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Sundaram Long Term Tax Advantage Fund Series II Direct Growth-1.65%

17.42%
1 Year Return
Equity
Tax Planning
6M
1Y
3Y
All

Fund Details

Sundaram Long Term Tax Advantage Fund Series II Direct Growth

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio1.22%
NAV₹18.69 (22 Jan 2021)
Fund Started21 Mar 2016
Fund Size13 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
17.4%
7.0%
-
8.0%
Category Average
19.3%
2.5%
16.5%
-
Rank Within Category
12
4
-
-
*All returns are annualized.
SIP
Minimum SIP amount0
Amount Per Month₹5,000
Duration
1Y back
3Y back
Would have become
0
with 17.4% returns per annum

Comparison

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

Top Holdings

NameSectorInstrument% Assets
HDFC Bank Ltd.FinancialEquity7.3%
Reliance Industries Ltd.EnergyEquity7.2%
ICICI Bank Ltd.FinancialEquity7.0%
Infosys Ltd.TechnologyEquity6.0%
Housing Development Finance Corpn. Ltd.FinancialEquity5.1%
Navin Fluorine International Ltd.ChemicalsEquity3.9%
Varun Beverages Ltd.FMCGEquity3.8%
Bharti Airtel Ltd.CommunicationEquity3.4%
HCL Technologies Ltd.TechnologyEquity3.4%
Larsen & Toubro Ltd.ConstructionEquity3.2%
See All

Fund Managers

S Bharath
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Sundaram Long Term Tax Advantage Fund Series II Direct Growth Details

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 ₹13 Cr and the Latest NAV as of 22 Jan 2021 is ₹18.69.

The Sundaram Long Term Tax Advantage Fund Series II Direct 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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