Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.
Sundaram Long Term Tax Advantage Fund Series III Direct Plan - Growth
★★★★★ 3rd-party
External rating
- Source: Third-party data provider (Groww/CRISIL)
- Original rating: 4/5, displayed as-is — TopFund does not modify third-party ratings
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: The provider's own rating methodology isn't disclosed here — see the provider's own site for their criteria
TopFund Score: 70/100 · Good
How this score is calculated
- Star rating (35%)4/5
- 3Y CAGR (30%)7.39%
- Expense ratio (20%)0.28%
- AUM (15%)₹178 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Sundaram Mutual Fund · Debt · Short Duration
₹51.31
AUM: ₹178 Cr
NAV updated 3 days ago
Plan
Direct
Option
Growth
Risk
Moderate
Expense Ratio
0.28%
Exit Load
Nil
Fund Manager
Gurvinder Singh Wasan
Inception
Jan 2013
Benchmark
NIFTY Short Duration Debt Index A-II
Sharpe Ratio
0.32
Std Dev (1Y)
17.0%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+0.24%
3m
+1.16%
6m
+3.16%
1y
+5.44%
3y
+7.39%
5y
+7.23%
10y
+6.58%
since inception
+14.77%
TopFund's Take on Sundaram Long Term Tax Advantage Fund Series III Direct Plan - Growth
Sundaram Long Term Tax Advantage Fund Series III Direct Plan - Growth holds up reasonably well within the Short Duration category, backed by a 4-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 70/100.
Cost: At 0.28%, the expense ratio is meaningfully cheaper — about 30% below the Short Duration category average of 0.4% (based on 119 comparable funds). Lower costs compound in your favour over long holding periods.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a modest Sharpe ratio of 0.32 — returns have only marginally compensated for the risk taken. Separately, annualised volatility of 17.0% is fairly typical for Short Duration funds.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Debt fund.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Asset Allocation
Fund Snapshot
Similar Funds
ICICI Prudential Short Term Fund - Direct Plan - Growth Option
ICICI Prudential Mutual Fund
TRUSTMF Short Duration Fund-Direct Plan-Monthly Income Distribution Cum Capital Withdrawal
Edelweiss Mutual Fund
Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index fund - Direct Plan - Growth
Edelweiss Mutual Fund
TRUSTMF Short Duration Fund-Direct Plan-Weekly Income Distribution Cum Capital Withdrawal
Edelweiss Mutual Fund
Groww Short Term Fund (formerly known as Indiabulls Short Term Fund)- Direct Plan- Fortnightly - Income Distribution cum capital withdrawal Option (Payout & Reinvestment)
Groww Mutual Fund
Nippon India Short Duration Fund - Direct Plan Growth Plan - Growth Option
Nippon India Mutual Fund
Tools & Guides for This Fund
Frequently Asked Questions about Sundaram Long Term Tax Advantage Fund Series III Direct Plan - Growth
The current NAV (Net Asset Value) of Sundaram Long Term Tax Advantage Fund Series III Direct Plan - Growth is ₹51.31. NAV is updated every business day after market close by AMFI.
1Y: 5.44% · 3Y CAGR: 7.39% · 5Y CAGR: 7.23%
The expense ratio of Sundaram Long Term Tax Advantage Fund Series III Direct Plan - Growth is 0.28% per annum. This is the annual fee charged by the fund to manage your investment.
Sundaram Long Term Tax Advantage Fund Series III Direct Plan - Growth is managed by Gurvinder Singh Wasan at Sundaram Mutual Fund.
Sundaram Long Term Tax Advantage Fund Series III Direct Plan - Growth is classified as a Moderate risk fund. It is suitable for investors with a moderate risk appetite.
Sundaram Long Term Tax Advantage Fund Series III Direct Plan - Growth is a Short Duration fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in Sundaram Long Term Tax Advantage Fund Series III Direct Plan - Growth with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of Sundaram Long Term Tax Advantage Fund Series III Direct Plan - Growth is ₹178 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
Discussion
User-generated content — not investment advice, and not verified or endorsed by TopFund.
No comments yet — start the discussion.