F&O
1M
6M
1Y
3Y
5Y
All
| NAV: 23 May 2025 | ₹32.65 |
| Min. SIP amount | Not Supported |
| Rating | NA |
| Fund size | ₹70.20Cr |
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Returns and rankings
Category: Equity ELSS
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 4.5% | 22.3% | 37.1% | 14.9% |
| Category average | 6.4% | 21.1% | 31.7% | NA |
| Rank with in category | 9 | 9 | 5 | NA |
Understand terms
Peer Comparison
| Equity, ELSS funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
SBI Long Term Equity Fund Direct Plan Growth | 5 | 8.2% | 28.9% | 28,506.07 |
HDFC ELSS Tax Saver Fund Direct Plan Growth | 5 | 12.5% | 26.2% | 16,232.40 |
Parag Parikh ELSS Tax Saver Fund Direct Growth | 5 | 15.8% | 22.1% | 5,084.67 |
Quantum ELSS Tax Saver Fund Direct Growth | 4 | 10.5% | 21.4% | 215.65 |
Bandhan ELSS Tax Saver Fund Direct Plan Growth | 4 | 5.2% | 19.6% | 6,806.11 |
Holdings (34)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
Multi Commodity Exchange Of India Ltd. | Services | Equity | 7.20% |
Safari Industries (India) Ltd. | Consumer Discretionary | Equity | 5.66% |
Aster DM Healthcare Ltd. | Healthcare | Equity | 5.18% |
Affle 3I Ltd. | Technology | Equity | 4.83% |
Sapphire Foods India Ltd. | Services | Equity | 4.79% |
Angel One Ltd. | Financial | Equity | 4.31% |
KSB Ltd. | Capital Goods | Equity | 4.07% |
CSB Bank Ltd. | Financial | Equity | 3.83% |
Ujjivan Small Finance Bank Ltd. | Financial | Equity | 3.67% |
Kei Industries Ltd. | Capital Goods | Equity | 3.67% |
Equitas Small Finance Bank Ltd. | Financial | Equity | 3.65% |
Greenpanel Industries Ltd. | Consumer Staples | Equity | 3.20% |
Navin Fluorine International Ltd. | Chemicals | Equity | 2.69% |
JK Cement Ltd. | Construction | Equity | 2.68% |
Procter & Gamble Health Ltd. | Healthcare | Equity | 2.64% |
SIS Ltd. | Services | Equity | 2.62% |
Grindwell Norton Ltd. | Metals & Mining | Equity | 2.43% |
Brigade Enterprises Ltd. | Construction | Equity | 2.39% |
Can Fin Homes Ltd. | Financial | Equity | 2.29% |
Cholamandalam Financial Holdings Ltd. | Financial | Equity | 2.20% |
Birlasoft Ltd. | Technology | Equity | 2.15% |
Kalpataru Projects International Ltd. | Capital Goods | Equity | 2.09% |
RateGain Travel Technologies Ltd. | Technology | Equity | 2.04% |
Esab India Ltd. | Capital Goods | Equity | 2.04% |
TVS Holdings Ltd. | Automobile | Equity | 1.83% |
Westlife Foodworld Ltd. | Services | Equity | 1.80% |
RHI Magnesita India Ltd. | Construction | Equity | 1.79% |
PVR Inox Ltd. | Services | Equity | 1.74% |
Shivalik Bimetal Controls Ltd. | Capital Goods | Equity | 1.31% |
R Systems International Ltd. | Technology | Equity | 1.17% |
Tata Steel Ltd. | Metals & Mining | Equity | 1.13% |
Butterfly Gandhimathi Appliances Ltd. | Consumer Discretionary | Equity | 1.00% |
Century Plyboards (India) Ltd. | Consumer Staples | Equity | 0.73% |
MM Forgings Ltd. | Metals & Mining | Equity | 0.43% |
See All
Expense ratio, exit load and tax
Expense ratio: 1.25%
Inclusive of GST
Exit load
Nil
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Understand terms
Check past data
Minimum investment amounts
| Min. for 1st investment | Not Supported |
| Min. for 2nd investment onwards | Not Supported |
| Min. for SIP | Not Supported |
Fund management
Dwijendra SrivastavaAug 2016 - PresentView details
Dwijendra Srivastava
Aug 2016 - Present
View details
Education
Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.
Experience
Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
Also manages these schemes
Sudhir KediaJan 2022 - PresentView details
Sudhir Kedia
Jan 2022 - Present
View details
Education
Mr. Kedia is CA, CMA and MBA.
Experience
Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, Mirae Asset Mutual Fund and ASK investment.
Also manages these schemes
Rohit SeksariaApr 2019 - PresentView details
Rohit Seksaria
Apr 2019 - Present
View details
Education
Mr. Seksaria is CS, CA & has done MBA from IIM Ahmedabad
Experience
Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.
Also manages these schemes
Fund house & investment objective
Fund house contact details
Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NAWebsite
www.sundarammutual.com
Sundaram Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Email
[email protected]Website
www.karvymfs.comCompare funds
Sundaram Long Term Micro Cap Tax Advantage Fund Series III Direct Growth
VS
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Vaishnavi Tech Park, South Tower, 3rd Floor
Sarjapur Main Road, Bellandur
Bengaluru – 560103
Karnataka
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