Sundaram Long Term Tax Advantage Fund Series III
Sundaram Mutual Fund
As of 2026-07-31
Holdings
41
Concentrated
Top 10 weight
48%
Concentration
Strategy data
N/A
Not reported
Equity
94%
Asset allocation
Portfolio
19Sectors
4Large positions
11.8%Top: Banks
0.0%Cash
Market-cap allocation
Large cap4%
Mid cap4%
Small cap83%
Asset allocation
Equity94%
Top holdings
Aster DM Healthcare LtdEQUITY
7.5%TREPSDERIVATIVE
5.7%5.5%
MTAR Technologies LtdEQUITY
5.2%TVS Holdings LtdEQUITY
4.8%KSB LTDEQUITY
4.5%Affle (India) LtdEQUITY
4.3%3.8%
3.6%
3.3%
3.2%
CSB Bank LtdEQUITY
3.1%Angel One LtdEQUITY
3.1%2.7%
Brigade Enterprises LtdEQUITY
2.6%SIS LtdEQUITY
2.4%2.4%
Sapphire Foods India LtdEQUITY
2.4%PVR INOX LtdEQUITY
2.2%Can Fin Homes LtdEQUITY
2.2%JK Cement LtdEQUITY
2.1%2.0%
Landmark Cars LtdEQUITY
1.8%PNB Housing Finance LtdEQUITY
1.7%1.6%
Natco Pharma LtdEQUITY
1.5%RHI Magnesita India LtdEQUITY
1.4%Venus Pipes & Tubes LtdEQUITY
1.4%Grindwell Norton LtdEQUITY
1.3%EID Parry India LtdEQUITY
1.2%1.2%
Westlife Foodworld LtdEQUITY
1.2%1.1%
Ganesha Ecosphere LtdEQUITY
1.0%1.0%
Birlasoft LtdEQUITY
0.98%Aavas Financiers LtdEQUITY
0.98%0.89%
KEI Industries LtdEQUITY
0.67%0.26%
Cash and Other Net Current AssetsDERIVATIVE
0.01%AI Smart summary
Portfolio read
- 94% equity.
- 41 disclosed positions across 19 classified equity sectors.
- Largest equity sector is Banks at 11.8% of the portfolio.
Watchpoints
- Small-cap exposure is 83%, which may increase volatility and liquidity risk.
Auto-generated from fund metrics. Educational only - not investment advice.
Peer comparison
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Sector exposure
Full industry / sector breakdown aggregated from the fund's holdings.
11.8%
11.6%
11.3%
7.5%
7.4%
6.3%
5.2%
4.8%
4.8%
3.6%
3.5%
3.1%
2.6%
2.4%
Other 5 sectors8.3%
2.2%
2.1%
1.8%
1.2%
1.0%