₹ 28.7491
NAV (Mar 27)
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 28.7491
NAV (Mar 27)
Last 1Y | 31.8% |
Last 3Y | 18.3% |
Last 5Y | 16.3% |
Last 10Y | NA |
Since Inception | 12.4% |
6 Month CAGR | 12.8% |
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.
Expense Ratio | 1.42 |
Launched (9y ago) | Mar 26, 2015 |
AUM in Crores | 19.484 |
ISIN | INF903J012A3 |
Lock-in | 3 |
Benchmark | S&P BSE 500 India TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 12.2 |
Standard Deviation (5yr) | 19.2 |
Beta (3yr) | 0.91 |
Beta (5yr) | 0.99 |
Sharpe Ratio (3yr) | 1.016 |
Sharpe Ratio (5yr) | 0.683 |
YTM | 0 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Sundaram Long Term Tax Advantage Fund Series I (Growth) | 11,01,654 | 3,69,042 | 16.3% | |
EPF | 9,00,761 | 1,68,149 | 8.50% | |
Property | 8,67,662 | 1,35,050 | 7.00% | |
PPF | 8,69,819 | 1,37,207 | 7.10% | |
Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
Gold | 8,46,471 | 1,13,859 | 6.00% | |
Savings Bank | 8,25,950 | 93,338 | 5.00% |
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 before investing. Past performance is not an indicator of future returns.
icici bank ltd
9.3%reliance industries ltd
8.4%hdfc bank ltd
7.3%infosys ltd
7.1%state bank of india
6.2%financial services
33.9%basic materials
12.4%energy
12.2%technology
11.3%consumer cyclical
7.7%Fund Name | Fund Size | Outperformance Consistency |
---|---|---|
₹ 16,756 cr | ||
₹ 21,301 cr | ||
₹ 14,147 cr | ||
₹ 12,185 cr | ||
₹ 9,977 cr |
Sundaram Asset Management Company Ltd
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
12.3% | 8.7% | ||
22% | 20.4% | ||
19.9% | 12.8% | ||
18.1% | 14.7% | ||
10.9% | 7.5% |
Sundaram Long Term Tax Advantage Fund Series I (G) is a Tax Saving Equity fund and has delivered an annualised return of 12.4% over a period of 9 years. The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Rohit Seksaria, Sudhir Kedia.
Nav of Sundaram Long Term Tax Advantage Fund Series I (G) as of 3/27/2024 is ₹28.75 with the total AUM as of 3/28/2024 is ₹19.484. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Long Term Tax Advantage Fund Series I (G) was launched on Mar 26, 2015. The category risk of the fund is Very High Risk.
The minimum SIP amount for Sundaram Long Term Tax Advantage Fund Series I (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Sundaram Long Term Tax Advantage Fund Series I (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to S&P BSE 500 India TR INR.
Sundaram Long Term Tax Advantage Fund Series I (G) is rated as a 0 fund in Equity and delivered 31.8% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram Long Term Tax Advantage Fund Series I (G).
What is Sundaram Long Term Tax Advantage Fund Series I (G)?
How to invest in Sundaram Long Term Tax Advantage Fund Series I (G)?
You can invest in Sundaram Long Term Tax Advantage Fund Series I (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Sundaram Long Term Tax Advantage Fund Series I (G)?
The minimum sip amount for Sundaram Long Term Tax Advantage Fund Series I (G) is ₹0. You can invest in multiples of ₹5000.
Is Sundaram Long Term Tax Advantage Fund Series I (G) good to invest in?
As per Scripbox experts, Sundaram Long Term Tax Advantage Fund Series I (G) is a Not Reviewed Yet fund. You can investSundaram Long Term Tax Advantage Fund Series I (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Sundaram Long Term Tax Advantage Fund Series I (G)?
The expense ratio of the Sundaram Long Term Tax Advantage Fund Series I (G) is 1.42% for regular plan.