Risk | Moderately High |
---|---|
Min SIP Amount | Not Supported |
Expense Ratio | 1.42% |
NAV | ₹16.59 (25 Jan 2021) |
---|---|
Fund Started | 01 Apr 2015 |
Fund Size | ₹18 Cr |
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% |
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.
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.