Home>Mutual Funds>Sundaram Mutual Fund>Sundaram Long Term Tax Advantage Fund Series III Regular Growth
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Fund Details
Sundaram Long Term Tax Advantage Fund Series III Regular Growth
| Risk | Very High |
|---|---|
| Min SIP Amount | Not Supported |
| Expense Ratio | 1.43% |
| NAV | ₹12.55 (23 Jun 2021) |
|---|---|
| Fund Started | 28 Mar 2018 |
| Fund Size | ₹47 Cr |
Returns
1Y
3Y*
5Y*
Since inception*
Fund Returns
97.3%
9.5%
-
9.7%
Category Average
65.2%
6.2%
15.3%
-
Rank Within Category
3
16
-
-
*All returns are annualized.
SIP
Minimum SIP amount₹0
Amount Per Month₹5,000
Duration
1Y back
3Y back
Would have become
₹0
with 97.3% returns per annum
Comparison
Data not available
Pros
Found nothing so far.
Cons
Found nothing so far.
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Rossari Biotech Ltd. | Chemicals | Equity | 6.2% |
| Navin Fluorine International Ltd. | Chemicals | Equity | 3.5% |
| Hikal Ltd. | Healthcare | Equity | 3.4% |
| Kei Industries Ltd. | Engineering | Equity | 2.6% |
| JK Cement Ltd | Construction | Equity | 2.5% |
| Ador Welding Ltd. | Engineering | Equity | 2.5% |
| Century Plyboards (India) Ltd. | FMCG | Equity | 2.4% |
| Equitas Holdings Ltd. | Financial | Equity | 2.4% |
| Grindwell Norton Ltd. | Metals | Equity | 2.4% |
| Orient Electric Ltd. | Engineering | Equity | 2.3% |
See All
Fund Managers
S Krishnakumar
Education
Mr. Kumar is a B. Tech from National Institute of Technology Trichy, and MBA from LIBA Chennai.
Experience
Prior to joining Sundaram Mutual Fund he has worked with Anush Shares & Securities.
Funds Managed
Dwijendra Srivastava
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.
Funds Managed
Ratish Varier
Education
Mr. Varier is a B.Com. & MBA (Finance)
Experience
Prior to joining Sundaram Asset Management Company, he has worked with Mahindra Asset Management, Reliance Life Insurance Company Limited.
Funds Managed
Rohit Seksaria
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.
Funds Managed
Sundaram Long Term Tax Advantage Fund Series III Regular Growth Details
Sundaram Long Term Tax Advantage Fund Series III Regular Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 28 Mar 2018. S Krishnakumar, Dwijendra Srivastava is the Current Fund Manager of Sundaram Long Term Tax Advantage Fund Series III Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹47 Cr and the Latest NAV as of 23 Jun 2021 is ₹12.55.
The Sundaram Long Term Tax Advantage Fund Series III Regular Growth 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
E-mail
[email protected]Website
NASundaram 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
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