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

Sundaram Long Term Tax Advantage Fund Series II (Growth)

EquityTax Saving

31.4362

NAV (Mar 27)

16.8%
5 Year CAGR
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
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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

31.4362

NAV (Mar 27)

Fund Returns

Last 1Y
32.8%
Last 3Y
18.3%
Last 5Y
16.8%
Last 10Y
NA
Since Inception
15.4%
6 Month CAGR
14.1%

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
1.25
Launched (8y ago)
Mar 21, 2016
AUM in Crores
12.491
ISIN
INF903J019V4
Lock-in
3
Benchmark
S&P BSE 500 India TR INR
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
12.4
Standard Deviation (5yr)
19.1
Beta (3yr)
0.92
Beta (5yr)
0.99
Sharpe Ratio (3yr)
1.002
Sharpe Ratio (5yr)
0.703
YTM
0
Fund Managers

Sudhir Kedia

Fund Manager

Rohit Seksaria

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Sundaram Long Term Tax Advantage Fund Series II (Growth)70%11,16,384 3,83,77216.8%
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 2024-03-27

Top Stock Holdings

icici bank ltd

9.5%
9.5%

reliance industries ltd

8.2%
8.2%

hdfc bank ltd

7.8%
7.8%

infosys ltd

7.7%
7.7%

state bank of india

7.5%
7.5%
See all holdings

Allocation by Sector

financial services

34.8%
34.8%

technology

12.8%
12.8%

energy

12.7%
12.7%

basic materials

11.9%
11.9%

consumer cyclical

8.3%
8.3%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
DSP ELSS Tax Saver Fund (G)
DSP ELSS Tax Saver Fund (G)

₹ 14,147 cr

₹ 16,756 cr

₹ 21,301 cr

₹ 12,185 cr

₹ 9,977 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

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 II (G) Review

Sundaram Long Term Tax Advantage Fund Series II (G) is a Tax Saving Equity fund and has delivered an annualised return of 15.4% over a period of 8 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 II (G) as of 3/27/2024 is ₹31.44 with the total AUM as of 3/28/2024 is ₹12.491. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Long Term Tax Advantage Fund Series II (G) was launched on Mar 21, 2016. The category risk of the fund is Very High Risk.

The minimum SIP amount for Sundaram Long Term Tax Advantage Fund Series II (G) is ₹0 and you can increase this in multiples of ₹500. 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 II (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 II (G) is rated as a 0 fund in Equity and delivered 32.8% 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 II (G).

Frequently Asked Questions

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

Sundaram Long Term Tax Advantage Fund Series II (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 II (G)?

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

The minimum sip amount for Sundaram Long Term Tax Advantage Fund Series II (G) is ₹0. You can invest in multiples of ₹5000.

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

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

The expense ratio of the Sundaram Long Term Tax Advantage Fund Series II (G) is 1.25% for regular plan.