Sundaram Long Term Tax Advantage Fund Series III
Sundaram Mutual Fund
As of 2026-05-31
Holdings
42
Concentrated
Top 10 weight
45%
Concentration
Active share
-
Style
Equity
-
Asset allocation
Portfolio
20Sectors
20High-conviction bets
12%Top sector wt.
-Cash
Market-cap allocation
Large cap3%
Mid cap4%
Small cap86%
Asset allocation
Asset mix not available.
Top holdings
MTAR Technologies LtdEQUITY
7.5%Aster DM Healthcare LtdEQUITY
6.9%TVS Holdings LtdEQUITY
4.6%KSB LTDEQUITY
4.3%4.3%
Affle (India) LtdEQUITY
4.1%Angel One LtdEQUITY
3.7%TREPSCASH_EQUIVALENT
3.6%CSB Bank LtdEQUITY
3.5%3.2%
3.1%
3.1%
Zomato LtdEQUITY
3.1%2.7%
Sapphire Foods India LtdEQUITY
2.4%2.4%
SIS LtdEQUITY
2.4%Can Fin Homes LtdEQUITY
2.3%2.2%
2.1%
JK Cement LtdEQUITY
2.0%PVR INOX LtdEQUITY
2.0%PNB Housing Finance LtdEQUITY
1.8%1.7%
Neogen Chemicals LtdEQUITY
1.7%Natco Pharma LtdEQUITY
1.7%RHI Magnesita India LtdEQUITY
1.5%1.3%
Brigade Enterprises LtdEQUITY
1.3%Landmark Cars LtdEQUITY
1.3%1.2%
Venus Pipes & Tubes LtdEQUITY
1.2%1.2%
Grindwell Norton LtdEQUITY
1.2%Westlife Foodworld LtdEQUITY
1.1%Birlasoft LtdEQUITY
1.1%Aavas Financiers LtdEQUITY
1.0%0.9%
Ganesha Ecosphere LtdEQUITY
0.8%0.8%
EID Parry India LtdEQUITY
0.7%KEI Industries LtdEQUITY
0.7%0.7%
Cash and Other Net Current AssetsCASH_EQUIVALENT
-0.6%AI Smart summary
Pros
- Balanced across the metrics we track.
Cons
- Small-cap heavy (86%) - higher volatility.
- Concentrated in Industrial Products - watch sector risk.
Auto-generated from fund metrics. Educational only - not investment advice.
Peer comparison
Other funds in this category.
No peers found in this category.
Sector exposure
Full industry / sector breakdown aggregated from the fund's holdings.
11.8%
11.4%
10.9%
8.8%
8.4%
7.1%
6.9%
5.1%
4.3%
3.7%
3.5%
3.1%
2.4%
2.0%