← Sundaram Mutual Fund

Sundaram Long Term Tax Advantage Fund Series III Direct Plan - Growth

Equity Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
40
Aug 2026
Equity Holdings
₹33.29 Cr
Equity only, excl. debt & cash
AAUM
₹23.49 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
27.4%
Moderate
Top 10 Weight
46.0%
Moderate
Changes
41
2 new · 1 exits
Top Sector
Banks
11.8% of portfolio
Launch Date
27 Dec 2017
9 years old

AAUM (Average Assets Under Management) of ₹23.49 Cr for Apr-Jun 2026 is the combined figure across Direct and Regular plans — sourced from AMFI India's quarterly disclosure. Equity Holdings above shows only the stock portion from the latest portfolio filing.

📋 What Happened This Month Sundaram Long Term Tax Advantage Fund Series III Direct Plan made 2 new additions and exited 1 stock this month. The biggest new buy was InterGlobe Aviation Limited (Transport Services) at 2.02% weight. PVR INOX Limited was the biggest exit (Entertainment), which was held at 2.21%. Among existing holdings, MTAR Technologies Limited saw the biggest increase — now at 6.46% of the portfolio. Shivalik Bimetal Controls Ltd was trimmed the most, now at 1.21%. Aster DM Healthcare Limited remains the top holding with Banks the dominant sector at 11.8%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 11.0% 11.8% +0.8%
Industrial Products 12.4% 11.6% -0.8%
Finance 11.4% 11.3% -0.1%
Healthcare Services 7.2% 7.5% +0.3%
Consumer Durables 8.3% 7.4% -0.8%
Aerospace & Defense 7.0% 5.2% -1.8%
IT - Services 4.7% 5.2% +0.5%
IT - Software 4.7% 4.8% +0.1%
Pharmaceuticals & Biotechnology 6.0% 4.8% -1.2%
Retailing 3.2% 3.6% +0.4%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Banks 11.8% 11.8% -0.1%
Finance 11.3% 10.9% -0.5%
Industrial Products 11.6% 10.5% -1.1%
Consumer Durables 7.4% 7.9% +0.5%
Healthcare Services 7.5% 6.9% -0.6%
Aerospace & Defense 5.2% 6.5% +1.2%
Pharmaceuticals & Biotechnology 4.8% 5.2% +0.5%
IT - Services 5.2% 5.2% 0.0%
IT - Software 4.8% 4.9% +0.1%
Leisure Services 3.6% 4.3% +0.8%
🟢
Biggest New Buy
InterGlobe Aviation Limited
2.02% weight · Transport Services
🔴
Biggest Exit
PVR INOX Limited
2.21% was held · Entertainment
Biggest Add
MTAR Technologies Limited
+1.23% · now 6.46%
Biggest Trim
Shivalik Bimetal Controls Ltd
-0.83% · now 1.21%
🤝 Other funds also bought this month
InterGlobe Aviation Limited 40 funds
InterGlobe Aviation Limited
Invesco India Large & Mid Cap Fund - Direct Plan - Growth
Invesco India Largecap Fund - Direct Plan - Growth
Invesco India Midcap Fund - Direct Plan - Growth Option + more
Granules India Limited 16 funds
Granules India Limited
Mirae Asset Nifty Smallcap 250 Momentum Quality 100 ETF
Sundaram Small Cap Fund Direct Plan - Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct Plan - Growth + more
👋 Other funds also exited
PVR INOX Limited 18 funds
PVR INOX Limited
Kotak Special Opportunities Fund - Direct Plan - Growth Option
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct Plan - Growth
Sundaram Long Term Tax Advantage Fund Series IV Direct Plan - Growth + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 2 New Entries 🔴 1 Exit ↑ 15 Increased ↓ 23 Decreased
#StockSectorWeight (Aug 2026)
1
InterGlobe Aviation Limited
₹70.66 L
Transport Services 2.02%
2
Granules India Limited
₹34.65 L
Pharmaceuticals & Biotechnology 0.99%
#StockSectorLast Weight (Jul 2026)
1
PVR INOX Limited
₹77.57 L
Entertainment 2.21%
#StockSectorJul 2026Aug 2026Change
1
MTAR Technologies Limited
₹2.26 Cr
Aerospace & Defense 5.23% 6.46% +1.23%
2
Sapphire Foods India Limited
₹1.05 Cr
Leisure Services 2.37% 3.01% +0.64%
3
Greenpanel Industries Limited
₹1.02 Cr
Consumer Durables 2.38% 2.93% +0.55%
4
Brigade Enterprises Limited
₹1.04 Cr
Realty 2.63% 2.98% +0.35%
5
Eternal Limited
₹1.36 Cr
Retailing 3.58% 3.90% +0.32%
6
PNB Housing Finance Limited
₹66.69 L
Finance 1.74% 1.91% +0.17%
7
Westlife Development Ltd
₹46.56 L
Leisure Services 1.18% 1.33% +0.15%
8
CSB Bank Limited
₹1.14 Cr
Banks 3.13% 3.27% +0.14%
9
Rategain Travel Technologies Limited
₹1.37 Cr
IT - Software 3.83% 3.93% +0.10%
10
KEI Industries Limited
₹27.04 L
Industrial Products 0.67% 0.77% +0.10%
#StockSectorJul 2026Aug 2026Change
1
Shivalik Bimetal Controls Ltd
₹42.13 L
Industrial Products 2.04% 1.21% -0.83%
2
Aster DM Healthcare Limited
₹2.42 Cr
Healthcare Services 7.49% 6.91% -0.58%
3
TVS HOLDINGS LIMTED
₹1.52 Cr
Finance 4.83% 4.36% -0.47%
4
Procter & Gamble Health Limited
₹1.01 Cr
Pharmaceuticals & Biotechnology 3.29% 2.88% -0.41%
5
KSB Limited
₹1.50 Cr
Industrial Products 4.52% 4.28% -0.24%
6
Ujjivan Small Finance Bank Limited
₹1.86 Cr
Banks 5.50% 5.32% -0.18%
7
Ganesha Ecosphere Limited
₹31.59 L
Textiles & Apparels 1.04% 0.90% -0.14%
8
Angel One Limited
₹1.05 Cr
Capital Markets 3.12% 3.01% -0.11%
9
JK Cement Limited
₹68.47 L
Cement & Cement Products 2.07% 1.96% -0.11%
10
Natco Pharma Limited
₹47.76 L
Pharmaceuticals & Biotechnology 1.48% 1.37% -0.11%

What Stocks Does This Fund Hold?

40 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹2.42 Cr
Healthcare Services
6.91%
2
₹2.26 Cr
Aerospace & Defense
6.46%
3
₹1.86 Cr
Banks
5.32%
4
₹1.53 Cr
IT - Services
4.37%
5
₹1.52 Cr
Finance
4.36%
6
₹1.50 Cr
Industrial Products
4.28%
7
₹1.37 Cr
IT - Software
3.93%
8
₹1.36 Cr
Retailing
3.90%
9
₹1.14 Cr
Banks
3.27%
10
₹1.10 Cr
Banks
3.16%
🏆 Top stocks held by Equity funds
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🏦 Sundaram Mutual Fund — Portfolio & Holdings
See all funds managed by Sundaram Mutual Fund — conviction stocks, monthly entries & exits

Disclaimer: Data sourced from individual AMC monthly portfolio disclosures, as mandated by SEBI/AMFI. While we strive for accuracy, errors in parsing or presentation may occasionally occur. This is not investment advice. Please consult a SEBI-registered investment adviser before making any investment decisions.

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