UTI Long Term Advantage Fund Series III vs Sundaram Series I Regular IDCW Payout: NAV, Returns and Maturity Status Compared

UTI Long Term Advantage Fund Series III vs Sundaram Series I Regular IDCW Payout compares two schemes that have both already matured. UTI Long Term Advantage Fund Series III closed at a final NAV of Rs 23.2926 in 2021, while the comparison fund closed at Rs 24.4751 in 2025, and neither is available for fresh investment today.

That difference shapes what UTI Long Term Advantage Fund Series III vs Sundaram Series I Regular IDCW Payout 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.

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UTI Long Term Advantage Fund Series III vs Sundaram Series I Regular IDCW Payout: Quick Comparison Table

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

Parameter	UTI Long Term Advantage Fund Series III	Sundaram Long Term Tax Advantage Fund Series I Regular Plan – Payout of Income Distribution cum Capital Withdrawal (IDCW)
Fund house	UTI Mutual Fund	Sundaram Mutual Fund
Category	Close ended ELSS	Close ended ELSS
Units allotted	2016	2015
Current status	Matured in 2021	Matured in 2025
Latest / final NAV	Rs 23.2926	Rs 24.4751
CAGR since launch	16.62% per year	9.1% per year
Total return since launch	About 132.4%	About 138.6%
Lock in	3 years (already over)	3 years (already over)
Fresh investment allowed	No, NFO only scheme	No, NFO only scheme

UTI Long Term Advantage Fund Series III vs Sundaram Series I Regular IDCW Payout: NAV and Live Performance

The UTI Long Term Advantage Fund Series III side of UTI Long Term Advantage Fund Series III vs Sundaram Series I Regular IDCW Payout has compounded investor money at 16.62 percent per year since units were allotted in 2016, a total gain of about 132.4 percent to date. Based on AMFI NAV history, it has also delivered a 3 year CAGR of 18.67 percent and a 5 year CAGR of 15.21 percent.

The comparison fund in UTI Long Term Advantage Fund Series III vs Sundaram Series I Regular IDCW Payout, Sundaram Long Term Tax Advantage Fund Series I Regular Plan – Payout of Income Distribution cum Capital Withdrawal (IDCW), has compounded at 9.1 percent per year since 2015, a total return of about 138.6 percent locked in at its final NAV.

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UTI Long Term Advantage Fund Series III vs Sundaram Series I Regular IDCW Payout: Maturity and Investment Status

Structurally, UTI Long Term Advantage Fund Series III is a close ended ELSS. It accepted money only during its 2016 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 the scheme has since completed its full life cycle and matured.

The comparison fund in UTI Long Term Advantage Fund Series III vs Sundaram Series I Regular IDCW Payout followed the same structure. It has already completed its full life cycle, with outstanding units compulsorily redeemed at the prevailing NAV of Rs 24.4751 in 2025.

UTI Long Term Advantage Fund Series III vs Sundaram Series I Regular IDCW Payout: Which Fund Performed Better

On pure lifetime CAGR, UTI Long Term Advantage Fund Series III vs Sundaram Series I Regular IDCW Payout tilts toward UTI Long Term Advantage Fund Series III, which has compounded at 16.62 percent per year versus 9.1 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 UTI Long Term Advantage Fund Series III vs Sundaram Series I Regular IDCW Payout. 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 UTI Long Term Advantage Fund Series III vs Sundaram Series I Regular IDCW Payout 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 UTI Long Term Advantage Fund Series III vs Sundaram Series I Regular IDCW Payout sits in the close ended structure itself, not in which fund edged ahead.

UTI Long Term Advantage Fund Series III vs Sundaram Series I Regular IDCW Payout: Key Takeaways for Tax Saving Investors

Close ended ELSS schemes, as UTI Long Term Advantage Fund Series III vs Sundaram Series I Regular IDCW Payout 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 UTI Long Term Advantage Fund Series III vs Sundaram Series I Regular IDCW Payout, 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 UTI Long Term Advantage Fund Series III vs Sundaram Series I Regular IDCW Payout also want to know how the lock in and tax treatment compare before deciding where to hold their money.

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

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

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

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

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

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

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

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

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

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Conclusion

UTI Long Term Advantage Fund Series III vs Sundaram Series I Regular IDCW Payout ultimately does not favour one fund by a wide margin. UTI Long Term Advantage Fund Series III shows a verified CAGR of 16.62 percent since 2016, while the comparison fund has compounded at 9.1 percent since 2015. Neither side of UTI Long Term Advantage Fund Series III vs Sundaram Series I Regular IDCW Payout 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 UTI Long Term Advantage Fund Series III vs Sundaram Series I Regular IDCW Payout

In UTI Long Term Advantage Fund Series III vs Sundaram Series I Regular IDCW Payout, which fund performed better?

Ans. On lifetime CAGR, UTI Long Term Advantage Fund Series III finished ahead at about 16.62 percent per year, versus 9.1 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 UTI Long Term Advantage Fund Series III in UTI Long Term Advantage Fund Series III vs Sundaram Series I Regular IDCW Payout?

Ans. The final NAV of UTI Long Term Advantage Fund Series III is Rs 23.2926, per official AMFI data, declared in 2021 at maturity.

Is the comparison fund in UTI Long Term Advantage Fund Series III vs Sundaram Series I Regular IDCW Payout still active?

Ans. No, it has already matured. Its final declared NAV was Rs 24.4751, declared in 2025, after which the scheme stopped publishing NAVs and proceeds were paid out to unitholders.

Can I invest in either fund from UTI Long Term Advantage Fund Series III vs Sundaram Series I Regular IDCW Payout today?

Ans. No fresh investment is possible in either scheme covered in UTI Long Term Advantage Fund Series III vs Sundaram Series I Regular IDCW Payout. 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 UTI Long Term Advantage Fund Series III?

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

What returns has UTI Long Term Advantage Fund Series III delivered?

Ans. UTI Long Term Advantage Fund Series III has compounded at roughly 16.62 percent per year since its 2016 launch, a total gain of about 132.4 percent, with a 3 year CAGR of 18.67 percent per the latest AMFI NAV history.

What happened to investors in the UTI Long Term Advantage Fund Series III vs Sundaram Series I Regular IDCW Payout 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 UTI Long Term Advantage Fund Series III vs Sundaram Series I Regular IDCW Payout?

Ans. The key takeaway from UTI Long Term Advantage Fund Series III vs Sundaram Series I Regular IDCW Payout 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.