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Sundaram Long Term Tax Advantage Fund Series I (Growth)

Returns (3yrs)
2.11 %
Latest NAV
13.32

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  • Tenure
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Total Investment
Wealth Gained
Total Corpus Created
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Tax Saver Plan
Better than Insurance, FD

Fund Information

as on 15th of August, 06:46 AM

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. However,there is no guarantee or assurance that the investment objective of the scheme will be achieved.

Fund Managers

  • profile-pic
    S. Bharath
  • expense-ratio
    Expense Ratio
    1.38
    benchmark
    Benchmark
    S&P BSE 500 India TR INR
  • Aum image
    AUM
    ₹ 15.88 Crores
    ISIN
    ISIN
    INF903J012A3
  • Category Risk:

    Moderately High risk

Holding Information

as on 15th of August, 06:46 AM

Top Holding

Reliance Industries Ltd
9%
Tata Consumer Products Ltd
6%
Icici Bank Ltd
5%
Infosys Ltd
5%
Hdfc Bank Ltd
5%

Top Sectors

Financial Services
23%
Consumer Defensive
15%
Technology
12%
Energy
12%
Basic Materials
12%

Allocation

Equity
98%
Others
2%
Debt
0%

Investment Return Calculator

as on 15th of August, 06:46 AM
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  • Savings Bank
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  • Gold
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  • PPF
  • EPF
  • Mutual Fund(Equity)

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.

Transaction

as on 15th of August, 06:46 AM
Minimum SIP Amount
0
Minimum Lumpsum Amount
5000
Lumpsum Multiple
100
SIP Multiple
100

About the Fund

Sundaram Long Term Tax Advantage Fund Series I Regular Growth is a Tax Saving Equity fund and has delivered an annualised return of 2.11% over a period of 3 years. The fund is managed by Sundaram Asset Management Company Ltd. The fund managers names are S. Bharath. 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. However,there is no guarantee or assurance that the investment objective of the scheme will be achieved. The fund charges 1.38000%. The minimum SIP amount for this is ₹0. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000.

Disclaimer: Scripbox has taken due care and caution in compilation of the data contained in this factsheet. This data has been obtained by Scripbox from sources which it considers reliable. However, please verify the data from the mutual fund company before taking any Investment action based on this information.