NAV: 27 May 2022 | ₹16.94 |
Min. SIP amount | NA |
Rating | NA |
Fund size | ₹17.24Cr |
1Y | 3Y | 5Y | All | |
---|---|---|---|---|
Fund returns | 10.1% | 13.4% | 10.2% | 10.4% |
Category average | 75.7% | 16.1% | 16.6% | NA |
Rank with in category | 13 | 17 | 7 | NA |
Name | Sector | Instrument | Assets |
---|---|---|---|
Reliance Industries Ltd. | Energy | Equity | 9.1% |
ICICI Bank Ltd. | Financial | Equity | 8.5% |
Infosys Ltd. | Technology | Equity | 7.5% |
HDFC Bank Ltd. | Financial | Equity | 5.9% |
Varun Beverages Ltd. | Consumer Staples | Equity | 5.0% |
State Bank of India | Financial | Equity | 4.6% |
Housing Development Finance Corpn. Ltd. | Financial | Equity | 4.4% |
Axis Bank Ltd. | Financial | Equity | 3.5% |
Navin Fluorine International Ltd. | Chemicals | Equity | 3.4% |
Larsen & Toubro Ltd. | Construction | Equity | 3.3% |
Inclusive of GST
Nil
0.005% (from July 1st, 2020)
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Min. for 1st investment | NA |
Min. for 2nd investment onwards | NA |
Min. for SIP | NA |
You can easily invest in Sundaram Long Term Tax Advantage Fund Series I Regular IDCW in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:
The Sundaram Long Term Tax Advantage Fund Series I Regular IDCW has been there from 26 Mar 2015 and the average annual returns provided by this fund is 10.10% since its inception.
The term
Expense Ratio used for Sundaram Long Term Tax Advantage Fund Series I Regular IDCW or any other mutual fund is the annual
charges one needs to pay to the Mutual Fund company for managing your investments in that fund.
The Expense Ratio of Sundaram Long Term Tax Advantage Fund Series I Regular IDCW is 1.36% as of 28 May 2022...
The AUM, short for Assets Under Management of Sundaram Long Term Tax Advantage Fund Series I Regular IDCW is ₹17.24Cr as of 28 May 2022.
If you want to sell your Sundaram Long Term Tax Advantage Fund Series I Regular IDCW holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.
The NAV of Sundaram Long Term Tax Advantage Fund Series I Regular IDCW is ₹16.94 as of 27 May 2022.