Sundaram Long Term Tax Advantage Fund Series II Direct Growth

Equity
ELSS
Very High Risk
3Y Lock In
18.01%
3Y annualised
-1.90% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 26 Sep 2022₹24.17
Min. SIP amountNot Supported
RatingNA
Fund size₹11.08Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity ELSS
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns1.0%18.0%12.5%14.5%
Category average12.5%27.0%14.2%NA
Rank with in category16156NA
Understand terms

Holdings (37)

NameSectorInstrumentAssets
ICICI Bank Ltd.FinancialEquity10.0%
Reliance Industries Ltd.EnergyEquity8.2%
Infosys Ltd.TechnologyEquity7.7%
HDFC Bank Ltd.FinancialEquity6.5%
State Bank of IndiaFinancialEquity5.9%
Housing Development Finance Corpn. Ltd.FinancialEquity4.8%
Larsen & Toubro Ltd.ConstructionEquity3.8%
Axis Bank Ltd.FinancialEquity3.6%
Tata Motors Ltd.AutomobileEquity3.2%
Ultratech Cement Ltd.ConstructionEquity3.0%
See All

Expense ratio, exit load and tax

Expense ratio: 1.20%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

Dwijendra Srivastava
Nov 2015 - Present
View details

Education
Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.
Experience
Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
Also manages these schemes

Sudhir Kedia
Jan 2022 - Present
View details

Education
Mr. Kedia is CA, CMA and MBA.
Experience
Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, Mirae Asset Mutual Fund and ASK investment.
Also manages these schemes

Rohit Seksaria
Jan 2022 - Present
View details

Education
Mr. Seksaria is CS, CA & has done MBA from IIM Ahmedabad
Experience
Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
Website
NA
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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