| Risk | Moderately High |
|---|---|
| Min SIP Amount | Not Supported |
| Expense Ratio | 1.22% |
| NAV | ₹15.34 (28 Oct 2020) |
|---|---|
| Fund Started | 21 Mar 2016 |
| Fund Size | ₹11 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Reliance Industries Ltd. | Energy | Equity | 9.4% |
| HDFC Bank Ltd. | Financial | Equity | 6.1% |
| Infosys Ltd. | Technology | Equity | 5.5% |
| ICICI Bank Ltd. | Financial | Equity | 5.2% |
| Tata Consumer Products Ltd. | FMCG | Equity | 5.0% |
| Navin Fluorine International Ltd. | Chemicals | Equity | 4.0% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 3.9% |
| HCL Technologies Ltd. | Technology | Equity | 3.4% |
| Varun Beverages Ltd. | FMCG | Equity | 3.2% |
| Bharti Airtel Ltd. | Communication | Equity | 3.2% |
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 21 Mar 2016. S Bharath is the Current Fund Manager of Sundaram Long Term Tax Advantage Fund Series II Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹11 Cr and the Latest NAV as of 28 Oct 2020 is ₹15.34.
The Sundaram Long Term Tax Advantage Fund Series II Direct 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.