₹
NAV ()
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹
NAV ()
Last 1Y | NA |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | NA |
6 Month CAGR | NA |
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 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Sundaram Long Term Tax Advantage Fund Series VI (Growth) | NaN | NaN | % | |
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.
Fund Name | Fund Size | Outperformance Consistency |
---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 41,281 cr | ||
₹ 60,559 cr |
Sundaram Asset Management Company Ltd
Fund Name | Scripbox 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) 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).
What is Sundaram Long Term Tax Advantage Fund Series VI (G)?
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.