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Sundaram Long Term Tax Advantage Fund Series I Direct Growth
+12.86%
3Y annualised
+0.01% 1D
NAV: 26 Mar '25
₹31.71
Min. for SIP
Not Supported
Fund size (AUM)
₹19.18 Cr
Expense ratio
1.39%
Rating
--
Holdings (29)
| Name | Sector | Instruments | 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 investments
Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported
Returns and rankings
Annualised returns
Absolute returns
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | +7.0% | +12.9% | +25.7% | +12.2% |
| Category average (Equity ELSS) | +2.2% | +18.5% | +21.7% | -- |
| Rank (Equity ELSS) | 5 | 12 | 14 | -- |
Exit load, stamp duty and tax
Exit load
Nil
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
 | +6.67% | +24.47% | 4,658.52 | |
 | +0.11% | +20.28% | 31,093.90 | |
 | +1.50% | +19.14% | 450.45 | |
 | -3.32% | +17.23% | 15,559.49 | |
 | -5.97% | +12.85% | 5,617.03 | |
| Compare | ||||
About Sundaram Long Term Tax Advantage Fund Series I Direct Growth
Sundaram Long Term Tax Advantage Fund Series I Direct Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. The fund currently has an Asset Under Management(AUM) of ₹75,524 Cr and the Latest NAV as of 26 Mar 2025 is ₹31.71.
The Sundaram Long Term Tax Advantage Fund Series I Direct Growth is rated Low risk.
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Investment Objective
To provide long term capital appreciation to investors by primarily investing in equity and equity related securities listed on recognized overseas stock exchanges across the world. However, there can be no assurance that the investment objective of the Scheme will be realized.
Fund benchmarkBSE 500 Total Return Index
Fund house
Rank (total assets)#17 in India
Total AUM₹75,523.60 Cr
Date of Incorporation26 Feb 1996
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,