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Sundaram Long Term Tax Advantage Fund Series I Regular Growth-0.73%

14.01%
1 Year Return
Equity
Tax Planning
6M
1Y
3Y
5Y
All

Fund Details

Sundaram Long Term Tax Advantage Fund Series I Regular Growth

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio1.42%
NAV₹16.59 (25 Jan 2021)
Fund Started01 Apr 2015
Fund Size18 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
14.0%
5.5%
14.0%
6.9%
Category Average
16.4%
2.2%
16.2%
-
Rank Within Category
14
8
4
-
*All returns are annualized.
SIP
Minimum SIP amount0
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

NameSectorInstrument% Assets
HDFC Bank Ltd.FinancialEquity7.6%
Reliance Industries Ltd.EnergyEquity7.1%
ICICI Bank Ltd.FinancialEquity7.1%
Infosys Ltd.TechnologyEquity6.1%
Housing Development Finance Corpn. Ltd.FinancialEquity5.7%
Navin Fluorine International Ltd.ChemicalsEquity3.6%
Varun Beverages Ltd.FMCGEquity3.4%
Bharti Airtel Ltd.CommunicationEquity3.3%
Axis Bank Ltd.FinancialEquity3.0%
Tata Consumer Products Ltd.FMCGEquity2.9%
See All

Fund Managers

S Bharath
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Sundaram Long Term Tax Advantage Fund Series I Regular Growth Details

Sundaram Long Term Tax Advantage Fund Series I Regular Growth 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 Growth fund.The fund currently has an Asset Under Management(AUM) of ₹18 Cr and the Latest NAV as of 25 Jan 2021 is ₹16.59.

The Sundaram Long Term Tax Advantage Fund Series I Regular Growth 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
Sundaram 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,
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