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.

Overview(4 Sept 2026)

Fund managers1

  1. Rohit SeksariaCo-manager · Dec 2021 · 24y · B.Com
  1. Sudhir KediaDec 2021 – Sept 2026

Key facts

Benchmark
S&P BSE 500 TRI
Risk
Very High
Expense
Regular 1.24% · Direct 1.01%
Exit load
Nil
Started
28 Mar 2018
Minimum
For both Regular and Direct Plan Rs 500/-

Source.Its Scheme Summary Document as of 4 Sept 2026 at AMFI.

What changed(1 change)

Sept 2026

1 change
  1. Sudhir Kedia left
    4 Septran it as co-manager from Dec 2021

Source.Its filings at NSE, since May 2024.

Fund managers over time(Dec 2021 – now)

  1. Rohit Seksaria
  2. Sudhir Kedia
MainCoSlice20222023202420252026
Fig. 1.Who ran it when: each manager from the date the fund house gives, or the first document listing them where it gives none, to when they left. A slice is part of it: overseas, gold and silver, or arbitrage.

Objective and risk(4 Sept 2026)

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

Risk, type and benchmark

Riskometer
Very High
At launch
Very High
Type
A 10 year close ended Equity Linked Savings Scheme
Benchmark
S&P BSE 500 TRI

Asset allocation it may hold% of NAV

  1. Equity & Equity related securities
    Allowed80–100%Holds96.7%
  2. Fixed Income and money market securities
    Allowed0–20%Holds3.3%

Holds in Sept 2026.96.7% equity · 3.3% debt and cash

How to invest(4 Sept 2026)

Buying

To start
For both Regular and Direct Plan Rs 500/-
To add
₹500

Selling and switching

To redeem
Rs.500/- and it is permitted after the lock in period of 3 years from the date of allotment or 50 Units units
Switch minimum
Same as redemption or Same as redemption units

Scheme details(4 Sept 2026)

What it is

Category
ELSS
Offer
27 Dec 2017 to 27 Mar 2018
Started
28 Mar 2018
Matures
28 Mar 2028
Plans
Plan: Regular and Direct · Option: Growth and IDCW
Face value
Rs 10 per unit
Listed
Listed

How it is run

Swing pricing
No
Side-pocketing
No
Custodian
Standard Chartered Bank, Mumbai
Auditor
R.G.N.PRICE & CO
Registrar
KFin Technologies Limited
SEBI code
SUND/C/E/ELS/17/12/0036