Sundaram Long Term Tax Advantage Fund Series Iii Regular Plan - Payout Of Income Distribution Cum Capital Withdrawal (IDCW)
Expense Ratio: 1.41
Risk: Very High
ELSS
Plan: Regular
Benchmark: BSE 500 TRI
Inception: 27-12-2017
Exit Load: Nil
Fund Size:₹33.91 Cr
Performance
1Y
FundN/A
Cat. Avg.N/A
2Y
FundN/A
Cat. Avg.N/A
3Y
FundN/A
Cat. Avg.N/A
5Y
FundN/A
Cat. Avg.N/A
10Y
FundN/A
Cat. Avg.N/A
SI
Fund9.80%
Cat. Avg.6.78%
Fund Facts
No available Data
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | State Bank of India | 1.26 | 9.65% |
| 2 | ICICI Bank Ltd | 1.18 | 9.04% |
| 3 | HDFC Bank Ltd | 1.17 | 8.95% |
| 4 | Reliance Industries Ltd | 0.97 | 7.44% |
| 5 | Bharti Airtel Ltd | 0.85 | 6.46% |
| 6 | Infosys Ltd | 0.82 | 6.25% |
| 7 | Larsen & Toubro Ltd | 0.70 | 5.32% |
| 8 | Ultratech Cement Ltd | 0.54 | 4.11% |
| 9 | Axis Bank Ltd | 0.50 | 3.79% |
| 10 | Jindal Steel & Power Ltd | 0.41 | 3.09% |
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SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| SI | 09 Mar, 26 | 25000 | 27439 | +9.8% | N/A |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| SI | 12 Feb, 26 | 1 L. | 1.10 L. | +9.8% | N/A |
SIP Planner
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.