How much expense ratio is charged by Sundaram Long Term Tax Advantage Fund Series II Regular Growth?

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 07 Dec 2023...

What is the PE and PB ratio of Sundaram Long Term Tax Advantage Fund Series II Regular Growth?

The PE ratio ratio of Sundaram Long Term Tax Advantage Fund Series II Regular Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

Sundaram Long Term Tax Advantage Fund Series II Regular Growth - NAV, Mutual Fund Performance & Portfolio

<img alt="Sundaram Long Term Tax Advantage Fund Series II Regular Growth" srcSet="https://assets-netstorage.groww.in/mf-assets/logos/sundaram_groww.png 1x, https://assets-netstorage.groww.in/mf-assets/logos/sundaram_groww.png 2x" src="https://assets-netstorage.groww.in/mf-assets/logos/sundaram_groww.png" decoding="async" data-nimg="intrinsic" style="position:absolute;top:0;left:0;bottom:0;right:0;box-sizing:border-box;padding:0;border:none;margin:auto;display:block;width:0;height:0;min-width:100%;max-width:100%;min-height:100%;max-height:100%" class="companyLogo_companyImage__bT0On absolute-center mfh239Logo" loading="lazy"/>
Sundaram Long Term Tax Advantage Fund Series II Regular Growth
Equity
ELSS
Very High Risk
3Y Lock In
20.01%
3Y annualised
+0.40% 1D
1M
6M
1Y
3Y
5Y
All
 NAV: 06 Dec 2023₹29.40
Min. SIP amountNot Supported
RatingNA
Fund size₹11.12Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Equity ELSS
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns14.0%20.0%16.4%15.0%
Category average23.8%28.4%20.8%NA
Rank with in category181717NA
Understand terms
Holdings (33)NameSectorInstrumentAssets
ICICI Bank Ltd.
FinancialEquity9.3%
HDFC Bank Ltd.
FinancialEquity9.2%
Reliance Industries Ltd.
EnergyEquity7.2%
Infosys Ltd.
TechnologyEquity7.1%
State Bank of India
FinancialEquity6.4%
Larsen & Toubro Ltd.
ConstructionEquity5.3%
Bharti Airtel Ltd.
CommunicationEquity3.8%
Tata Motors Ltd.
AutomobileEquity3.7%
Ultratech Cement Ltd.
ConstructionEquity3.4%
Axis Bank Ltd.
FinancialEquity3.4%
See All
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
03 Dec 2023 - Present
1.38%
02 Dec 2023 - 03 Dec 2023
1.38%
01 Dec 2023 - 02 Dec 2023
1.38%
30 Nov 2023 - 01 Dec 2023
1.38%
29 Nov 2023 - 30 Nov 2023
1.38%
28 Nov 2023 - 29 Nov 2023
1.38%
27 Nov 2023 - 28 Nov 2023
1.38%
26 Nov 2023 - 27 Nov 2023
1.38%
25 Nov 2023 - 26 Nov 2023
1.38%
24 Nov 2023 - 25 Nov 2023
1.38%
23 Nov 2023 - 24 Nov 2023
1.38%
22 Nov 2023 - 23 Nov 2023
1.38%
21 Nov 2023 - 22 Nov 2023
1.38%
20 Nov 2023 - 21 Nov 2023
1.38%
19 Nov 2023 - 20 Nov 2023
1.38%
18 Nov 2023 - 19 Nov 2023
1.38%
17 Nov 2023 - 18 Nov 2023
1.38%
16 Nov 2023 - 17 Nov 2023
1.38%
15 Nov 2023 - 16 Nov 2023
1.25%
14 Nov 2023 - 15 Nov 2023
1.25%
13 Nov 2023 - 14 Nov 2023
1.25%
12 Nov 2023 - 13 Nov 2023
1.25%
11 Nov 2023 - 12 Nov 2023
1.25%
10 Nov 2023 - 11 Nov 2023
1.25%
09 Nov 2023 - 10 Nov 2023
1.25%
08 Nov 2023 - 09 Nov 2023
1.25%
07 Nov 2023 - 08 Nov 2023
1.25%
06 Nov 2023 - 07 Nov 2023
1.25%
05 Nov 2023 - 06 Nov 2023
1.25%
04 Nov 2023 - 05 Nov 2023
1.25%
03 Nov 2023 - 04 Nov 2023
1.25%
02 Nov 2023 - 03 Nov 2023
1.25%
01 Nov 2023 - 02 Nov 2023
1.25%
31 Oct 2023 - 01 Nov 2023
1.38%
30 Oct 2023 - 31 Oct 2023
1.38%
29 Oct 2023 - 30 Oct 2023
1.38%
28 Oct 2023 - 29 Oct 2023
1.38%
27 Oct 2023 - 28 Oct 2023
1.38%
26 Oct 2023 - 27 Oct 2023
1.38%
25 Oct 2023 - 26 Oct 2023
1.38%
24 Oct 2023 - 25 Oct 2023
1.38%
23 Oct 2023 - 24 Oct 2023
1.38%
22 Oct 2023 - 23 Oct 2023
1.38%
21 Oct 2023 - 22 Oct 2023
1.38%
20 Oct 2023 - 21 Oct 2023
1.38%
19 Oct 2023 - 20 Oct 2023
1.38%
18 Oct 2023 - 19 Oct 2023
1.38%
17 Oct 2023 - 18 Oct 2023
1.38%
16 Oct 2023 - 17 Oct 2023
1.38%
15 Oct 2023 - 16 Oct 2023
1.38%
14 Oct 2023 - 15 Oct 2023
1.38%
13 Oct 2023 - 14 Oct 2023
1.38%
12 Oct 2023 - 13 Oct 2023
1.38%
11 Oct 2023 - 12 Oct 2023
1.38%
10 Oct 2023 - 11 Oct 2023
1.38%
09 Oct 2023 - 10 Oct 2023
1.38%
08 Oct 2023 - 09 Oct 2023
1.38%
07 Oct 2023 - 08 Oct 2023
1.38%
06 Oct 2023 - 07 Oct 2023
1.38%
05 Oct 2023 - 06 Oct 2023
1.38%
04 Oct 2023 - 05 Oct 2023
1.38%
03 Oct 2023 - 04 Oct 2023
1.38%
02 Oct 2023 - 03 Oct 2023
1.38%
01 Oct 2023 - 02 Oct 2023
1.38%
30 Sep 2023 - 01 Oct 2023
1.38%
29 Sep 2023 - 30 Sep 2023
1.38%
28 Sep 2023 - 29 Sep 2023
1.38%
27 Sep 2023 - 28 Sep 2023
1.38%
26 Sep 2023 - 27 Sep 2023
1.38%
25 Sep 2023 - 26 Sep 2023
1.38%
24 Sep 2023 - 25 Sep 2023
1.38%
23 Sep 2023 - 24 Sep 2023
1.38%
22 Sep 2023 - 23 Sep 2023
1.38%
21 Sep 2023 - 22 Sep 2023
1.38%
20 Sep 2023 - 21 Sep 2023
1.38%
19 Sep 2023 - 20 Sep 2023
1.38%
18 Sep 2023 - 19 Sep 2023
1.38%
17 Sep 2023 - 18 Sep 2023
1.38%
16 Sep 2023 - 17 Sep 2023
1.38%
15 Sep 2023 - 16 Sep 2023
1.38%
14 Sep 2023 - 15 Sep 2023
1.38%
13 Sep 2023 - 14 Sep 2023
1.38%
12 Sep 2023 - 13 Sep 2023
1.38%
11 Sep 2023 - 12 Sep 2023
1.38%
10 Sep 2023 - 11 Sep 2023
1.38%
09 Sep 2023 - 10 Sep 2023
1.38%
08 Sep 2023 - 09 Sep 2023
1.38%
07 Sep 2023 - 08 Sep 2023
1.38%
06 Sep 2023 - 07 Sep 2023
1.38%
05 Sep 2023 - 06 Sep 2023
1.38%
04 Sep 2023 - 05 Sep 2023
1.38%
03 Sep 2023 - 04 Sep 2023
1.38%
02 Sep 2023 - 03 Sep 2023
1.38%
01 Sep 2023 - 02 Sep 2023
1.38%
31 Aug 2023 - 01 Sep 2023
1.38%
31 Jul 2023 - 31 Aug 2023
1.38%
30 Jun 2023 - 31 Jul 2023
1.38%
31 May 2023 - 30 Jun 2023
1.38%
30 Apr 2023 - 31 May 2023
1.38%
31 Mar 2023 - 30 Apr 2023
1.38%
28 Feb 2023 - 31 Mar 2023
1.38%
31 Jan 2023 - 28 Feb 2023
1.38%
31 Dec 2022 - 31 Jan 2023
1.38%
31 Dec 2022 - 31 Dec 2022
1.38%
31 Dec 2022 - 31 Dec 2022
1.38%
30 Nov 2022 - 31 Dec 2022
1.25%
30 Nov 2022 - 30 Nov 2022
1.25%
30 Nov 2022 - 30 Nov 2022
1.25%
31 Oct 2022 - 30 Nov 2022
1.38%
31 Oct 2022 - 31 Oct 2022
1.38%
31 Oct 2022 - 31 Oct 2022
1.38%
30 Sep 2022 - 31 Oct 2022
1.38%
30 Sep 2022 - 30 Sep 2022
1.38%
30 Sep 2022 - 30 Sep 2022
1.38%
31 Aug 2022 - 30 Sep 2022
1.38%
31 Aug 2022 - 31 Aug 2022
1.38%
31 Jul 2022 - 31 Aug 2022
1.38%
31 Jul 2022 - 31 Jul 2022
1.38%
30 Jun 2022 - 31 Jul 2022
1.38%
30 Jun 2022 - 30 Jun 2022
1.38%
31 May 2022 - 30 Jun 2022
1.38%
31 May 2022 - 31 May 2022
1.38%
30 Apr 2022 - 31 May 2022
1.38%
30 Apr 2022 - 30 Apr 2022
1.38%
31 Mar 2022 - 30 Apr 2022
1.38%
31 Mar 2022 - 31 Mar 2022
1.38%
28 Feb 2022 - 31 Mar 2022
1.38%
28 Feb 2022 - 28 Feb 2022
1.38%
31 Jan 2022 - 28 Feb 2022
1.38%
31 Jan 2022 - 31 Jan 2022
1.38%
31 Dec 2021 - 31 Jan 2022
1.38%
30 Nov 2021 - 31 Dec 2021
1.38%
31 Oct 2021 - 30 Nov 2021
1.38%
30 Sep 2021 - 31 Oct 2021
1.38%
31 Aug 2021 - 30 Sep 2021
1.38%
31 Jul 2021 - 31 Aug 2021
1.38%
30 Jun 2021 - 31 Jul 2021
1.38%
31 May 2021 - 30 Jun 2021
1.38%
30 Apr 2021 - 31 May 2021
1.38%
31 Mar 2021 - 30 Apr 2021
1.38%
28 Feb 2021 - 31 Mar 2021
1.38%
31 Jan 2021 - 28 Feb 2021
1.38%
31 Dec 2020 - 31 Jan 2021
1.38%
30 Nov 2020 - 31 Dec 2020
1.38%
31 Oct 2020 - 30 Nov 2020
1.38%
30 Sep 2020 - 31 Oct 2020
1.37%
31 Aug 2020 - 30 Sep 2020
1.38%
31 Jul 2020 - 31 Aug 2020
1.38%
30 Jun 2020 - 31 Jul 2020
1.38%
31 May 2020 - 30 Jun 2020
1.38%
30 Apr 2020 - 31 May 2020
1.38%
31 Mar 2020 - 30 Apr 2020
1.37%
29 Feb 2020 - 31 Mar 2020
1.36%
31 Jan 2020 - 29 Feb 2020
1.36%
31 Dec 2019 - 31 Jan 2020
1.25%
30 Nov 2019 - 31 Dec 2019
1.40%
31 Oct 2019 - 30 Nov 2019
1.40%
30 Sep 2019 - 31 Oct 2019
1.40%
31 Aug 2019 - 30 Sep 2019
1.40%
31 Jul 2019 - 31 Aug 2019
1.40%
30 Jun 2019 - 31 Jul 2019
1.43%
31 May 2019 - 30 Jun 2019
1.43%
30 Apr 2019 - 31 May 2019
1.43%
31 Mar 2019 - 30 Apr 2019
2.80%
28 Feb 2019 - 31 Mar 2019
2.52%
31 Jan 2019 - 28 Feb 2019
2.80%
31 Dec 2018 - 31 Jan 2019
2.78%
30 Nov 2018 - 31 Dec 2018
2.78%
31 Oct 2018 - 30 Nov 2018
2.79%
30 Sep 2018 - 31 Oct 2018
2.79%
31 Aug 2018 - 30 Sep 2018
2.79%
31 Jul 2018 - 31 Aug 2018
2.79%
30 Jun 2018 - 31 Jul 2018
2.79%
31 May 2018 - 30 Jun 2018
2.79%
30 Apr 2018 - 31 May 2018
2.79%
31 Mar 2018 - 30 Apr 2018
2.78%
28 Feb 2018 - 31 Mar 2018
2.79%
31 Jan 2018 - 28 Feb 2018
2.79%
31 Dec 2017 - 31 Jan 2018
2.79%
30 Nov 2017 - 31 Dec 2017
2.79%
31 Oct 2017 - 30 Nov 2017
2.79%
Expense ratio, exit load and taxExpense ratio: 1.38%Inclusive of GST
Exit loadNil
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns 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. 
Understand terms
Check past data
Minimum investment amountsMin. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported
Fund managementDwijendra Srivastava
Nov 2015 - Present
View details
Education
Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.
Experience
Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
Also manages these schemes
Sundaram Diversified Equity Fund Direct Growth
Sundaram Financial Services Opportunities Fund Direct Growth
Sundaram Corporate Bond Fund Direct Growth
Sundaram Banking & PSU Debt Fund Direct Growth
Sundaram Debt Oriented Hybrid Fund Direct Plan Growth
Sundaram Short Term Debt Fund Direct Plan Growth
Sundaram Medium Term Bond Fund Direct Growth
Sundaram Low Duration Fund(Ex) Direct Growth
Sundaram Money Direct Growth
Sundaram Infrastructure Advantage Fund Direct Growth
Sundaram Long Term Tax Advantage Fund Series I Direct Growth
Sundaram Select Micro Cap Series VIII Direct Growth
Sundaram Long Term Tax Advantage Fund Series II Direct Growth
Sundaram Select Micro Cap Series X Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series III Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Growth
Sundaram Select Micro Cap Series XI Direct Growth
Sundaram Select Micro Cap Series XII Direct Growth
Sundaram Value Fund Series VII Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct Growth
Sundaram Select Micro Cap Series XIV Direct Growth
Sundaram Value Fund Series VIII Direct Growth
Sundaram Select Micro Cap Series XV Direct Growth
Sundaram Select Small Cap Series V Direct Growth
Sundaram Select Small Cap Series VI Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct Growth
Sundaram Select Micro Cap Series XVI Direct Growth
Sundaram Select Micro Cap Series XVII Direct Growth
Sundaram Value Fund Series IX Direct Growth
Sundaram Value Fund Series X Direct Growth
Sundaram Long Term Tax Advantage Fund Series III Direct Growth
Sundaram Emerging Small Cap Series 1 Direct Growth
Sundaram Emerging Small Cap Series II Direct Growth
Sundaram Long Term Tax Advantage Fund Series IV Direct Growth
Sundaram Emerging Small Cap Series III Direct Growth
Sundaram Emerging Small Cap Series IV Direct Growth
Sundaram Multi Cap Fund Series I Direct Growth
Sundaram Multi Cap Fund Series II Direct Growth
Sundaram Emerging Small Cap Series V Direct Growth
Sundaram Emerging Small Cap Series VI Direct Growth
Sundaram Services Fund Direct Growth
Sundaram Emerging Small Cap Series VII Direct Growth
Sundaram Money Market Fund Direct Growth
Sundaram Equity Savings Fund(Ex) Direct Growth
Sundaram Overnight Fund Direct Growth
Sundaram Equity Fund Direct Growth
Sundaram Arbitrage Fund(Ex) Direct Growth
Sundaram Balanced Advantage Fund(Ex) Direct Growth
Sundaram Large Cap Fund Direct Growth
Sundaram Low Duration Fund Direct Growth
Sundaram Ultra Short Duration Fund Direct Growth
Sundaram Arbitrage Fund Direct Growth
Sundaram Short Duration Fund Direct Growth
Sundaram Aggressive Hybrid Fund Direct Growth
Sundaram Liquid Direct Growth
Sundaram Equity Savings Fund Direct Growth
Sundaram Balanced Advantage Fund Direct Growth
Sundaram Flexi Cap Fund Direct Growth
Sudhir Kedia
Jan 2022 - Present
View details
Education
Mr. Kedia is CA, CMA and MBA.
Experience
Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, Mirae Asset Mutual Fund and ASK investment.
Also manages these schemes
Principal Equity Savings Fund - Direct - Growth
Principal Personal Tax Saver Fund Direct
Sundaram Diversified Equity Fund Direct Growth
Sundaram Small Cap Fund Direct Growth
Sundaram Long Term Tax Advantage Fund Series I Direct Growth
Mirae Asset Hybrid Equity Fund Direct Growth
Sundaram Long Term Tax Advantage Fund Series II Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series III Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct Growth
Sundaram Select Micro Cap Series XIV Direct Growth
Sundaram Select Micro Cap Series XV Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct Growth
Sundaram Select Micro Cap Series XVI Direct Growth
Sundaram Select Micro Cap Series XVII Direct Growth
Sundaram Long Term Tax Advantage Fund Series III Direct Growth
Sundaram Emerging Small Cap Series 1 Direct Growth
Sundaram Emerging Small Cap Series II Direct Growth
Sundaram Long Term Tax Advantage Fund Series IV Direct Growth
Sundaram Emerging Small Cap Series III Direct Growth
Sundaram Emerging Small Cap Series IV Direct Growth
Sundaram Multi Cap Fund Series I Direct Growth
Sundaram Multi Cap Fund Series II Direct Growth
Sundaram Emerging Small Cap Series V Direct Growth
Sundaram Emerging Small Cap Series VI Direct Growth
Sundaram Emerging Small Cap Series VII Direct Growth
Mirae Asset Equity Savings Fund Direct Growth
Principal Midcap Fund Direct Growth
Sundaram Large Cap Fund Direct Growth
Principal Large Cap Fund Direct Growth
Sundaram Focused Fund Direct Growth
Sundaram Multi Cap Fund Direct Growth
Sundaram Flexi Cap Fund Direct Growth
Rohit Seksaria
Jan 2022 - Present
View details
Education
Mr. Seksaria is CS, CA & has done MBA from IIM Ahmedabad
Experience
Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.
Also manages these schemes
Sundaram Diversified Equity Fund Direct Growth
Sundaram Small Cap Fund Direct Growth
Sundaram Consumption Fund Direct Growth
Sundaram Financial Services Opportunities Fund Direct Growth
Sundaram Global Brand Direct Growth
Sundaram Debt Oriented Hybrid Fund Direct Plan Growth
Sundaram Select Micro Cap Series I Direct Growth
Sundaram Select Micro Cap Series II Direct Growth
Sundaram Select Micro Cap Series III Direct Growth
Sundaram Infrastructure Advantage Fund Direct Growth
Sundaram World Brand Fund Series III Direct Growth
Sundaram Long Term Tax Advantage Fund Series I Direct Growth
Sundaram Select Micro Cap Series VIII Direct Growth
Sundaram Long Term Tax Advantage Fund Series II Direct Growth
Sundaram Select Micro Cap Series X Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series III Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Growth
Sundaram Select Micro Cap Series XI Direct Growth
Sundaram Smart NIFTY 100 Equal Weight Fund Direct Growth
Sundaram Select Micro Cap Series XII Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct Growth
Sundaram Select Micro Cap Series XIV Direct Growth
Sundaram Select Micro Cap Series XV Direct Growth
Sundaram Select Small Cap Series V Direct Growth
Sundaram Select Small Cap Series VI Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct Growth
Sundaram Select Micro Cap Series XVI Direct Growth
Sundaram Select Micro Cap Series XVII Direct Growth
Sundaram Long Term Tax Advantage Fund Series III Direct Growth
Sundaram Emerging Small Cap Series 1 Direct Growth
Sundaram Emerging Small Cap Series II Direct Growth
Sundaram Long Term Tax Advantage Fund Series IV Direct Growth
Sundaram Emerging Small Cap Series III Direct Growth
Sundaram Emerging Small Cap Series IV Direct Growth
Sundaram Multi Cap Fund Series I Direct Growth
Sundaram Multi Cap Fund Series II Direct Growth
Sundaram Emerging Small Cap Series V Direct Growth
Sundaram Emerging Small Cap Series VI Direct Growth
Sundaram Services Fund Direct Growth
Sundaram Emerging Small Cap Series VII Direct Growth
Sundaram Equity Savings Fund(Ex) Direct Growth
Sundaram Arbitrage Fund(Ex) Direct Growth
Sundaram Large Cap Fund Direct Growth
Sundaram Nifty 100 Equal Weight Fund Direct Growth
Sundaram Arbitrage Fund Direct Growth
Sundaram ELSS Tax Saver Fund Direct
Sundaram Multi Cap Fund Direct Growth
Sundaram Equity Savings Fund Direct Growth
Sundaram Flexi Cap Fund Direct Growth
Fund house & investment objective
Sundaram Mutual Fund
Rank (total assets)#17 in India
Total AUM₹48,877.10Cr
Date of Incorporation26 Feb 1996
 Sundaram Long Term Tax Advantage Fund Series II Regular Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. S Bharath is the Current Fund Manager of Sundaram Long Term Tax Advantage Fund Series II Regular Growth fund. The fund currently has an Asset Under Management(AUM) of ₹48,877 Cr and the Latest NAV as of 06 Dec 2023 is ₹29.40.
The Sundaram Long Term Tax Advantage Fund Series II Regular Growth is rated Very High risk.
;
Investment ObjectiveThe 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.
;
Fund benchmarkS&P BSE 500 Total Return Index
Scheme Information Document(SID)
Fund house contact details
Address
Sundaram Towers No. 46,,1st& 2nd Floor,Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NA
Website
www.sundarammutual.com
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,
Email
[email protected]
Website
www.karvymfs.com
Compare funds
Sundaram Long Term Tax Advantage Fund Series II Regular Growth
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Add mutual fund to compare

	1Y	3Y	5Y	All
Fund returns	14.0%	20.0%	16.4%	15.0%
Category average	23.8%	28.4%	20.8%	NA
Rank with in category	18	17	17	NA

Name	Sector	Instrument	Assets
ICICI Bank Ltd.	Financial	Equity	9.3%
HDFC Bank Ltd.	Financial	Equity	9.2%
Reliance Industries Ltd.	Energy	Equity	7.2%
Infosys Ltd.	Technology	Equity	7.1%
State Bank of India	Financial	Equity	6.4%
Larsen & Toubro Ltd.	Construction	Equity	5.3%
Bharti Airtel Ltd.	Communication	Equity	3.8%
Tata Motors Ltd.	Automobile	Equity	3.7%
Ultratech Cement Ltd.	Construction	Equity	3.4%
Axis Bank Ltd.	Financial	Equity	3.4%

Rank (total assets)	#17 in India
Total AUM	₹48,877.10Cr

Date of Incorporation	26 Feb 1996

Fund benchmark	S&P BSE 500 Total Return Index

Vaishnavi Tech Park, 3rd & 4th Floor
Sarjapur Main Road, Bellandur
Bengaluru – 560103
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Min. for 1st investment	Not Supported
Min. for 2nd investment onwards	Not Supported

Rating	NA
Fund size	₹11.12Cr

Sundaram Long Term Tax Advantage Fund Series II Regular Growth

Return calculator

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Holdings (33)

Understand terms

Expense ratio

Tax

Exit load

Stamp duty

Past expense ratio & exit load

Expense ratio, exit load and tax

Expense ratio: 1.38%

Exit load

Stamp duty

Tax implication

Minimum investment amounts

Fund management

Dwijendra SrivastavaNov 2015 - PresentView details

Sudhir KediaJan 2022 - PresentView details

Rohit SeksariaJan 2022 - PresentView details

Fund house & investment objective

Fund house contact details

Compare funds

Dwijendra Srivastava
Nov 2015 - Present
View details

Sudhir Kedia
Jan 2022 - Present
View details

Rohit Seksaria
Jan 2022 - Present
View details