6M
1Y
3Y
5Y
All
Fund Details
Sundaram Long Term Tax Advantage Fund Series I Regular IDCW
| Risk | Very High |
|---|---|
| Min SIP Amount | Not Supported |
| Expense Ratio | 1.42% |
| NAV | ₹15.91 (23 Jun 2021) |
|---|---|
| Fund Started | 01 Apr 2015 |
| Fund Size | ₹18 Cr |
Returns
1Y
3Y*
5Y*
Since inception*
Fund Returns
59.8%
13.0%
14.6%
-7.3%
Category Average
65.2%
6.2%
15.3%
-
Rank Within Category
19
11
8
-
*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 59.8% returns per annum
Comparison
Data not available
Pros
Found nothing so far.
Cons
Found nothing so far.
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| ICICI Bank Ltd. | Financial | Equity | 7.8% |
| HDFC Bank Ltd. | Financial | Equity | 7.7% |
| Reliance Industries Ltd. | Energy | Equity | 7.4% |
| Infosys Ltd. | Technology | Equity | 6.5% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 4.9% |
| Varun Beverages Ltd. | FMCG | Equity | 3.6% |
| State Bank of India | Financial | Equity | 3.5% |
| Axis Bank Ltd. | Financial | Equity | 3.4% |
| Ultratech Cement Ltd. | Construction | Equity | 3.2% |
| Larsen & Toubro Ltd. | Construction | Equity | 3.1% |
See All
Fund Managers
S Bharath
Sundaram Long Term Tax Advantage Fund Series I Regular IDCW Details
Sundaram Long Term Tax Advantage Fund Series I Regular IDCW 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 IDCW fund.The fund currently has an Asset Under Management(AUM) of ₹18 Cr and the Latest NAV as of 23 Jun 2021 is ₹15.91.
The Sundaram Long Term Tax Advantage Fund Series I Regular IDCW is rated Very 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
Compare Funds
Sundaram Long Term Tax Advantage Fund Series I Regular IDCW
VS
search
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
[email protected]Website
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,
Email
[email protected]Website
www.karvymfs.com