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Sundaram Long Term Tax Advantage Fund Series I Growth
+12.87%
3Y annualised
+0.01% 1D
NAV: 26 Mar '25
₹30.97
Min. for SIP
Not Supported
Fund size
₹19.18 Cr
Expense ratio
1.44%
Holdings (29)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| ICICI Bank Ltd. | Financial | Equity | 9.49% |
| HDFC Bank Ltd. | Financial | Equity | 9.04% |
| Reliance Industries Ltd. | Energy | Equity | 7.40% |
| Infosys Ltd. | Technology | Equity | 7.15% |
| State Bank of India | Financial | Equity | 5.98% |
| Bharti Airtel Ltd. | Communication | Equity | 5.73% |
| Ultratech Cement Ltd. | Construction | Equity | 3.90% |
| Larsen & Toubro Ltd. | Construction | Equity | 3.52% |
| Axis Bank Ltd. | Financial | Equity | 3.13% |
| Coromandel International Ltd. | Chemicals | Equity | 2.80% |
| Tata Motors Ltd. | Automobile | Equity | 2.59% |
| Jindal Steel & Power Ltd. | Metals & Mining | Equity | 2.48% |
| SBI Life Insurance Company Ltd. | Insurance | Equity | 2.48% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 2.41% |
| ITC Ltd. | Consumer Staples | Equity | 2.37% |
| HCL Technologies Ltd. | Technology | Equity | 2.30% |
| Tata Consultancy Services Ltd. | Technology | Equity | 2.01% |
| Bank Of Baroda | Financial | Equity | 2.00% |
| Schaeffler India Ltd. | Capital Goods | Equity | 1.72% |
| Navin Fluorine International Ltd. | Chemicals | Equity | 1.62% |
| Bharat Petroleum Corporation Ltd. | Energy | Equity | 1.61% |
| Titan Company Ltd. | Consumer Discretionary | Equity | 1.59% |
| Cipla Ltd. | Healthcare | Equity | 1.40% |
| Birla Corporation Ltd. | Construction | Equity | 1.14% |
| Hindustan Unilever Ltd. | Consumer Staples | Equity | 1.01% |
| Tata Consumer Products Ltd. | Consumer Staples | Equity | 0.97% |
| Hindalco Industries Ltd. | Metals & Mining | Equity | 0.71% |
| Indusind Bank Ltd. | Financial | Equity | 0.65% |
| Container Corporation Of India Ltd. | Services | Equity | 0.50% |
See All
Minimum investments
Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported
Returns and rankings
Annualised returns
Absolute returns
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | +6.9% | +12.9% | +25.6% | +12.0% |
| Category average (Equity ELSS) | +2.2% | +18.5% | +21.7% | -- |
| Rank (Equity ELSS) | 4 | 12 | 14 | -- |
Exit load, stamp duty and tax
Exit load
Nil
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
SBI ELSS Tax Saver Fund Growth | +5.93% | +21.07% | 31,861.52 | |
HDFC ELSS Tax Saver Fund Growth | +7.80% | +18.44% | 16,749.21 | |
WhiteOak Capital ELSS Tax Saver Fund Growth | +4.99% | +18.31% | 437.94 | |
Franklin India ELSS Tax Saver Fund Growth | +5.17% | +16.12% | 6,440.15 | |
Parag Parikh ELSS Tax Saver Fund Growth | +1.85% | +13.54% | 5,768.08 | |
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About Sundaram Long Term Tax Advantage Fund Series I Growth
Sundaram Long Term Tax Advantage Fund Series I Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. The fund currently has an Asset Under Management(AUM) of ₹75,674 Cr and the Latest NAV as of 26 Mar 2025 is ₹30.97.
The Sundaram Long Term Tax Advantage Fund Series I Growth is rated Low risk.
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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.
Fund benchmarkBSE 500 Total Return Index
Fund house
Rank (total assets)#17 in India
Total AUM₹75,674.20 Cr
Date of Incorporation26 Feb 1996
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,