Home>Mutual Funds>Sundaram Mutual Fund>Sundaram Long Term Tax Advantage Fund Series I Regular Dividend
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3Y
5Y
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Fund Details
Sundaram Long Term Tax Advantage Fund Series I Regular Dividend
| Risk | Moderately High |
|---|---|
| Min SIP Amount | Not Supported |
| Expense Ratio | 1.42% |
| NAV | ₹15.29 (25 Jan 2021) |
|---|---|
| Fund Started | 01 Apr 2015 |
| Fund Size | ₹18 Cr |
Returns
1Y
3Y*
5Y*
Since inception*
Fund Returns
14.0%
5.5%
14.0%
-7.3%
Category Average
16.4%
2.2%
16.2%
-
Rank Within Category
14
8
4
-
*All returns are annualized.
SIP
Minimum SIP amount₹0
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
₹0
with 14.0% returns per annum
Comparison
Data not available
Pros
Found nothing so far.
Cons
Found nothing so far.
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 7.6% |
| Reliance Industries Ltd. | Energy | Equity | 7.1% |
| ICICI Bank Ltd. | Financial | Equity | 7.1% |
| Infosys Ltd. | Technology | Equity | 6.1% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 5.7% |
| Navin Fluorine International Ltd. | Chemicals | Equity | 3.6% |
| Varun Beverages Ltd. | FMCG | Equity | 3.4% |
| Bharti Airtel Ltd. | Communication | Equity | 3.3% |
| Axis Bank Ltd. | Financial | Equity | 3.0% |
| Tata Consumer Products Ltd. | FMCG | Equity | 2.9% |
See All
Fund Managers
S Bharath
Sundaram Long Term Tax Advantage Fund Series I Regular Dividend Details
Sundaram Long Term Tax Advantage Fund Series I Regular Dividend is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 01 Apr 2015. S Bharath is the Current Fund Manager of Sundaram Long Term Tax Advantage Fund Series I Regular Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹18 Cr and the Latest NAV as of 25 Jan 2021 is ₹15.29.
The Sundaram Long Term Tax Advantage Fund Series I Regular Dividend is rated Moderately High risk.
Investment Objective
The scheme seeks to generate capital appreciation over a period of ten years by investing predominantly in equity and equity-related instruments of companies along with income tax benefit.
Scheme Information Document(SID)
Not Supported
Min for First Investment
Not Supported
Min for Second Investment
Nil
Exit Load
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About Sundaram Mutual Fund
Address
Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014
Phone
044-28583362/3367
Launch Date
26 Feb 1996
E-mail
ravis@sundarammutual.comWebsite
NASundaram Mutual Fund
Asset Management Company
Custodian
Stock Holding Corp. of India Ltd.
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Website
www.karvymfs.comSimilar Funds
