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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 (AUM)
₹19.18 Cr
Expense ratio
1.44%
Rating
--
Holdings (2)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Repo | Unspecified | Repo | 99.73% |
| Cash/Net Current Assets | Unspecified | Cash/Net Current Assets | 0.27% |
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
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
 | +7.28% | +22.78% | 4,663.26 | |
 | +0.13% | +18.44% | 30,955.01 | |
 | +0.68% | +16.88% | 455.66 | |
 | -3.53% | +15.70% | 15,366.50 | |
 | -3.92% | +14.26% | 6,038.73 | |
| Compare | ||||
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 ₹77,804 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₹77,803.54 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,