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NAV: 26 Mar 2025
₹25.18
Rating
NA
Min. SIP amount
Not Supported
Fund size
₹19.18Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (29)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
ICICI Bank Ltd. | Financial | Equity | 9.49% |
HDFC Bank Ltd. | Financial | Equity | 9.04% |
Reliance Industries Ltd. | Energy | Equity | 7.40% |
Infosys Ltd. | Technology | Equity | 7.15% |
State Bank of India | Financial | Equity | 5.98% |
Bharti Airtel Ltd. | Communication | Equity | 5.73% |
Ultratech Cement Ltd. | Construction | Equity | 3.90% |
Larsen & Toubro Ltd. | Construction | Equity | 3.52% |
Axis Bank Ltd. | Financial | Equity | 3.13% |
Coromandel International Ltd. | Chemicals | Equity | 2.80% |
Tata Motors Ltd. | Automobile | Equity | 2.59% |
Jindal Steel & Power Ltd. | Metals & Mining | Equity | 2.48% |
SBI Life Insurance Company Ltd. | Insurance | Equity | 2.48% |
Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 2.41% |
ITC Ltd. | Consumer Staples | Equity | 2.37% |
HCL Technologies Ltd. | Technology | Equity | 2.30% |
Tata Consultancy Services Ltd. | Technology | Equity | 2.01% |
Bank Of Baroda | Financial | Equity | 2.00% |
Schaeffler India Ltd. | Capital Goods | Equity | 1.72% |
Navin Fluorine International Ltd. | Chemicals | Equity | 1.62% |
Bharat Petroleum Corporation Ltd. | Energy | Equity | 1.61% |
Titan Company Ltd. | Consumer Discretionary | Equity | 1.59% |
Cipla Ltd. | Healthcare | Equity | 1.40% |
Birla Corporation Ltd. | Construction | Equity | 1.14% |
Hindustan Unilever Ltd. | Consumer Staples | Equity | 1.01% |
Tata Consumer Products Ltd. | Consumer Staples | Equity | 0.97% |
Hindalco Industries Ltd. | Metals & Mining | Equity | 0.71% |
Indusind Bank Ltd. | Financial | Equity | 0.65% |
Container Corporation Of India Ltd. | Services | Equity | 0.50% |
See All
Minimum investment amounts
| Min. for 1st investment | Not Supported |
| Min. for 2nd investment onwards | Not Supported |
| Min. for SIP | Not Supported |
Returns and rankings
Category: Equity ELSS
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 7.0% | 12.9% | 25.7% | 12.2% |
| Category average | 4.2% | 18.5% | 26.3% | NA |
| Rank with in category | 5 | 12 | 14 | NA |
Understand terms
Peer Comparison
| Equity, ELSS funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
SBI ELSS Tax Saver Fund Direct Plan IDCW | 5 | 4.4% | 24.9% | 30,419.61 |
HDFC ELSS Tax Saver Fund Direct Plan IDCW | 5 | 9.9% | 22.7% | 16,644.54 |
JM ELSS Tax Saver Fund Direct Plan IDCW | 4 | 3.8% | 22.4% | 212.85 |
DSP ELSS Tax Saver Fund Direct Plan IDCW | 4 | 5.0% | 21.0% | 16,749.39 |
Bandhan ELSS Tax Saver Fund Direct Plan IDCW | 4 | 5.3% | 17.1% | 6,947.79 |
Expense ratio, exit load and tax
Expense ratio: 1.39%
Inclusive of GST
Exit load
Nil
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Understand terms
Check past data
Fund management
Dwijendra SrivastavaDec 2014 - PresentView details
Dwijendra Srivastava
Dec 2014 - Present
View details
Education
Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.
Experience
Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
Also manages these schemes
Sudhir KediaJan 2022 - PresentView details
Sudhir Kedia
Jan 2022 - Present
View details
Education
Mr. Kedia is CA, CMA and MBA.
Experience
Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, Mirae Asset Mutual Fund and ASK investment.
Also manages these schemes
Rohit SeksariaJan 2022 - PresentView details
Rohit Seksaria
Jan 2022 - Present
View details
Education
Mr. Seksaria is CS, CA & has done MBA from IIM Ahmedabad
Experience
Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.
Also manages these schemes
Fund house & investment objective
Fund house contact details
Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NAWebsite
www.sundarammutual.com
Sundaram Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Email
[email protected]Website
www.karvymfs.comCompare funds
Sundaram Long Term Tax Advantage Fund Series I Direct IDCW
VS
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