Which AMC manages Sundaram Long Term Tax Advantage Fund Series III Direct Plan?

Sundaram Long Term Tax Advantage Fund Series III Direct Plan is managed by Sundaram Mutual Fund, a SEBI-registered Asset Management Company in India.

What category is Sundaram Long Term Tax Advantage Fund Series III Direct Plan?

Sundaram Long Term Tax Advantage Fund Series III Direct Plan is classified as a Equity mutual fund under SEBI's mutual fund categorisation framework.

← Sundaram Mutual Fund

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

Q: How often is Sundaram Long Term Tax Advantage Fund Series III Direct Plan portfolio data updated?

Portfolio holdings for Sundaram Long Term Tax Advantage Fund Series III Direct Plan are updated monthly. SEBI mandates all AMCs to disclose their complete portfolio within 10 days of each month end. RightAdvise sources this data directly from official AMFI portfolio disclosures.

Equity Data as of Apr 2026 Comparing Mar 2026 → Apr 2026

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Stocks Held

Apr 2026

Equity Holdings

₹32.50 Cr

Equity only, excl. debt & cash

Top 5 Weight

27.4%

Moderate

Top 10 Weight

44.5%

Moderate

Changes

1 new · 0 exits

Top Sector

Industrial Products

12.1% of portfolio

📋 What Happened This Month Sundaram Long Term Tax Advantage Fund Series III Direct Plan added 1 new stock to its portfolio this month. The biggest new buy was Elecon Engineering Company Limited (Electrical Equipment) at 1.28% weight. Among existing holdings, MTAR Technologies Limited saw the biggest increase — now at 6.11% of the portfolio. KEI Industries Limited was trimmed the most, now at 0.67%. Aster DM Healthcare Limited remains the top holding with Industrial Products the dominant sector at 12.1%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.

NAV Performance

1 year history · Sundaram Long Term Tax Advantage Fund Series III Direct Plan - Growth

-1.13%

+12.23%

+5.34%

+9.01%

Latest NAV

₹31.15

04 Jun 2026

52W High

₹31.78

-2% from High

52W Low

₹23.54

+32% from Low

Calendar Year Returns

Jan 1 to Dec 31 each year. Simple point-to-point — not CAGR.

2025

+4.3%

2024

+12.4%

2023

+50.1%

2022

+6.5%

2021

+70.0%

2020

+17.2%

2019

-7.4%

Rolling Returns

Performance across every possible investment start date.

1Y Rolling Avg

23.1%

+ve in 77% windows

121.3% / -42.7%

3Y Rolling Avg

27.0% p.a.

+ve in 100% windows

53.3% / 2.7%

5Y Rolling Avg

26.7% p.a.

+ve in 100% windows

40.0% / 13.1%

Crisis Period Behaviour

"Pre-inception" = fund didn't exist during that period.

2024–25 Tariff

-22.7%

Rec: Jan 2026 (1yr 3mo)

COVID-19 Crash

-40.0%

Rec: Dec 2020 (1yr)

2022 Rate Hike

-15.7%

Rec: Aug 2022 (3 mo)

2018 IL&FS

-16.8%

Rec: Jan 2021 (3yr 2mo)

Risk Ratios

3 years daily NAV · Risk-free rate 6.5% p.a. What do these mean? →

Sharpe Ratio (3Y)

0.80

Return per unit of risk. >1 is good.

Sortino Ratio (3Y)

1.11

Penalises downside volatility only.

Std Deviation (3Y)

15.9%

Lower = more consistent returns.

NAV Chart ₹31.15 04 Jun 2026

Simple Moving Avg: Click to draw · click again to remove

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

Chart shows indexed performance (base = 100). Actual NAV: ₹31.15

Sector Shift Industry allocation month-over-month

Feb 2026 → Mar 2026

Sector	Prev	Curr ▼	Delta
Finance	12.3%	12.3%	● 0.0%
Industrial Products	12.4%	12.2%	▼ -0.1%
Banks	12.1%	11.3%	▼ -0.8%
Consumer Durables	9.6%	9.0%	▼ -0.7%
Healthcare Services	6.6%	7.4%	▲ +0.9%
Pharmaceuticals & Biotechnology	6.7%	7.3%	▲ +0.6%
IT - Services	5.2%	5.8%	▲ +0.6%
Aerospace & Defense	3.8%	3.9%	● +0.0%
Leisure Services	4.1%	3.7%	▼ -0.4%
IT - Software	3.8%	3.5%	▼ -0.3%

Mar 2026 → Apr 2026

Sector	Prev	Curr ▼	Delta
Industrial Products	12.2%	12.1%	▼ -0.2%
Finance	12.3%	11.7%	▼ -0.6%
Banks	11.3%	11.2%	▼ -0.1%
Consumer Durables	9.0%	8.7%	▼ -0.2%
Healthcare Services	7.4%	6.6%	▼ -0.8%
Pharmaceuticals & Biotechnology	7.3%	6.6%	▼ -0.7%
Aerospace & Defense	3.9%	6.1%	▲ +2.3%
IT - Services	5.8%	4.9%	▼ -0.8%
Leisure Services	3.7%	3.9%	▲ +0.2%
IT - Software	3.5%	3.8%	▲ +0.3%

🟢

Biggest New Buy

Elecon Engineering Company Limited

1.28% weight · Electrical Equipment

↑

Biggest Add

MTAR Technologies Limited

+2.26% · now 6.11%

↓

Biggest Trim

KEI Industries Limited

-1.14% · now 0.67%

🤝 Other funds also bought this month

Elecon Engineering Company Limited 24 funds

What Changed?

Comparing Mar 2026 → Apr 2026

Mar 2026 → Apr 2026

🟢 1 New Entry ↑ 18 Increased ↓ 22 Decreased

#	Stock	Sector	Weight (Apr 2026)
1	Elecon Engineering Company Limited ₹43.40 L	Electrical Equipment	1.28%

#	Stock	Sector	Mar 2026	Apr 2026	Change
1	MTAR Technologies Limited ₹2.07 Cr	Aerospace & Defense	3.85%	6.11%	+2.26%
2	Angel One Limited ₹1.13 Cr	Capital Markets	2.89%	3.34%	+0.45%
3	Shivalik Bimetal Controls Ltd ₹56.94 L	Industrial Products	1.28%	1.68%	+0.40%
4	Sapphire Foods India Limited ₹92.22 L	Leisure Services	2.34%	2.72%	+0.38%
5	Rategain Travel Technologies Limited ₹88.20 L	IT - Software	2.22%	2.60%	+0.38%
6	Greenpanel Industries Limited ₹98.87 L	Consumer Durables	2.56%	2.92%	+0.36%
7	Neogen Chemicals Limited ₹51.02 L	Chemicals & Petrochemicals	1.20%	1.51%	+0.31%
8	VENUS PIPES & TUBES LTD ₹40.17 L	Industrial Products	0.90%	1.19%	+0.29%
9	Equitas Small Finance Bank Limited ₹99.84 L	Banks	2.68%	2.95%	+0.27%
10	PNB Housing Finance Limited ₹60.71 L	Finance	1.52%	1.79%	+0.27%
11	KSB Limited ₹1.81 Cr	Industrial Products	5.12%	5.35%	+0.23%
12	SIS Ltd. ₹70.22 L	Other Consumer Services	1.92%	2.07%	+0.15%
13	Aavas Financiers Limited ₹34.81 L	Finance	0.94%	1.03%	+0.09%
14	Brigade Enterprises Limited ₹52.90 L	Realty	1.51%	1.56%	+0.05%
15	Amber Enterprises India Limited ₹43.17 L	Consumer Durables	1.22%	1.27%	+0.05%
16	Ganesha Ecosphere Limited ₹32.45 L	Textiles & Apparels	0.91%	0.96%	+0.05%
17	RHI Magnesita India Limited ₹51.39 L	Industrial Products	1.49%	1.52%	+0.03%
18	Carborundum Universal Limited ₹21.73 L	Industrial Products	0.61%	0.64%	+0.03%

#	Stock	Sector	Mar 2026	Apr 2026	Change
1	KEI Industries Limited ₹22.88 L	Industrial Products	1.81%	0.67%	-1.14%
2	Aster DM Healthcare Limited ₹2.24 Cr	Healthcare Services	7.42%	6.61%	-0.81%
3	Affle 3i Limited ₹1.36 Cr	IT - Services	4.80%	4.01%	-0.79%
4	TVS HOLDINGS LIMTED ₹1.64 Cr	Finance	5.56%	4.84%	-0.72%
5	Safari Industries India Ltd ₹86.78 L	Consumer Durables	3.04%	2.56%	-0.48%
6	JB Chemicals & Pharmaceuticals Limited ₹70.40 L	Pharmaceuticals & Biotechnology	2.46%	2.08%	-0.38%
7	Eternal Limited ₹1.03 Cr	Retailing	3.29%	3.02%	-0.27%
8	JK Cement Limited ₹70.53 L	Cement & Cement Products	2.35%	2.08%	-0.27%
9	Westlife Development Ltd ₹38.79 L	Leisure Services	1.36%	1.14%	-0.22%
10	Procter & Gamble Health Limited ₹91.19 L	Pharmaceuticals & Biotechnology	2.90%	2.69%	-0.21%
11	Ujjivan Small Finance Bank Limited ₹1.53 Cr	Banks	4.70%	4.51%	-0.19%
12	CSB Bank Limited ₹1.27 Cr	Banks	3.93%	3.75%	-0.18%
13	Can Fin Homes Limited ₹80.63 L	Finance	2.56%	2.38%	-0.18%
14	Butterfly Gandhimathi Appliances Ltd ₹25.42 L	Consumer Durables	0.87%	0.75%	-0.12%
15	Natco Pharma Limited ₹62.19 L	Pharmaceuticals & Biotechnology	1.91%	1.83%	-0.08%
16	Landmark Cars Limited ₹45.77 L	Automobiles	1.43%	1.35%	-0.08%
17	Birlasoft Limited ₹42.11 L	IT - Software	1.31%	1.24%	-0.07%
18	EID Parry India Limited ₹28.12 L	Food Products	0.89%	0.83%	-0.06%
19	Cholamandalam Financial Holdings Limited ₹57.19 L	Finance	1.74%	1.69%	-0.05%
20	Century Plyboards (India) Limited ₹41.79 L	Consumer Durables	1.27%	1.23%	-0.04%
21	R Systems International Limited ₹31.31 L	IT - Services	0.96%	0.92%	-0.04%
22	PVR INOX Limited ₹73.34 L	Entertainment	2.18%	2.16%	-0.02%

Full Portfolio

42 stocks — Apr 2026

#	Stock	Sector	Weight & Value
1	Aster DM Healthcare Limited ₹2.24 Cr	Healthcare Services	6.61%
2	MTAR Technologies Limited ₹2.07 Cr	Aerospace & Defense	6.11%
3	KSB Limited ₹1.81 Cr	Industrial Products	5.35%
4	TVS HOLDINGS LIMTED ₹1.64 Cr	Finance	4.84%
5	Ujjivan Small Finance Bank Limited ₹1.53 Cr	Banks	4.51%
6	Affle 3i Limited ₹1.36 Cr	IT - Services	4.01%
7	CSB Bank Limited ₹1.27 Cr	Banks	3.75%
8	Angel One Limited ₹1.13 Cr	Capital Markets	3.34%
9	Eternal Limited ₹1.03 Cr	Retailing	3.02%
10	Equitas Small Finance Bank Limited ₹99.84 L	Banks	2.95%
11	Greenpanel Industries Limited ₹98.87 L	Consumer Durables	2.92%
12	Sapphire Foods India Limited ₹92.22 L	Leisure Services	2.72%
13	Procter & Gamble Health Limited ₹91.19 L	Pharmaceuticals & Biotechnology	2.69%
14	Rategain Travel Technologies Limited ₹88.20 L	IT - Software	2.60%
15	Safari Industries India Ltd ₹86.78 L	Consumer Durables	2.56%
16	Can Fin Homes Limited ₹80.63 L	Finance	2.38%
17	PVR INOX Limited ₹73.34 L	Entertainment	2.16%
18	JK Cement Limited ₹70.53 L	Cement & Cement Products	2.08%
19	JB Chemicals & Pharmaceuticals Limited ₹70.40 L	Pharmaceuticals & Biotechnology	2.08%
20	SIS Ltd. ₹70.22 L	Other Consumer Services	2.07%
21	Natco Pharma Limited ₹62.19 L	Pharmaceuticals & Biotechnology	1.83%
22	PNB Housing Finance Limited ₹60.71 L	Finance	1.79%
23	Cholamandalam Financial Holdings Limited ₹57.19 L	Finance	1.69%
24	Shivalik Bimetal Controls Ltd ₹56.94 L	Industrial Products	1.68%
25	Brigade Enterprises Limited ₹52.90 L	Realty	1.56%
26	RHI Magnesita India Limited ₹51.39 L	Industrial Products	1.52%
27	Neogen Chemicals Limited ₹51.02 L	Chemicals & Petrochemicals	1.51%
28	Landmark Cars Limited ₹45.77 L	Automobiles	1.35%
29	Elecon Engineering Company Limited ₹43.40 L	Electrical Equipment	1.28%
30	Amber Enterprises India Limited ₹43.17 L	Consumer Durables	1.27%
31	Birlasoft Limited ₹42.11 L	IT - Software	1.24%
32	Century Plyboards (India) Limited ₹41.79 L	Consumer Durables	1.23%
33	VENUS PIPES & TUBES LTD ₹40.17 L	Industrial Products	1.19%
34	Westlife Development Ltd ₹38.79 L	Leisure Services	1.14%
35	Aavas Financiers Limited ₹34.81 L	Finance	1.03%
36	Grindwell Norton Limited ₹34.42 L	Industrial Products	1.02%
37	Ganesha Ecosphere Limited ₹32.45 L	Textiles & Apparels	0.96%
38	R Systems International Limited ₹31.31 L	IT - Services	0.92%
39	EID Parry India Limited ₹28.12 L	Food Products	0.83%
40	Butterfly Gandhimathi Appliances Ltd ₹25.42 L	Consumer Durables	0.75%
41	KEI Industries Limited ₹22.88 L	Industrial Products	0.67%
42	Carborundum Universal Limited ₹21.73 L	Industrial Products	0.64%