Sundaram Long Term Tax Advantage Fund Series I Regular Growth+0.54%

4.52%
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%
NAV13.91 (23 Oct 2020)
Fund Started01 Apr 2015
Fund Size16 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Sundaram Long Term Tax Advantage Fund Series I Regular Growth
4.5%
2.5%
7.4%
6.1%
Category Average
5.2%
-0.7%
10.2%
-
Rank within category
13
8
5
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 4.5% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    Reliance Industries Ltd.EnergyEquity9.4%
    HDFC Bank Ltd.FinancialEquity6.1%
    Infosys Ltd.TechnologyEquity5.5%
    ICICI Bank Ltd.FinancialEquity5.4%
    Tata Consumer Products Ltd.FMCGEquity5.0%
    Navin Fluorine International Ltd.ChemicalsEquity4.0%
    Housing Development Finance Corpn. Ltd.FinancialEquity3.8%
    HCL Technologies Ltd.TechnologyEquity3.2%
    Bharti Airtel Ltd.CommunicationEquity3.1%
    Varun Beverages Ltd.FMCGEquity3.0%
    See All

    Fund Managers

    addS Bharath
    Education
    Mr. Bharath is a B Com (H), MBA and ICWA.
    Experience
    Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
    Funds Managed

    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 ₹16 Cr and the Latest NAV as of 23 Oct 2020 is ₹13.91.

    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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