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Sundaram Long Term Tax Advantage Fund Series III Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW)
★★★★★ 3rd-party
External rating
- Source: Third-party data provider (Groww/CRISIL)
- Original rating: 3/5, 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: 57/100 · Average
How this score is calculated
- Star rating (35%)3/5
- 3Y CAGR (30%)11.51%
- Expense ratio (20%)1.77%
- AUM (15%)₹979 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Sundaram Mutual Fund · ELSS · Sectoral
₹30.64
AUM: ₹979 Cr
NAV updated 3 days ago
Plan
Direct
Option
Idcw
Risk
Very High
Expense Ratio
1.77%
Exit Load
Exit load of 0.5% if redeemed within 30 days
Fund Manager
S Krishnakumar, Madanagopal Ramu
Inception
Jan 2013
Benchmark
NIFTY Infrastructure Total Return Index
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
-2.7%
3m
-0.42%
6m
+21.92%
1y
+9.13%
3y
+11.51%
5y
+15.48%
10y
+14.97%
since inception
+14.11%
TopFund's Take on Sundaram Long Term Tax Advantage Fund Series III Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW)
Sundaram Long Term Tax Advantage Fund Series III Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) sits in the middle of the pack for Sectoral funds, currently carrying a 3-star rating. It has delivered steady, if unspectacular, returns over a full market cycle. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 57/100.
Cost: At 1.77%, the expense ratio runs 79% above the Sectoral category average of 0.99%. That gap is worth weighing against the fund's actual performance versus cheaper peers before committing to a long SIP.
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 Sectoral funds.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a ELSS fund. Given the Very High risk rating, this fund is not suited to short-term goals or investors who may need to exit within 2-3 years.
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
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Frequently Asked Questions about Sundaram Long Term Tax Advantage Fund Series III Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW)
The current NAV (Net Asset Value) of Sundaram Long Term Tax Advantage Fund Series III Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) is ₹30.64. NAV is updated every business day after market close by AMFI.
1Y: 9.13% · 3Y CAGR: 11.51% · 5Y CAGR: 15.48%
The expense ratio of Sundaram Long Term Tax Advantage Fund Series III Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) is 1.77% 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 - Payout of Income Distribution cum Capital Withdrawal (IDCW) is managed by S Krishnakumar, Madanagopal Ramu at Sundaram Mutual Fund.
Sundaram Long Term Tax Advantage Fund Series III Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) is classified as a Very High risk fund. It is suitable for aggressive investors with a long-term horizon of 5+ years.
Sundaram Long Term Tax Advantage Fund Series III Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) is a Sectoral 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 - Payout of Income Distribution cum Capital Withdrawal (IDCW) 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 - Payout of Income Distribution cum Capital Withdrawal (IDCW) is ₹979 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.
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