Home>Mutual Funds>Sundaram Mutual Fund>Sundaram Long Term Tax Advantage Fund Series II Regular Dividend
shareSHARE

Sundaram Long Term Tax Advantage Fund Series II Regular Dividend-0.78%

14.19%
1 Year Return
Equity
Tax Planning
6M
1Y
3Y
All

Fund Details

Sundaram Long Term Tax Advantage Fund Series II Regular Dividend

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio1.38%
NAV₹16.82 (25 Jan 2021)
Fund Started21 Mar 2016
Fund Size13 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
14.2%
6.1%
-
-6.3%
Category Average
16.4%
2.2%
16.2%
-
Rank Within Category
13
5
-
-
*All returns are annualized.
SIP
Minimum SIP amount0
Amount Per Month₹5,000
Duration
1Y back
3Y back
Would have become
0
with 14.2% returns per annum

Comparison

Data not available
Pros
Found nothing so far.
Cons
Found nothing so far.

Top Holdings

NameSectorInstrument% Assets
HDFC Bank Ltd.FinancialEquity7.3%
Reliance Industries Ltd.EnergyEquity7.2%
ICICI Bank Ltd.FinancialEquity7.0%
Infosys Ltd.TechnologyEquity6.0%
Housing Development Finance Corpn. Ltd.FinancialEquity5.1%
Navin Fluorine International Ltd.ChemicalsEquity3.9%
Varun Beverages Ltd.FMCGEquity3.8%
Bharti Airtel Ltd.CommunicationEquity3.4%
HCL Technologies Ltd.TechnologyEquity3.4%
Larsen & Toubro Ltd.ConstructionEquity3.2%
See All

Fund Managers

S Bharath
keyboard_arrow_down

Sundaram Long Term Tax Advantage Fund Series II Regular Dividend Details

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.

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

Compare Funds

Sundaram Long Term Tax Advantage Fund Series II Regular Dividend
VS
search

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
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,
Similar Funds