Sundaram Long Term Tax Advantage Fund Series II Regular Growth+0.66%

5.60%
1 Year Return
Equity
Tax Planning
6M
1Y
3Y
All

Fund Details

Sundaram Long Term Tax Advantage Fund Series II Regular Growth

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio1.38%
NAV15.02 (28 Oct 2020)
Fund Started21 Mar 2016
Fund Size11 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Sundaram Long Term Tax Advantage Fund Series II Regular Growth
5.6%
2.3%
NA
9.5%
Category Average
4.9%
-1.5%
10.3%
-
Rank within category
9
5
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    Estimated Value
    as per Historical Returns
    0
    with 5.6% annual returns

    Comparison

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

    Top Holdings

    NameSectorInstrument% Assets
    Reliance Industries Ltd.EnergyEquity9.4%
    HDFC Bank Ltd.FinancialEquity6.1%
    Infosys Ltd.TechnologyEquity5.5%
    ICICI Bank Ltd.FinancialEquity5.2%
    Tata Consumer Products Ltd.FMCGEquity5.0%
    Navin Fluorine International Ltd.ChemicalsEquity4.0%
    Housing Development Finance Corpn. Ltd.FinancialEquity3.9%
    HCL Technologies Ltd.TechnologyEquity3.4%
    Varun Beverages Ltd.FMCGEquity3.2%
    Bharti Airtel Ltd.CommunicationEquity3.2%
    See All

    Fund Managers

    addS Bharath
    Education
    Mr. Bharath is a B Com (H), MBA and ICWA.
    Experience
    Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
    Funds Managed

    Sundaram Long Term Tax Advantage Fund Series II Regular Growth Details

    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 21 Mar 2016. 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 ₹11 Cr and the Latest NAV as of 28 Oct 2020 is ₹15.02.

    The Sundaram Long Term Tax Advantage Fund Series II Regular Growth 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

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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
    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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