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Mutual Fund

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Scheme Snapshot

  • Search Scheme 
    Sundaram Long Term Tax Advantage Fund - Series III
    Fund Sundaram Mutual Fund
    Category Equity - Tax Planning
    Type Closed Ended
    NAV(03/07/2025) 28.9743
    Percentage Returns
    1 Month Ago 6.17%
    3 Months Ago 18.57%
    1 Year Ago 2.98%
Snapshot
Inception Date 12/27/2017 Fund Manager Mr. Rohit Seksaria
Initial Price 10.00 Min. Invest. Rs.500
Objectives 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.
Entry Load Nil
Exit Load Nil
Trailing Returns
  1 Mth 3 Mths 1 Yr 3 Yrs
Scheme6.1718.572.9826.63
Category3.7411.633.4177.5
Sensex3.19.14.0716.31
Nifty3.529.274.6117.27
NAV Chart
Other Options
Options NAV
Growth28.9743 (03/07/2025)
IDCW27.5441 (03/07/2025)
Asset Allocation
Holding DateValue (Rs. Cr.)
31/05/202533.41
30/04/202531.10
31/03/202530.07
28/02/202528.86
31/01/202532.92
Mutual Fund
Sundaram Towers, 2nd Floor, 46 Whites Road, Royapettah,, Chennai (Madras), Tamil Nadu, India - 600014
Email : babamj@sundarammutual.com
Web : https://www.sundarammutual.com
Registrar
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