Home>Mutual Funds>Sundaram Mutual Fund>Sundaram Long Term Tax Advantage Fund Series II Direct Growth
6M
1Y
3Y
All
Fund Details
Sundaram Long Term Tax Advantage Fund Series II Direct Growth
| Risk | Moderately High |
|---|---|
| Min SIP Amount | Not Supported |
| Expense Ratio | 1.22% |
| NAV | ₹18.69 (22 Jan 2021) |
|---|---|
| Fund Started | 21 Mar 2016 |
| Fund Size | ₹13 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 amount₹0
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
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 7.3% |
| Reliance Industries Ltd. | Energy | Equity | 7.2% |
| ICICI Bank Ltd. | Financial | Equity | 7.0% |
| Infosys Ltd. | Technology | Equity | 6.0% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 5.1% |
| Navin Fluorine International Ltd. | Chemicals | Equity | 3.9% |
| Varun Beverages Ltd. | FMCG | Equity | 3.8% |
| Bharti Airtel Ltd. | Communication | Equity | 3.4% |
| HCL Technologies Ltd. | Technology | Equity | 3.4% |
| Larsen & Toubro Ltd. | Construction | Equity | 3.2% |
See All
Fund Managers
S Bharath
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
Compare Funds
Sundaram Long Term Tax Advantage Fund Series II Direct Growth
VS
search
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
E-mail
ravis@sundarammutual.comWebsite
NASundaram 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,
Website
www.karvymfs.comSimilar Funds
