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Sundaram Long Term Tax Advantage Fund Series II Regular IDCW+0.39%

58.55%
1 Year Return
Equity
ELSS
3Y Lock inlock
6M
1Y
3Y
5Y
All

Fund Details

Sundaram Long Term Tax Advantage Fund Series II Regular IDCW

RiskVery High
Min SIP AmountNot Supported
Expense Ratio1.38%
NAV₹16.99 (22 Jun 2021)
Fund Started21 Mar 2016
Fund Size13 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 amount0
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

NameSectorInstrument% Assets
ICICI Bank Ltd.FinancialEquity7.9%
HDFC Bank Ltd.FinancialEquity7.4%
Reliance Industries Ltd.EnergyEquity7.3%
Infosys Ltd.TechnologyEquity6.5%
Housing Development Finance Corpn. Ltd.FinancialEquity4.8%
Larsen & Toubro Ltd.ConstructionEquity3.5%
State Bank of IndiaFinancialEquity3.5%
Varun Beverages Ltd.FMCGEquity3.3%
Axis Bank Ltd.FinancialEquity3.2%
Ultratech Cement Ltd.ConstructionEquity3.2%
See All

Fund Managers

S Bharath
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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
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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