Home>Mutual Funds>Sundaram Mutual Fund>Sundaram Long Term Tax Advantage Fund Series I Regular IDCW

Sundaram Long Term Tax Advantage Fund Series I Regular IDCW

Equity
ELSS
Very High Risk
3Y Lock Inlock
55.16%
1Y return
-0.75% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 17 Sep 2021₹17.71
Min. SIP amountNA
RatingNA
Fund size₹18.53 Cr

Returns and rankings

Category: Equity ELSS
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns55.2%15.4%14.1%12.4%
Category average75.7%16.1%16.6%NA
Rank with in category20188NA
Understand termsinfo

Holdings (41)

NameSectorInstrumentAssets
FinancialEquity8.0%
TechnologyEquity7.6%
EnergyEquity6.8%
FinancialEquity6.7%
FinancialEquity5.1%
FMCGEquity3.9%
State Bank of India
FinancialEquity3.7%
FinancialEquity3.5%
ConstructionEquity3.5%
ChemicalsEquity3.3%
See All

Expense ratio, exit load and tax

Expense ratio: 1.36%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

NA

Understand termsinfo
Check past data

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

S Bharath
Apr 2018 - Present
View details
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Fund house & investment objective

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Fund house contact details

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