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Sundaram Long Term Tax Advantage Fund Series II Direct Growth
+14.10%
3Y annualised
+0.03% 1D
NAV: 23 Mar '26
₹36.32
Min. for SIP
Not Supported
Fund size (AUM)
₹13.09 Cr
Expense ratio
1.16%
Rating
--
Holdings (32)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| ICICI Bank Ltd | Financial | Equity | 9.20% |
| HDFC Bank Ltd | Financial | Equity | 8.55% |
| State Bank of India | Financial | Equity | 8.32% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 7.43% |
| Bharti Airtel Ltd | Technology | Equity | 6.17% |
| Repo | Unspecified | Repo | 5.87% |
| Larsen & Toubro Ltd | Industrials | Equity | 5.79% |
| Infosys Ltd | Technology | Equity | 4.96% |
| Ultratech Cement Ltd | Materials | Equity | 4.11% |
| Axis Bank Ltd | Financial | Equity | 3.83% |
| Jindal Steel & Power Ltd | Materials | Equity | 3.40% |
| Hindustan Petroleum Corporation Ltd | Energy & Utilities | Equity | 3.06% |
| Titan Company Ltd | Consumer Discretionary | Equity | 2.98% |
| Coromandel International Ltd | Materials | Equity | 2.78% |
| Bank Of Baroda | Financial | Equity | 2.34% |
| Bharat Petroleum Corporation Ltd | Energy & Utilities | Equity | 2.21% |
| Schaeffler India Ltd | Industrials | Equity | 1.95% |
| Tata Motors Ltd | Industrials | Equity | 1.89% |
| SBI Life Insurance Company Ltd | Financial | Equity | 1.82% |
| ITC Ltd | Consumer Staples | Equity | 1.75% |
| HCL Technologies Ltd | Technology | Equity | 1.65% |
| Tata Motors Ltd | Consumer Discretionary | Equity | 1.43% |
| Tata Consumer Products Ltd | Consumer Staples | Equity | 1.41% |
| Tata Consultancy Services Ltd | Technology | Equity | 1.24% |
| Cipla Ltd | Healthcare | Equity | 1.17% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 1.16% |
| Hindustan Unilever Ltd | Consumer Staples | Equity | 0.92% |
| Birla Corporation Ltd | Materials | Equity | 0.91% |
| Indusind Bank Ltd | Financial | Equity | 0.72% |
| Container Corporation Of India Ltd | Industrials | Equity | 0.71% |
| Wipro Ltd | Technology | Equity | 0.48% |
| Net Payables | Unspecified | Net Payables | -0.21% |
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 | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +14.1% | +13.0% | +13.8% | +13.8% |
| Category average (Equity ELSS) | +18.5% | +21.7% | -- | -- |
| Rank (Equity ELSS) | 12 | 12 | 1 | -- |
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) | |
|---|---|---|---|---|
 | +8.50% | +23.50% | 4,663.26 | |
 | +0.16% | +18.65% | 30,955.01 | |
 | +2.07% | +18.33% | 455.66 | |
 | -2.47% | +16.11% | 15,366.50 | |
 | -6.90% | +12.62% | 5,539.59 | |
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About Sundaram Long Term Tax Advantage Fund Series II Direct Growth
Sundaram Long Term Tax Advantage Fund Series II Direct 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 23 Mar 2026 is ₹36.32.
The Sundaram Long Term Tax Advantage Fund Series II Direct Growth is rated Very 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.
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,