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Sundaram Long Term Tax Advantage Fund Series II Direct Growth
+14.37%
3Y annualised
+0.01% 1D
NAV: 20 Mar '26
₹36.31
Min. for SIP
Not Supported
Fund size
₹13.09 Cr
Expense ratio
1.16%
Holdings (30)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| ICICI Bank Ltd. | Financial | Equity | 9.20% |
| HDFC Bank Ltd. | Financial | Equity | 8.55% |
| State Bank of India | Financial | Equity | 8.32% |
| Reliance Industries Ltd. | Energy | Equity | 7.43% |
| Bharti Airtel Ltd. | Communication | Equity | 6.17% |
| Larsen & Toubro Ltd. | Construction | Equity | 5.79% |
| Infosys Ltd. | Technology | Equity | 4.96% |
| Ultratech Cement Ltd. | Construction | Equity | 4.11% |
| Axis Bank Ltd. | Financial | Equity | 3.83% |
| Jindal Steel Ltd. | Metals & Mining | Equity | 3.40% |
| Hindustan Petroleum Corporation Ltd. | Energy | Equity | 3.06% |
| Titan Company Ltd. | Consumer Discretionary | Equity | 2.98% |
| Coromandel International Ltd. | Chemicals | Equity | 2.78% |
| Bank Of Baroda | Financial | Equity | 2.34% |
| Bharat Petroleum Corporation Ltd. | Energy | Equity | 2.21% |
| Schaeffler India Ltd. | Capital Goods | Equity | 1.95% |
| Tata Motors Ltd. | Automobile | Equity | 1.89% |
| SBI Life Insurance Company Ltd. | Insurance | Equity | 1.82% |
| ITC Ltd. | Consumer Staples | Equity | 1.75% |
| HCL Technologies Ltd. | Technology | Equity | 1.65% |
| Tata Motors Passenger Vehicles Ltd. | Automobile | Equity | 1.43% |
| Tata Consumer Products Ltd. | Consumer Staples | Equity | 1.41% |
| Tata Consultancy Services Ltd. | Technology | Equity | 1.24% |
| Cipla Ltd. | Healthcare | Equity | 1.17% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 1.16% |
| Hindustan Unilever Ltd. | Consumer Staples | Equity | 0.92% |
| Birla Corporation Ltd. | Construction | Equity | 0.91% |
| Indusind Bank Ltd. | Financial | Equity | 0.72% |
| Container Corporation Of India Ltd. | Services | Equity | 0.71% |
| Wipro Ltd. | Technology | Equity | 0.48% |
See All
Minimum investments
Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported
Returns and rankings
Annualised returns
Absolute returns
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | +6.6% | +14.4% | +13.2% | +13.8% |
| Category average (Equity ELSS) | +2.2% | +18.5% | +21.7% | -- |
| Rank (Equity ELSS) | 3 | 14 | 14 | -- |
Exit load, stamp duty and tax
Exit load
Nil
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
SBI ELSS Tax Saver Fund Direct Growth | +0.89% | +21.55% | 32,171.48 | |
WhiteOak Capital ELSS Tax Saver Fund Direct Growth | +0.86% | +20.30% | 438.21 | |
HDFC ELSS Tax Saver Fund Direct Plan Growth | +1.35% | +18.77% | 16,618.14 | |
Quantum ELSS Tax Saver Fund Direct Growth | -2.35% | +15.42% | 217.51 | |
Parag Parikh ELSS Tax Saver Fund Direct Growth | -1.73% | +14.92% | 5,720.71 | |
| Compare | ||||
Fund management
DSDwijendra SrivastavaNov 2015 - PresentView details
DS
Dwijendra Srivastava
Nov 2015 - Present
View details
RSRohit SeksariaJan 2022 - PresentView details
RS
Rohit Seksaria
Jan 2022 - Present
View details
About Sundaram Long Term Tax Advantage Fund Series II Direct Growth
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 26 Feb 1996. Dwijendra Srivastava 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 ₹76,017 Cr and the Latest NAV as of 20 Mar 2026 is ₹36.31.
The Sundaram Long Term Tax Advantage Fund Series II Direct Growth is rated Very High risk.
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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.
Fund benchmarkBSE 500 Total Return Index
Fund house
Rank (total assets)#17 in India
Total AUM₹76,017.50 Cr
Date of Incorporation26 Feb 1996
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,