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  • Sundaram Mutual Fund
  • Sundaram Long Term Tax Advantage Fund Series VI (Growth)
Sundaram Mutual Fund

Sundaram Long Term Tax Advantage Fund Series VI (Growth)

EquityTax Saving

NAV ()

NA
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Scripbox Recommended Tax Saving Fund
Save tax combined with inflation beating long term growth. Invest in Scripbox Recommended Tax Saver Funds to unlock the best of both worlds - tax saving and long term wealth creation.?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

NAV ()

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
NA
6 Month CAGR
NA

Scheme Information

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

Expense Ratio
1.39
Launched (6y ago)
Dec 25, 2018
AUM in Crores
ISIN
INF903JA1FZ9
Lock-in
No Lock-in
Benchmark
S&P BSE 500 India INR
SIP Minimum
0
Lumpsum Min.
500
Standard Deviation (3yr)
0
Standard Deviation (5yr)
0
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Rohit Seksaria

Fund Manager

S Krishnakumar

Fund Manager

Dwijendra Srivastava

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Sundaram Long Term Tax Advantage Fund Series VI (Growth)70%NaN NaN%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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.

Asset allocation and Holdings

Last updated on

Top Stock Holdings

See all holdings

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 17,313 cr

₹ 14,075 cr

₹ 21,475 cr

₹ 41,281 cr

₹ 60,559 cr

amc-img

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 72,537 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 166 equity,239 debt and 45 hybrid funds.amc-img
phone-img044-28583362
Fund NameScripbox Opinion
Till Date CAGR

13%

8.8%

23.5%

20.5%

5.1%

4.8%

22.4%

13%

20.7%

%

Sundaram Long Term Tax Advantage Fund Series VI (G) Review

Sundaram Long Term Tax Advantage Fund Series VI (G) is a Tax Saving Equity fund and has delivered an annualised return of null% over a period of 5 years. The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Dwijendra Srivastava, Rohit Seksaria, S Krishnakumar.

Nav of Sundaram Long Term Tax Advantage Fund Series VI (G) as of 1/1/1970 is ₹undefined with the total AUM as of 4/23/2024 is ₹null. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Long Term Tax Advantage Fund Series VI (G) was launched on Dec 25, 2018. The category risk of the fund is Very High Risk.

The minimum SIP amount for Sundaram Long Term Tax Advantage Fund Series VI (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 ₹500. Check your estimated returns on mutual funds by using sip calculator.

Sundaram Long Term Tax Advantage Fund Series VI (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 INR.

Sundaram Long Term Tax Advantage Fund Series VI (G) is rated as a 0 fund in Equity and delivered null% 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 VI (G).

Frequently Asked Questions

What is Sundaram Long Term Tax Advantage Fund Series VI (G)?

Sundaram Long Term Tax Advantage Fund Series VI (G) is a Tax Saving Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Sundaram Long Term Tax Advantage Fund Series VI (G)?

You can invest in Sundaram Long Term Tax Advantage Fund Series VI (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 VI (G)?

The minimum sip amount for Sundaram Long Term Tax Advantage Fund Series VI (G) is ₹0. You can invest in multiples of ₹500.

Is Sundaram Long Term Tax Advantage Fund Series VI (G) good to invest in?

As per Scripbox experts, Sundaram Long Term Tax Advantage Fund Series VI (G) is a Not Reviewed Yet fund. You can investSundaram Long Term Tax Advantage Fund Series VI (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 VI (G)?

The expense ratio of the Sundaram Long Term Tax Advantage Fund Series VI (G) is 1.39% for regular plan.