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 #5 of 57 in category.
Fund basics
| Category | Equity: ELSS |
|---|
| NAV | ₹30.38 (as of 2026-10-01) |
|---|
| AUM | ₹0 Cr |
|---|
| Expense ratio | 0.00% |
|---|
| Riskometer | Very High |
|---|
| Fund manager | Rohit Seksaria |
|---|
| Exit load | 0 |
|---|
Performance & risk
| 5-year annualised return | 15.82% |
|---|
| Sharpe ratio | 0.48 |
|---|
| Standard deviation | 18.45% |
|---|
| Max drawdown | −50.77% |
|---|
| Alpha | 1.51 |
|---|
| Beta | 1.06 |
|---|
Over 5 years, captured 107.2% of Nifty 500's upside and 70.8% of its downside.
Market cap allocation
| Large cap | 6.2% |
|---|
| Mid cap | 10.1% |
|---|
| Small cap | 83.7% |
|---|
Concentration
| Top 5 holdings | 27.4% |
|---|
| Top 10 holdings | 46.0% |
|---|
| Total holdings | 40 |
|---|
| Index overlap | 3.0% |
|---|
| Active share | 97.0% |
|---|
Top holdings
- Aster DM Healthcare Limited — 6.9%
- MTAR Technologies Limited — 6.5%
- TREPS — 5.7%
- Ujjivan Small Finance Bank Limited — 5.3%
- AFFLE 3I LIMITED — 4.4%
- TVS Holdings Limited — 4.4%
- KSB LIMITED — 4.3%
- RateGain Travel Technologies Limited — 3.9%
- Eternal Limited — 3.9%
- CSB Bank Limited — 3.3%
Top sectors
- Banking & Financial — 14.8%
- Finance & Investments — 10.9%
- Industrial Products — 10.5%
Calendar-year track record
| Year | Return | Quartile | Category rank |
|---|
| 2026 (partial) | 5.6% | Q1 (Top) | #3 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 |