternal Limited — 3.9%
- RateGain Travel Technologies Limited — 3.7%
- TREPS — 3.3%
- Greenpanel Industries Limited — 3.1%
Top sectors
- Banking & Financial — 15.6%
- Finance & Investments — 10.5%
- Industrial Products — 9.9%
Calendar-year track record
| Year | Return | Quartile | Category rank |
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| 2026 (partial) | −0.5% | Q1 (Top) | #4 of 52 |
| 2025 | 4.1% | Q2 | #25 of 51 |
| 2024 | 12.1% | Q4 (Bottom) | #46 of 51 |
| 2023 | 50.0% | Q1 (Top) | #2 of 48 |
| 2022 | 6.1% | Q1 (Top) | #10 of 43 |