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Sundaram Long Term Tax Advantage Fund Series III Direct-Growth
Equity: ELSS - Tax Saver - Growth (Close ended) Factsheet
SEBI Riskometer: Very HighCategory: Equity: ELSS - Tax SaverBenchmark: BSE 500 Total Return IndexCheck Portfolio Overlap →
NAV: ₹32.85+0.54%
07 Sept 2026
Similar Funds
Side-by-side comparison of Sundaram Long Term Tax Advantage Fund Series III Direct-Growth with similar funds — trailing returns, risk metrics, AUM and expense ratio.
| Period | This Fund | Category Avg | Category Rank |
|---|---|---|---|
| 1Y Return | +13.10% | 9.57% | 1 / 12 |
| 3Y Return | +13.10% | 13.82% | 6 / 12 |
| 5Y Return | +17.75% | 14.76% | 2 / 12 |
| 10Y Return | — | 14.43% | — |
Trailing annualised returns (%). Category rank: lower is better. Green = top third of category.
Funds in Equity: ELSS - Tax Saver
Top funds by AUM in the Equity: ELSS - Tax Saver category — see how Sundaram Long Term Tax Advantage Fund Series III Direct-Growth compares on size and returns.
Funds Tracking BSE 500 Total Return Index
Top funds tracking the BSE 500 Total Return Index — sorted by AUM to show the largest options available.
Frequently Asked Questions
Which funds are similar to Sundaram Long Term Tax Advantage Fund Series III Direct-Growth?
Funds similar to Sundaram Long Term Tax Advantage Fund Series III Direct-Growth in the Equity: ELSS - Tax Saver category include Axis ELSS - Tax Saver Direct-Growth, SBI ELSS Tax Saver Fund Direct-Growth, and Mirae Asset ELSS Tax Saver Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of Sundaram Long Term Tax Advantage Fund Series III Direct-Growth in its category?
On a 3-year return basis Sundaram Long Term Tax Advantage Fund Series III Direct-Growth is ranked 6 out of 12 funds in the Equity: ELSS - Tax Saver category as of 6 Sep 2026. On a 5-year return basis it ranks 2 out of 12. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.
How does Sundaram Long Term Tax Advantage Fund Series III Direct-Growth's expense ratio compare to similar funds?
Sundaram Long Term Tax Advantage Fund Series III Direct-Growth has an expense ratio of 1.01%. The peers Axis ELSS - Tax Saver Direct-Growth has an expense ratio of 1.05% and SBI ELSS Tax Saver Fund Direct-Growth has 1.27%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does Sundaram Long Term Tax Advantage Fund Series III Direct-Growth's AUM compare to similar funds?
Sundaram Long Term Tax Advantage Fund Series III Direct-Growth has an AUM of ₹35.09 crore. The peers Axis ELSS - Tax Saver Direct-Growth has an AUM of ₹32,591.7 crore and SBI ELSS Tax Saver Fund Direct-Growth has ₹32,300.1 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns in the Equity: ELSS - Tax Saver?
The top performing fund in the Equity: ELSS - Tax Saver category on a 3-year basis is Motilal Oswal ELSS Tax Saver Fund Direct-Growth with a CAGR of 22.57% as of 6 Sep 2026. Sundaram Long Term Tax Advantage Fund Series III Direct-Growth has delivered 13.10% CAGR over the same period, ranking 6 out of 12 funds. You can view and compare the full category ranking on sharpely.
How does Sundaram Long Term Tax Advantage Fund Series III Direct-Growth rank in risk-adjusted returns vs peers?
On a risk-adjusted basis, Sundaram Long Term Tax Advantage Fund Series III Direct-Growth has a Sharpe ratio of 0.49 compared to the Equity: ELSS - Tax Saver average of 0.51 as of 6 Sep 2026. It ranks 28 out of 50 funds in its category on Sharpe ratio.