Sundaram Long Term Tax Advantage Fund Series III vs UTI Series V: NAV, Returns and Maturity Status Compared

Sundaram Long Term Tax Advantage Fund Series III vs UTI Series V comes down to one key fact before any number matters: only one of these two schemes is still active today. Sundaram Long Term Tax Advantage Fund Series III continues to publish a daily NAV, which stands at Rs 32.751 per the latest AMFI data, while the other fund matured in 2021 and paid out its investors at a final NAV of Rs 15.4735.

That difference shapes what Sundaram Long Term Tax Advantage Fund Series III vs UTI Series V means for you. If you hold units in either scheme, the lock in period has ended, so the choice is between redeeming now, holding until maturity, or reallocating toward an open ended ELSS fund that accepts fresh money and runs a SIP.

Click Here – Get Free Investment Predictions

Sundaram Long Term Tax Advantage Fund Series III vs UTI Series V: Quick Comparison Table

The table below sets out Sundaram Long Term Tax Advantage Fund Series III vs UTI Series V on structure, NAV and verified returns computed from official AMFI NAV history.

Parameter	Sundaram Long Term Tax Advantage Fund Series III	UTI Long Term Advantage Fund Series V
Fund house	Sundaram Mutual Fund	UTI Mutual Fund
Category	Close ended ELSS	Close ended ELSS
Units allotted	2018	2017
Current status	Live, matures around 2028	Matured in 2021
Latest / final NAV	Rs 32.751	Rs 15.4735
CAGR since launch	15.36% per year	10.16% per year
Total return since launch	About 227.2%	About 54.3%
Lock in	3 years (already over)	3 years (already over)
Fresh investment allowed	No, NFO only scheme	No, NFO only scheme

Sundaram Long Term Tax Advantage Fund Series III vs UTI Series V: NAV and Live Performance

The Sundaram Long Term Tax Advantage Fund Series III side of Sundaram Long Term Tax Advantage Fund Series III vs UTI Series V has compounded investor money at 15.36 percent per year since units were allotted in 2018, a total gain of about 227.2 percent to date. Based on AMFI NAV history, it has also delivered a 3 year CAGR of 16.41 percent and a 5 year CAGR of 18.76 percent.

The comparison fund in Sundaram Long Term Tax Advantage Fund Series III vs UTI Series V, UTI Long Term Advantage Fund Series V, has compounded at 10.16 percent per year since 2017, a total return of about 54.3 percent locked in at its final NAV.

Use the Univest Screener to Compare Live Fund and Stock Data

Sundaram Long Term Tax Advantage Fund Series III vs UTI Series V: Maturity and Investment Status

Structurally, Sundaram Long Term Tax Advantage Fund Series III is a close ended ELSS. It accepted money only during its 2018 new fund offer, gave investors Section 80C tax benefits, and imposed a three year lock in. Since that lock in ended, unitholders have been free to redeem on any business day at NAV, and any units still outstanding will be compulsorily redeemed around 2028 at maturity.

The comparison fund in Sundaram Long Term Tax Advantage Fund Series III vs UTI Series V followed the same structure. It has already completed its full life cycle, with outstanding units compulsorily redeemed at the prevailing NAV of Rs 15.4735 in 2021.

Sundaram Long Term Tax Advantage Fund Series III vs UTI Series V: Which Fund Performed Better

On pure lifetime CAGR, Sundaram Long Term Tax Advantage Fund Series III vs UTI Series V tilts toward Sundaram Long Term Tax Advantage Fund Series III, which has compounded at 15.36 percent per year versus 10.16 percent per year for the other scheme. Entry and exit timing plays a real role here since ELSS NFOs launched in different market cycles naturally show different lifetime returns.

Total wealth created can tell a different story than annualised CAGR in Sundaram Long Term Tax Advantage Fund Series III vs UTI Series V. A scheme that has stayed invested longer compounds a larger absolute gain even at a lower annual rate, while a matured scheme locks in its return the moment it closes and forces the investor to find a new home for that money, which carries its own reinvestment risk.

The honest verdict from Sundaram Long Term Tax Advantage Fund Series III vs UTI Series V is that both schemes broadly did their job as Section 80C tax savers. Each one delivered a healthy multi year return well ahead of inflation. The bigger lesson from Sundaram Long Term Tax Advantage Fund Series III vs UTI Series V sits in the close ended structure itself, not in which fund edged ahead.

Sundaram Long Term Tax Advantage Fund Series III vs UTI Series V: Key Takeaways for Tax Saving Investors

Close ended ELSS schemes, as Sundaram Long Term Tax Advantage Fund Series III vs UTI Series V shows, are largely a discontinued category today. You cannot add money after the NFO, you cannot run a SIP, and your exit at maturity may or may not land in a favourable market. Open ended ELSS funds solve all three problems while offering the same Section 80C benefit and the same three year lock in per instalment.

If you still hold either fund from Sundaram Long Term Tax Advantage Fund Series III vs UTI Series V, review it the way you would any equity fund. The lock in is over on both sides, so the choice between redeeming now and holding until maturity should rest on your goals, your tax situation on gains, and whether the money has a better destination. A SEBI registered investment adviser can help you weigh that call against your full portfolio.

Many investors researching Sundaram Long Term Tax Advantage Fund Series III vs UTI Series V also want to know how the lock in and tax treatment compare before deciding where to hold their money.

For a reader evaluating Sundaram Long Term Tax Advantage Fund Series III vs UTI Series V, the NAV figures above are the fastest way to see which scheme has compounded faster to date.

Sundaram Long Term Tax Advantage Fund Series III vs UTI Series V is a useful reference point whenever either scheme comes up in a broader ELSS portfolio review.

Anyone tracking Sundaram Long Term Tax Advantage Fund Series III vs UTI Series V should note that neither scheme is open for new lump sum or SIP investment today.

The comparison in Sundaram Long Term Tax Advantage Fund Series III vs UTI Series V is most useful for existing unitholders deciding whether to redeem, hold, or reinvest elsewhere.

Sundaram Long Term Tax Advantage Fund Series III vs UTI Series V also matters for investors comparing Section 80C options across different fund houses before their next tax filing.

Reviewing Sundaram Long Term Tax Advantage Fund Series III vs UTI Series V periodically helps existing unitholders track how each scheme is progressing relative to its own history.

Download the Univest iOS App or Univest Android App to track funds, stocks and SEBI registered research in one place.

Conclusion

Sundaram Long Term Tax Advantage Fund Series III vs UTI Series V ultimately does not favour one fund by a wide margin. Sundaram Long Term Tax Advantage Fund Series III shows a verified CAGR of 15.36 percent since 2018, while the comparison fund has compounded at 10.16 percent since 2017. Neither side of Sundaram Long Term Tax Advantage Fund Series III vs UTI Series V accepts fresh money today, so for new tax saving investment in FY 2026-27, an open ended ELSS with a consistent track record is the practical route. Historically, disciplined ELSS investing has rewarded patience, but always consult a SEBI registered adviser before acting.

FAQs on Sundaram Long Term Tax Advantage Fund Series III vs UTI Series V

In Sundaram Long Term Tax Advantage Fund Series III vs UTI Series V, which fund performed better?

Ans. On lifetime CAGR, Sundaram Long Term Tax Advantage Fund Series III finished ahead at about 15.36 percent per year, versus 10.16 percent per year for the other scheme in this comparison. Total wealth created can still favour the scheme that has stayed invested longer, even at a lower annual rate.

What is the latest NAV of Sundaram Long Term Tax Advantage Fund Series III in Sundaram Long Term Tax Advantage Fund Series III vs UTI Series V?

Ans. The latest NAV of Sundaram Long Term Tax Advantage Fund Series III is Rs 32.751, per official AMFI data, declared on the most recent NAV date.

Is the comparison fund in Sundaram Long Term Tax Advantage Fund Series III vs UTI Series V still active?

Ans. No, it has already matured. Its final declared NAV was Rs 15.4735, declared in 2021, after which the scheme stopped publishing NAVs and proceeds were paid out to unitholders.

Can I invest in either fund from Sundaram Long Term Tax Advantage Fund Series III vs UTI Series V today?

Ans. No fresh investment is possible in either scheme covered in Sundaram Long Term Tax Advantage Fund Series III vs UTI Series V. Both are close ended ELSS schemes that accepted subscriptions only during their respective new fund offers, and neither is accepting or holding new investor money now.

What type of fund is Sundaram Long Term Tax Advantage Fund Series III?

Ans. Sundaram Long Term Tax Advantage Fund Series III is a close ended equity linked savings scheme, or ELSS, from Sundaram Mutual Fund. Investments made during its NFO qualified for Section 80C tax deduction and carried a three year lock in period.

What returns has Sundaram Long Term Tax Advantage Fund Series III delivered?

Ans. Sundaram Long Term Tax Advantage Fund Series III has compounded at roughly 15.36 percent per year since its 2018 launch, a total gain of about 227.2 percent, with a 3 year CAGR of 16.41 percent per the latest AMFI NAV history.

What happened to investors in the Sundaram Long Term Tax Advantage Fund Series III vs UTI Series V comparison at maturity?

Ans. At maturity, outstanding units were compulsorily redeemed at the prevailing NAV and the proceeds were paid to unitholders. This is the standard process for every close ended ELSS scheme once its tenure ends.

What is the key takeaway from Sundaram Long Term Tax Advantage Fund Series III vs UTI Series V?

Ans. The key takeaway from Sundaram Long Term Tax Advantage Fund Series III vs UTI Series V is that close ended ELSS schemes cannot take fresh money after their NFO, so investors comparing them today should treat this as a reference case rather than a live investment choice. An open ended ELSS fund with a consistent long term record is the practical route for new tax saving investment.