Risk | Moderately High |
---|---|
Min SIP Amount | Not Supported |
Expense Ratio | 1.38% |
NAV | ₹16.82 (25 Jan 2021) |
---|---|
Fund Started | 21 Mar 2016 |
Fund Size | ₹13 Cr |
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% |
Sundaram Long Term Tax Advantage Fund Series II Regular Dividend 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 Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹13 Cr and the Latest NAV as of 25 Jan 2021 is ₹16.82.
The Sundaram Long Term Tax Advantage Fund Series II Regular Dividend is rated Moderately 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.