Sundaram Long Term Tax Advantage Fund Series III Regular Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW)
Fund House: Sundaram Mutual Fund| Category: Equity: ELSS |
| Launch Date: 28-03-2018 |
| Asset Class: Equity |
| Benchmark: BSE 500 TRI |
| TER: 1.4% As on (30-03-2026) |
| Status: Close Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 29 Cr As on 31-03-2026(Source:AMFI) |
| Turn over: 19% | Exit Load: NIL |
(%)
%
Benchmark: 12.21%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
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
Current Asset Allocation (%)
Indicators
| Standard Deviation | 15.05 |
| Sharpe Ratio | 1.43 |
| Alpha | 11.15 |
| Beta | 0.85 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|
Scheme Characteristics
Minimum investment in equity & equity related instruments - 80% of total assets (in accordance with Equity Linked Saving Scheme, 2005 notified by Ministry of Finance).
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
85.73%
Others
5.08%
Large Cap
3.29%
Mid Cap
5.9%
