Fundalysisby DARKHORSESTOCKS

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.

AUM(Mar 2018 – Sept 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Sept 202633.8−3.4%
Aug 202635−0.4%
Jul 202635.1+0.7%
Jun 202634.8+3.0%
May 202633.8−0.2%
Apr 202633.9+17.3%
Mar 202628.9−9.4%
Feb 202631.9−0.4%
Jan 202632−5.3%
Dec 202533.8−1.4%
Nov 202534.3−2.3%
Oct 202535.1+4.6%
AUM at month end, Sept 2026
₹34 Cr
−3.9% since Oct 2025
Fig. 1.AUM at each month's end, ₹ crore; under All, the quarterly average since 2010. Source: AMFI.

Direct plans(Mar 2018 – Sept 2026)

Direct plans' share of AUM each quarter, and its change on the quarter before
4 quartersShareChange
Sept 20266.41%+0.06 pt
Jun 20266.35%+0.08 pt
Mar 20266.27%+0.21 pt
Dec 20256.06%+0.05 pt
Direct plans' share of AUM, Sept 2026
6.41%
+0.34 pt since Dec 2025
Fig. 2.Sundaram Long Term Tax Advantage Fund Series III's quarterly average AUM in direct plans, which pay no distributor; changes in points. Source: AMFI.

Returns(9 Oct 2026)

Growth · Direct and Regular plans

To 9 Oct 2026; past a year, a yearly rate. Benchmark: BSE 500 TRI. * From NAVs. Source: AMFI. Click a column's header to sort by it.
1 month *
−4.66%−4.68%––−4.24%
3 months *
−5.54%−5.59%––−4.08%
6 months *
+8.91%+8.78%––+2.67%
1 year
+4.59%+4.34%−5.42%+10.01 pt−2.45%
3 years
+11.40%+11.14%+9.17%+2.23 pt+10.93%
5 years
+15.00%+14.74%+8.22%+6.78 pt+10.56%
Since launch
+14.18%+13.72%+12.26%+1.92 pt+14.32%
Fig. 3.To 9 Oct 2026; past a year, a yearly rate. Benchmark: BSE 500 TRI. * From NAVs. Source: AMFI.