6M
1Y
3Y
5Y
All
Fund Details
Sundaram Long Term Tax Advantage Fund Series II Regular IDCW
| Risk | Very High |
|---|---|
| Min SIP Amount | Not Supported |
| Expense Ratio | 1.38% |
| NAV | ₹16.99 (22 Jun 2021) |
|---|---|
| Fund Started | 21 Mar 2016 |
| Fund Size | ₹13 Cr |
Returns
1Y
3Y*
5Y*
Since inception*
Fund Returns
58.5%
13.4%
15.0%
-6.3%
Category Average
65.2%
6.2%
15.3%
-
Rank Within Category
20
9
6
-
*All returns are annualized.
SIP
Minimum SIP amount₹0
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
₹0
with 58.5% returns per annum
Comparison
Data not available
Pros
Found nothing so far.
Cons
Found nothing so far.
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| ICICI Bank Ltd. | Financial | Equity | 7.9% |
| HDFC Bank Ltd. | Financial | Equity | 7.4% |
| Reliance Industries Ltd. | Energy | Equity | 7.3% |
| Infosys Ltd. | Technology | Equity | 6.5% |
| 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% |
See All
Fund Managers
S Bharath
Sundaram Long Term Tax Advantage Fund Series II Regular IDCW Details
Sundaram Long Term Tax Advantage Fund Series II Regular IDCW 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 Regular IDCW fund.The fund currently has an Asset Under Management(AUM) of ₹13 Cr and the Latest NAV as of 22 Jun 2021 is ₹16.99.
The Sundaram Long Term Tax Advantage Fund Series II Regular IDCW is rated Very 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
E-mail
[email protected]Website
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,
Email
[email protected]Website
www.karvymfs.com