|Min SIP Amount||Not Supported|
|NAV||₹21.43 (17 Jun 2021)|
|Fund Started||21 Mar 2016|
|Fund Size||₹13 Cr|
|ICICI Bank Ltd.||Financial||Equity||7.9%|
|HDFC Bank Ltd.||Financial||Equity||7.4%|
|Reliance Industries Ltd.||Energy||Equity||7.3%|
|Housing Development Finance Corpn. Ltd.||Financial||Equity||4.8%|
|Larsen & Toubro Ltd.||Construction||Equity||3.5%|
|State Bank of India||Financial||Equity||3.5%|
|Varun Beverages Ltd.||FMCG||Equity||3.3%|
|Axis Bank Ltd.||Financial||Equity||3.2%|
|Ultratech Cement Ltd.||Construction||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 ₹13 Cr and the Latest NAV as of 17 Jun 2021 is ₹21.43.
The Sundaram Long Term Tax Advantage Fund Series II Direct Growth is rated Very 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.