Sundaram Long Term Tax Advantage Fund Series III vs Sundaram Long Term Tax Advantage Fund Series IV
Direct Plan, Growth option · Data as on 30-10-2026
Sundaram Long Term Tax Advantage Fund Series III and Sundaram Long Term Tax Advantage Fund Series IV are both ELSS funds. In the 3 years to 30-10-2026, Sundaram Long Term Tax Advantage Fund Series III (Direct) returned 9.6% a year and Sundaram Long Term Tax Advantage Fund Series IV (Direct) returned 9.5% a year. Sundaram Long Term Tax Advantage Fund Series III charges 1.01% a year and Sundaram Long Term Tax Advantage Fund Series IV 1.04% (Direct plans). Their portfolios overlap 90.8%: they hold 39 of the same securities.
Sundaram Long Term Tax Advantage Fund Series III
ELSS
- 3 year return
- 9.6%
- Expense ratio
- 1.01%
- NAV
- ₹29.38
Sundaram Long Term Tax Advantage Fund Series IV
ELSS
- 3 year return
- 9.5%
- Expense ratio
- 1.04%
- NAV
- ₹33.53
Which is better, Sundaram Long Term Tax Advantage Fund Series III or Sundaram Long Term Tax Advantage Fund Series IV? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- Sundaram Long Term Tax Advantage Fund Series III returned more over 5 years: 14.0% a year against 13.9%.
- Sundaram Long Term Tax Advantage Fund Series III returned more over 3 years: 9.6% a year against 9.5%.
- Sundaram Long Term Tax Advantage Fund Series III costs less: 1.01% a year against 1.04% (Direct plans).
- Sundaram Long Term Tax Advantage Fund Series IV swung less over 3 years: a standard deviation of 16.4% a year against 16.4%.
- Sundaram Long Term Tax Advantage Fund Series IV fell less in its worst fall since 05-07-2018: −42.3% against −46.2%.
- Sundaram Long Term Tax Advantage Fund Series III is the larger fund: ₹34 Cr against ₹22 Cr.
- Their portfolios overlap 90.8%: 39 of the same holdings.
Past returns do not promise future returns. This page is information, not investment advice.
Key facts
From each fund's scheme summary document and AMFI
| Fact | Sundaram Long Term Tax Advantage Fund Series III | Sundaram Long Term Tax Advantage Fund Series IV |
|---|---|---|
| Fund house | Sundaram Mutual Fund | Sundaram Mutual Fund |
| Category | ELSS | ELSS |
| AUM | ₹34 Cr (30-09-2026) | ₹22 Cr (30-09-2026) |
| NAV | ₹29.38 (Direct) | ₹33.53 (Direct) |
| Expense ratio (Direct) | 1.01% | 1.04% |
| Expense ratio (Regular) | 1.24% | 1.24% |
| Riskometer | Very High | Very High |
| Benchmark | BSE 500 TRI | BSE 500 TRI |
| Launch date | 28-03-2018 | 29-06-2018 |
| Minimum investment | For both Regular and Direct Plan Rs 500/- | For both Regular and Direct Plan Rs 500/- |
| Lock in | 3 years | 3 years |
| Fund managers | Rohit Seksaria | Rohit Seksaria |
| Exit load | NIL | NIL |
Sundaram Long Term Tax Advantage Fund Series III vs Sundaram Long Term Tax Advantage Fund Series IV: Returns Comparison
Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| Sundaram Long Term Tax Advantage Fund Series III (Direct) | −7.93% | −9.43% | −4.72% | −3.46% | +9.62% | +13.97% | -- |
| Sundaram Long Term Tax Advantage Fund Series IV (Direct) | −8.36% | −10.02% | −5.09% | −4.32% | +9.50% | +13.89% | -- |
| ELSS average | −2.34% | −5.61% | −1.63% | −5.75% | +10.92% | +10.29% | -- |
Category average: the average of the 50 ELSS funds, same plan type.
Sundaram Long Term Tax Advantage Fund Series III vs Sundaram Long Term Tax Advantage Fund Series IV: Year-wise Returns
| Year | IIISundaram Long Term Tax Advantage Fund Series III | IVSundaram Long Term Tax Advantage Fund Series IV | BSE 500 TRI |
|---|---|---|---|
| 2026to date | −1.20% | −2.34% | −7.81% |
| 2025 | +4.31% | +5.21% | +7.63% |
| 2024 | +12.38% | +12.46% | +15.81% |
| 2023 | +50.14% | +51.00% | +26.55% |
| 2022 | +6.47% | +5.36% | +4.77% |
| 2021 | +69.97% | +69.04% | +31.63% |
Sundaram Long Term Tax Advantage Fund Series III vs Sundaram Long Term Tax Advantage Fund Series IV: Rolling Returns
Every holding period of both funds, against BSE 500 TRI, the benchmark of both
Rolling returns
Every 3-year holding period, 1,311 of them, one for each trading day from 05-07-2021 to 30-10-2026: the yearly return (CAGR) of each, plotted on the day it ended. One lucky or unlucky start day cannot flatter or hide a fund.
Sundaram Long Term Tax Advantage Fund Series III (Direct)
Sundaram Long Term Tax Advantage Fund Series IV (Direct)
BSE 500 TRI
to
Dec 2021Nov 2019
to
Nov 2022Sept 2020
to
Sept 2023Aug 2021
to
Aug 2024Jul 2022
to
Jul 2025May 2023
to
May 2026
How the periods spread
| Fund | Below 0% | 0-5% | 5-10% | 10-15% | 15-20% | 20-25% | Above 25% | Mean | Median | Lowest | Highest | Beat benchmark |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sundaram Long Term Tax Advantage Fund Series III | 0.0 | 0.0 | 0.5 | 5.2 | 25.4 | 25.3 | 43.6 | 26.3% | 23.8% | 8.8% | 51.0% | 98% |
| Sundaram Long Term Tax Advantage Fund Series IV | 0.0 | 0.0 | 0.5 | 3.0 | 25.3 | 28.1 | 43.2 | 26.2% | 23.5% | 8.8% | 48.0% | 99% |
| BSE 500 TRI | 0.0 | 0.0 | 1.8 | 20.9 | 49.6 | 21.0 | 6.7 | 18.0% | 17.8% | 8.4% | 33.9% | -- |
The table shows the % of periods in each return band; a darker cell holds more of them. Lumpsum: the yearly rate (CAGR) from a period's first NAV to its last. SIP: the XIRR of the monthly instalments. The benchmark is BSE 500 TRI, over the same periods. "Beat benchmark" counts the periods in which the fund did better. Every fund is measured over the days all of them have, from 05-07-2018. Past returns do not promise future returns.
Sundaram Long Term Tax Advantage Fund Series III vs Sundaram Long Term Tax Advantage Fund Series IV: SIP and Lumpsum Returns
What the same monthly or one-time investment would be worth in each fund today, from their own NAV history
Growth of an investment
₹10,000 on the first trading day of every month, from 02-07-2018 to 30-10-2026: 100 instalments, ₹10,00,000 in all.
| Investment | Invested | Value now | Gain | Return a year |
|---|---|---|---|---|
| Sundaram Long Term Tax Advantage Fund Series IIISundaram Long Term Tax Advantage Fund Series III (Direct) | ₹10,00,000 | ₹21,78,947 | ₹11,78,947 | 18.1% |
| Sundaram Long Term Tax Advantage Fund Series IVSundaram Long Term Tax Advantage Fund Series IV (Direct) | ₹10,00,000 | ₹21,65,169 | ₹11,65,169 | 18.0% |
Sundaram Long Term Tax Advantage Fund Series IIISundaram Long Term Tax Advantage Fund Series III (Direct)
Sundaram Long Term Tax Advantage Fund Series IVSundaram Long Term Tax Advantage Fund Series IV (Direct)
Amount invested
From each plan's published NAV (Growth option), over the same days. Return a year: XIRR for a SIP, CAGR for a lumpsum, shown for a year or more. It does not include exit load, stamp duty or tax. Past returns do not promise future returns.
Sundaram Long Term Tax Advantage Fund Series III vs Sundaram Long Term Tax Advantage Fund Series IV: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | Sundaram Long Term Tax Advantage Fund Series III (Direct) | Sundaram Long Term Tax Advantage Fund Series IV (Direct) |
|---|---|---|
| Return (CAGR) | −3.46% | −4.32% |
| Standard deviation | 17.52% | 17.58% |
| Sharpe ratio | -0.50 | -0.54 |
| Sortino ratio | -0.69 | -0.76 |
| Maximum drawdown | −15.1% (23-03-2026) | −15.4% (23-03-2026) |
| Beta | 1.05 | 1.05 |
| Alpha | +4.89% | +4.00% |
From daily NAVs, 30-10-2025 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Sundaram Long Term Tax Advantage Fund Series III (Direct) | Sundaram Long Term Tax Advantage Fund Series IV (Direct) |
|---|---|---|
| Return (CAGR) | +9.62% | +9.50% |
| Standard deviation | 16.42% | 16.35% |
| Sharpe ratio | 0.22 | 0.21 |
| Sortino ratio | 0.30 | 0.29 |
| Maximum drawdown | −22.7% (03-03-2025) | −22.1% (03-03-2025) |
| Beta | 0.98 | 0.97 |
| Alpha | −0.18% | −0.27% |
From daily NAVs, 30-10-2023 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Sundaram Long Term Tax Advantage Fund Series III (Direct) | Sundaram Long Term Tax Advantage Fund Series IV (Direct) |
|---|---|---|
| Return (CAGR) | +13.97% | +13.89% |
| Standard deviation | 15.97% | 15.95% |
| Sharpe ratio | 0.51 | 0.51 |
| Sortino ratio | 0.68 | 0.68 |
| Maximum drawdown | −22.7% (03-03-2025) | −22.1% (03-03-2025) |
| Beta | 0.94 | 0.94 |
| Alpha | +5.48% | +5.42% |
From daily NAVs, 29-10-2021 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Sundaram Long Term Tax Advantage Fund Series III (Direct) | Sundaram Long Term Tax Advantage Fund Series IV (Direct) |
|---|---|---|
| Return (CAGR) | +13.38% | +15.62% |
| Standard deviation | 17.35% | 16.96% |
| Sharpe ratio | 0.47 | 0.61 |
| Sortino ratio | 0.61 | 0.80 |
| Maximum drawdown | −49.9% (24-03-2020) | −42.3% (24-03-2020) |
| Beta | 0.87 | 0.83 |
| Alpha | +2.27% | +4.59% |
From daily NAVs, 03-04-2018 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
Drawdowns
How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.
Sundaram Long Term Tax Advantage Fund Series III (Direct)
Sundaram Long Term Tax Advantage Fund Series IV (Direct)
BSE 500 TRI
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| Sundaram Long Term Tax Advantage Fund Series III (Direct) | −46.2% | 10-07-2018 | 24-03-2020 | 05-01-2021 | 9 months | −12.5% |
| Sundaram Long Term Tax Advantage Fund Series IV (Direct) | −42.3% | 28-05-2019 | 24-03-2020 | 14-12-2020 | 9 months | −13.4% |
| BSE 500 TRI | −38.1% | 17-01-2020 | 23-03-2020 | 06-11-2020 | 7 months | −9.4% |
From daily values since 05-07-2018, the first day every fund has.
Rolling standard deviation
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 1-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Sundaram Long Term Tax Advantage Fund Series III (Direct)
Sundaram Long Term Tax Advantage Fund Series IV (Direct)
BSE 500 TRI
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 3-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Sundaram Long Term Tax Advantage Fund Series III (Direct)
Sundaram Long Term Tax Advantage Fund Series IV (Direct)
BSE 500 TRI
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 5-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Sundaram Long Term Tax Advantage Fund Series III (Direct)
Sundaram Long Term Tax Advantage Fund Series IV (Direct)
BSE 500 TRI
Against BSE 500 TRI
| Fund | Up capture | Down capture | Tracking error |
|---|---|---|---|
| Sundaram Long Term Tax Advantage Fund Series III (Direct) | 114% | 100% | 11.07% |
| Sundaram Long Term Tax Advantage Fund Series IV (Direct) | 111% | 92% | 10.81% |
From month-end values since 05-07-2018. Up capture: a fund's average month when the benchmark rose, as % of the benchmark's; above 100% it gained more. Down capture: the same for months the benchmark fell; below 100% it fell less. Tracking error: how far the monthly returns strayed from the benchmark's, a year; an index fund aims near 0.
Sundaram Long Term Tax Advantage Fund Series III vs Sundaram Long Term Tax Advantage Fund Series IV: Portfolio Overlap
From each fund's latest monthly portfolio: Sundaram Long Term Tax Advantage Fund Series III, September 2026; Sundaram Long Term Tax Advantage Fund Series IV, September 2026
Holdings in common
- Overlap
- 90.8%
- Held by both
- 39
- Only in Sundaram Long Term Tax Advantage Fund Series III
- 1
- Only in Sundaram Long Term Tax Advantage Fund Series IV
- 0
| Security | % of Sundaram Long Term Tax Advantage Fund Series III | % of Sundaram Long Term Tax Advantage Fund Series IV |
|---|---|---|
| MTAR Technologies Ltd | 7.41% | 7.64% |
| Aster DM Healthcare Ltd | 6.60% | 6.89% |
| Ujjivan Small Finance Bank Ltd | 5.38% | 4.38% |
| KSB LTD | 4.70% | 4.35% |
| Affle (India) Ltd | 4.28% | 4.60% |
| Eternal Ltd (Previously Zomato Ltd) | 3.94% | 4.11% |
| TVS Holdings Ltd | 4.13% | 3.93% |
| Rate Gain Travel Technologies Ltd | 3.69% | 3.84% |
| Green Panel Industries Ltd | 3.10% | 3.13% |
| CSB Bank Ltd | 3.07% | 3.21% |
| Equitas Small Finance Bank Limited | 3.05% | 3.23% |
| Procter & Gamble Health Ltd | 2.88% | 3.19% |
| Sapphire Foods India Ltd | 2.82% | 2.96% |
| Brigade Enterprises Ltd | 2.71% | 2.79% |
| Safari Industries (India) Ltd | 2.60% | 3.73% |
| Angel One Ltd | 2.98% | 2.52% |
| SIS Ltd | 2.45% | 2.56% |
| JK Cement Ltd | 2.01% | 2.20% |
| PNB Housing Finance Ltd | 1.93% | 1.97% |
| Venus Pipes & Tubes Ltd | 1.86% | 1.90% |
| Landmark Cars Ltd | 1.60% | 1.66% |
| Cholamandalam Financial Holdings Ltd | 1.51% | 1.58% |
| RHI Magnesita India Ltd | 1.45% | 1.50% |
| Westlife Foodworld Ltd | 1.42% | 1.39% |
| Natco Pharma Ltd | 1.39% | 1.44% |
| Grindwell Norton Ltd | 1.29% | 1.56% |
| Elecon Engineering Company Ltd | 1.17% | 1.23% |
| EID Parry India Ltd | 1.15% | 1.19% |
| Bandhan Bank Ltd | 1.12% | 1.13% |
| Amber Enterprises India Ltd | 1.06% | 1.09% |
| Granules India Ltd | 1.05% | 1.06% |
| R Systems International Ltd | 0.99% | 0.96% |
| Clean Science & Technology Ltd | 1.44% | 0.96% |
| Birlasoft Ltd | 0.92% | 0.95% |
| Ganesha Ecosphere Ltd | 0.92% | 0.94% |
| Aavas Financiers Ltd | 0.91% | 0.95% |
| Century Plyboards (India) Ltd | 1.06% | 0.87% |
| Can Fin Homes Ltd | 1.99% | 0.84% |
| KEI Industries Ltd | 0.62% | 3.17% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 90.8% means 90.8% of each fund's money sits in positions the other also holds. Matched by ISIN. Cash and hedged positions are left out.
Largest holdings only in Sundaram Long Term Tax Advantage Fund Series III
| Security | % of fund |
|---|---|
| Interglobe Aviation Ltd | 1.99% |
Largest holdings only in Sundaram Long Term Tax Advantage Fund Series IV
Every holding of this fund is also held by the other.
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Sundaram Long Term Tax Advantage Fund Series III | Sundaram Long Term Tax Advantage Fund Series IV |
|---|---|---|
| Equity | 96.7% | 97.6% |
| Debt | 0.0% | 0.0% |
| Cash and others | 3.3% | 2.4% |
Market cap of stocks
| Market cap | Sundaram Long Term Tax Advantage Fund Series III | Sundaram Long Term Tax Advantage Fund Series IV |
|---|---|---|
| Large Cap | 5.9% | 4.1% |
| Mid Cap | 9.2% | 12.3% |
| Small Cap | 81.5% | 81.2% |
Share of the whole fund. Groups follow AMFI's latest list: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.
Largest sectors
| Sector | Sundaram Long Term Tax Advantage Fund Series III | Sundaram Long Term Tax Advantage Fund Series IV |
|---|---|---|
| Banks | 12.6% | 11.9% |
| Industrial Products | 9.9% | 12.5% |
| Finance | 10.5% | 9.3% |
| Electrical Equipment | 8.6% | 8.9% |
| Consumer Durables | 7.8% | 8.8% |
| Healthcare Services | 6.6% | 6.9% |
The six largest sectors of each fund's stocks, % of the fund.
Sundaram Long Term Tax Advantage Fund Series III vs Sundaram Long Term Tax Advantage Fund Series IV: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Sundaram Long Term Tax Advantage Fund Series III | Sundaram Long Term Tax Advantage Fund Series IV |
|---|---|---|
| Total expense ratio (Direct) | 1.01% | 1.04% |
| Base expense ratio (Direct) | 0.80% | 0.83% |
| Total expense ratio (Regular) | 1.24% | 1.24% |
| Base expense ratio (Regular) | 1.00% | 1.00% |
The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, transaction costs, and levies with GST.
More comparisons
Each fund against the others of its category
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Compare Sundaram Long Term Tax Advantage Fund Series IV with
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Sundaram Long Term Tax Advantage Fund Series III vs Sundaram Long Term Tax Advantage Fund Series IV: Frequently Asked Questions
What is the difference between Sundaram Long Term Tax Advantage Fund Series III and Sundaram Long Term Tax Advantage Fund Series IV?
Both are ELSS funds, run by Sundaram Mutual Fund. Their portfolios overlap 90.8%. Sundaram Long Term Tax Advantage Fund Series III charges 1.01% a year and Sundaram Long Term Tax Advantage Fund Series IV 1.04%.
Which has given higher returns, Sundaram Long Term Tax Advantage Fund Series III or Sundaram Long Term Tax Advantage Fund Series IV?
Over 1 year: Sundaram Long Term Tax Advantage Fund Series III −3.46%, Sundaram Long Term Tax Advantage Fund Series IV −4.32%. Over 3 years: Sundaram Long Term Tax Advantage Fund Series III +9.62% a year, Sundaram Long Term Tax Advantage Fund Series IV +9.50% a year. Over 5 years: Sundaram Long Term Tax Advantage Fund Series III +13.97% a year, Sundaram Long Term Tax Advantage Fund Series IV +13.89% a year. As on 30-10-2026. Past returns do not promise future returns.
Which has the lower expense ratio, Sundaram Long Term Tax Advantage Fund Series III or Sundaram Long Term Tax Advantage Fund Series IV?
Sundaram Long Term Tax Advantage Fund Series III charges less: 1.01% a year against 1.04%. These are the Direct plans' total expense ratios reported to AMFI.
How much do Sundaram Long Term Tax Advantage Fund Series III and Sundaram Long Term Tax Advantage Fund Series IV overlap?
90.8%. They hold 39 of the same securities, the largest shared ones being MTARTECH, ASTERDM, UJJIVANSFB. From each fund's latest monthly portfolio.
Which is riskier, Sundaram Long Term Tax Advantage Fund Series III or Sundaram Long Term Tax Advantage Fund Series IV?
On SEBI's riskometer, Sundaram Long Term Tax Advantage Fund Series III is rated Very High and Sundaram Long Term Tax Advantage Fund Series IV Very High. Over 3 years, the standard deviation of daily returns was 16.42% and 16.35% a year.
Which is better for SIP, Sundaram Long Term Tax Advantage Fund Series III or Sundaram Long Term Tax Advantage Fund Series IV?
Over the last 5 years, a monthly SIP of ₹10,000 from 01-10-2021 to 30-10-2026 grew to ₹8,10,140 in Sundaram Long Term Tax Advantage Fund Series III (XIRR 11.1% a year) and ₹8,07,218 in Sundaram Long Term Tax Advantage Fund Series IV (XIRR 11.0% a year). Both received 61 instalments. Past returns do not promise future returns.
Can I invest in both Sundaram Long Term Tax Advantage Fund Series III and Sundaram Long Term Tax Advantage Fund Series IV?
Yes. 90.8% of each fund's money sits in the same holdings, so a large part of the two investments would move together.
Who manages Sundaram Long Term Tax Advantage Fund Series III and Sundaram Long Term Tax Advantage Fund Series IV?
Sundaram Long Term Tax Advantage Fund Series III: Rohit Seksaria. Sundaram Long Term Tax Advantage Fund Series IV: Rohit Seksaria.
Sources: NAV and expense ratio from AMFI. Holdings from each fund house's monthly portfolio statement. Fund facts from each scheme summary document.
This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.