NAV: 18 May 2022 | ₹22.04 |
Min. SIP amount | NA |
Rating | NA |
Fund size | ₹12.85Cr |
1Y | 3Y | 5Y | All | |
---|---|---|---|---|
Fund returns | 11.1% | 15.5% | 10.4% | 13.7% |
Category average | 75.7% | 16.1% | 16.6% | NA |
Rank with in category | 15 | 16 | 6 | NA |
Name | Sector | Instrument | Assets |
---|---|---|---|
Infosys Ltd. | Technology | Equity | 9.2% |
Reliance Industries Ltd. | Energy | Equity | 8.3% |
ICICI Bank Ltd. | Financial | Equity | 8.0% |
HDFC Bank Ltd. | Financial | Equity | 6.0% |
State Bank of India | Financial | Equity | 4.7% |
Housing Development Finance Corpn. Ltd. | Financial | Equity | 4.5% |
Varun Beverages Ltd. | Consumer Staples | Equity | 4.2% |
Navin Fluorine International Ltd. | Chemicals | Equity | 3.5% |
Axis Bank Ltd. | Financial | Equity | 3.4% |
Larsen & Toubro Ltd. | Construction | Equity | 3.3% |
Inclusive of GST
Nil
0.005% (from July 1st, 2020)
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Min. for 1st investment | NA |
Min. for 2nd investment onwards | NA |
Min. for SIP | NA |
You can easily invest in Sundaram Long Term Tax Advantage Fund Series II Regular Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:
The Sundaram Long Term Tax Advantage Fund Series II Regular Growth has been there from 21 Mar 2016 and the average annual returns provided by this fund is 11.12% since its inception.
The term
Expense Ratio used for Sundaram Long Term Tax Advantage Fund Series II Regular Growth or any other mutual fund is the annual
charges one needs to pay to the Mutual Fund company for managing your investments in that fund.
The Expense Ratio of Sundaram Long Term Tax Advantage Fund Series II Regular Growth is 1.38% as of 19 May 2022...
The AUM, short for Assets Under Management of Sundaram Long Term Tax Advantage Fund Series II Regular Growth is ₹12.85Cr as of 19 May 2022.
If you want to sell your Sundaram Long Term Tax Advantage Fund Series II Regular Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.
The NAV of Sundaram Long Term Tax Advantage Fund Series II Regular Growth is ₹22.04 as of 18 May 2022.