Scheme

Sundaram Long Term Tax Advantage Fund Series III

Holds 40 companies worth ₹32.7 Cr in Sept 2026.

Fund house
SundaramThe fund house that runs this scheme.
AUM
₹33.8 CrSundaram Long Term Tax Advantage Fund Series III's AUM at the end of 30 Sept 2026, as AMFI reports it. Down 3.4% on Aug 2026, ₹35 Cr.
Largest holding
Mtar Technologies LimitedMtar Technologies Limited is 7.4% of this scheme's NAV.
Fund manager
Rohit SeksariaRuns its co-manager part since 31 Dec 2021, as the fund house dates it.

Holdings^{(Apr 2018 – Sept 2026)}

Holdings in Sept 2026. Tick up to 2 to plot them.
Plot	40 companies ·	₹ Cr
	Mtar Technologies Limited	2.5
	Aster DM Healthcare Limited	2.2
	Ujjivan Small Finance Bank Limited	1.8
	KSB Limited	1.6
	Affle 3i Limited	1.5
	TVS Holdings Limited	1.4
	Eternal Limited	1.3
	Rategain Travel Technologies Limited	1.3
	Greenpanel Industries Limited	1.1
	CSB Bank Limited	1
	Equitas Small Finance Bank Limited	1
	Angel One Limited	1
	Procter Gamble Health Limited	0.97
	Sapphire Foods India Limited	0.95
	Brigade Enterprises Ltd	0.91
	Safari Industries India Limited	0.88
	Security and Intelligence Services India Limited	0.83
	JK Cement	0.68
	Interglobe Aviation Limited	0.67
	Can Fin Homes Limited	0.67
	PNB Housing Finance Limited	0.65
	Venus Pipes And Tubes Limited	0.63
	Landmark Cars Limited	0.54
	Cholamandalam Financial Holdings Limited	0.51
	Orient Refractories Limited	0.49
	Clean Science and Technology Limited	0.49
	IIFL Securities Ltd	0.48
	Natco Pharma	0.47
	Grindwell Norton Limited	0.44
	Elecon Engineering Co Ltd	0.4
	EIDPARRY	0.39
	Bandhan Bank Limited	0.38
	Amber Enterprises India Limited	0.36
	Century Plyboards India Limited	0.36
	Granules India Limited	0.35
	R Systems International Limited	0.33
	Birlasoft Limited	0.31
	Ganesha Ecosphere Limited	0.31
	Aavas Financiers Limited	0.31
	KEI Industries Limited	0.21

Mtar Technologies Limited
Aster DM Healthcare Limited

Market value of each ticked company in Sundaram Long Term Tax Advantage Fund Series III, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.
Month	Mtar Technologies Limited	Aster DM Healthcare Limited
Sept 2025	₹0 Cr	₹2 Cr
Oct 2025	₹0 Cr	₹2.2 Cr
Nov 2025	₹0.81 Cr	₹2.1 Cr
Dec 2025	₹0.78 Cr	₹2 Cr
Jan 2026	₹0.94 Cr	₹1.8 Cr
Feb 2026	₹1.2 Cr	₹2.1 Cr
Mar 2026	₹1.1 Cr	₹2.1 Cr
Apr 2026	₹2.1 Cr	₹2.2 Cr
May 2026	₹2.5 Cr	₹2.3 Cr
Jun 2026	₹2.4 Cr	₹2.5 Cr
Jul 2026	₹1.8 Cr	₹2.6 Cr
Aug 2026	₹2.3 Cr	₹2.4 Cr
Sept 2026	₹2.5 Cr	₹2.2 Cr

Fig. 1.Market value of each ticked company in Sundaram Long Term Tax Advantage Fund Series III, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.

Allocation^{(Sept 2026)}

Market cap

		% of NAV
Large Cap	2	5.93

Mid Cap	3	9.23

Small Cap	35	81.49

Cash & others		3.35

Sectors

Companies

Fig. 2.This scheme's holdings, by market cap, by sector and by company. Hover a slice or a row; click a slice to open it.

Buying and selling, month by month^{(Oct 2025 – Sept 2026)}

Buying and selling, month by month. Change in market value since the previous month, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.

Fig. 3.Change in market value since the previous month, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.

Portfolio^{(Sept 2026)}

Every holding in Sept 2026: its shares, market value (₹ crore) and % of NAV. Month end. Source: AMC monthly portfolio disclosures. Click a column's header to sort by it.

Mtar Technologies Limited	Equity	Electrical Equipment	3.21K	2.5	7.41
Aster DM Healthcare Limited	Equity	Healthcare Services	32K	2.2	6.60
Ujjivan Small Finance Bank Limited	Equity	Banks	2.69L	1.8	5.38
KSB Limited	Equity	Industrial Products	18.5K	1.6	4.70
Affle 3i Limited	Equity	IT - Services	9.57K	1.5	4.28
TVS Holdings Limited	Equity	Finance	1.15K	1.4	4.13
Eternal Limited	Equity	Retailing	41.5K	1.3	3.94
Rategain Travel Technologies Limited	Equity	IT - Software	14.6K	1.3	3.69
Greenpanel Industries Limited	Equity	Consumer Durables	65.4K	1.1	3.10
CSB Bank Limited	Equity	Banks	33.3K	1	3.07
Equitas Small Finance Bank Limited	Equity	Banks	1.49L	1	3.05
Angel One Limited	Equity	Capital Markets	36.7K	1	2.98
Procter Gamble Health Limited	Equity	Pharmaceuticals & Biotechnology	1.75K	0.97	2.88
Sapphire Foods India Limited	Equity	Leisure Services	44.9K	0.95	2.82
Brigade Enterprises Ltd	Equity	Realty	15.9K	0.91	2.71
Safari Industries India Limited	Equity	Consumer Durables	6.14K	0.88	2.60
Security and Intelligence Services India Limited	Equity	Other Consumer Services	19.8K	0.83	2.45
JK Cement	Equity	Cement & Cement Products	1.33K	0.68	2.01
Interglobe Aviation Limited	Equity	Transport Services	1.35K	0.67	1.99
Can Fin Homes Limited	Equity	Finance	9.32K	0.67	1.99
PNB Housing Finance Limited	Equity	Finance	5.81K	0.65	1.93
Venus Pipes And Tubes Limited	Equity	Industrial Products	2.92K	0.63	1.85
Landmark Cars Limited	Equity	Automobiles	11.4K	0.54	1.60
Cholamandalam Financial Holdings Limited	Equity	Finance	3.68K	0.51	1.51
Orient Refractories Limited	Equity	Industrial Products	12.7K	0.49	1.45
Clean Science and Technology Limited	Equity	Chemicals & Petrochemicals	6.13K	0.49	1.44
IIFL Securities Ltd	Equity	Leisure Services	8.15K	0.48	1.43
Natco Pharma	Equity	Pharmaceuticals & Biotechnology	5.68K	0.47	1.39
Grindwell Norton Limited	Equity	Industrial Products	2.18K	0.44	1.29
Elecon Engineering Co Ltd	Equity	Electrical Equipment	8.57K	0.4	1.17
EIDPARRY	Equity	Food Products	5.68K	0.39	1.15
Bandhan Bank Limited	Equity	Banks	21.1K	0.38	1.12
Amber Enterprises India Limited	Equity	Consumer Durables	538	0.36	1.06
Century Plyboards India Limited	Equity	Consumer Durables	5.24K	0.36	1.06
Granules India Limited	Equity	Pharmaceuticals & Biotechnology	4.18K	0.35	1.05
R Systems International Limited	Equity	IT - Services	11.9K	0.33	0.99
Birlasoft Limited	Equity	IT - Software	11.4K	0.31	0.92
Ganesha Ecosphere Limited	Equity	Textiles & Apparels	3.09K	0.31	0.92
Aavas Financiers Limited	Equity	Finance	2.52K	0.31	0.91
KEI Industries Limited	Equity	Industrial Products	471	0.21	0.62

Fig. 4.Every holding in Sept 2026: its shares, market value (₹ crore) and % of NAV. Month end. Source: AMC monthly portfolio disclosures.