e.g. Tata motors, Reliance MF, 500570

Sundaram Long Term Tax Advantage Fund - Series II - Direct Plan - Growth

Equity Tax Planning Very High

NAV on (30 Jan 2026 )

₹38.84

(-0.30%)

Fund Size

₹13.65 Crores

1Y Returns

13.50 %

 

Earn 1% Higher Returns on Direct Funds

Invest  Top Funds

 

Investment Objective

The investment objective of the scheme is 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.

AMC

Sundaram Asset Management Company Ltd.

Fund Details

Launch Date

November 3, 2015

Fund Manager

Mr. Rohit Seksaria

Initial Price

10

AUM Fund

13.65 Cr

Min investment

Rs 500

Expense Ratio

1.16%

Exit Load

Nil

1 Month

-0.68%

6 Months

+4.24%

1 Year

+13.50%

2 Years

+11.05%

3 Years

+15.90%

5 Years

+16.65%

Equity / Mid Cap funds 1Y 3Y Fund Size (Cr)
20.35% 20.68% ₹448.25
17.15% 55.58% ₹49.5
17.15% 55.58% ₹49.5
16.79% 54.07% ₹49.5
16.79% 54.07% ₹49.5

Holdings

Sector Allocation

Banks 33.43%
Miscellaneous 13.33%
Telecommunications 6.62%
Information Technology 9.81%
Cement 4.59%
Petroleum 5.45%
Iron and Steel 2.76%
Fertilisers 2.72%
Consumer Durables 2.67%
Tobacco 2.15%
Metals - Non Ferrous 1.83%
Finance 1.74%
Engineering 1.67%
Auto 2.80%
Tea / Coffee 1.41%
Pharmaceuticals and health care 1.26%
Personal Care 0.90%
Chemicals 0.78%
Transport 0.72%
Address
Sundaram Towers, 2nd Floor, 46 Whites Road, Royapettah, Chennai (Madras) Tamil Nadu India 600014
Phone
+91 22 28569851
Fax
+91 22 28583156
Launch Date
November 3, 2015
Custodian
HDFC Bank, Standard Chartered Bank
Registrar & Transfer Agent
KFIN Technologies Pvt. Ltd.
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