Sundaram Long Term Tax Advantage Series I Growth Direct Plan
SIP amount
Temporarily restricted by fund house
Lumpsum amount
Temporarily restricted by fund house

Sundaram Long Term Tax Advantage Series I Growth Direct Plan

NAV
₹31.7125
+0.01%
(26 Mar)
AUM
19 Cr
Risk
High Risk
Insights
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Compare with other fund
1Y
+11.3%
+9.3%
+8.1%
+7.8%
+4.9%
+1.7%
3Y
+21.1%
+22.7%
+13.7%
+23.3%
+20.1%
+12.5%
5Y
+31.6%
+30.7%
+25.7%
+33.0%
+27.8%
+26.0%
ALL
+15.3%
+17.5%
+12.2%
+16.5%
+17.8%
+14.1%
VOL
16.4%
17.5%
16.5%
15.5%
18.2%
-
TER
1.1%
0.7%
NA
1.1%
0.6%
-
AUM
₹14,671 Cr
₹3,405 Cr
₹19 Cr
₹25,724 Cr
₹343 Cr
-
INFO
0.93
1.00
0.74
1.06
0.98
-
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Sundaram Long Term Tax Advantage Series I (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 28th Feb
Top holdings
Treps
99.7%
Cash And Other Net Current Assets
0.3%
Container Corporation of India Ltd
NA
UltraTech Cement Ltd
NA
Larsen & Toubro Ltd
NA
Axis Bank Ltd
NA
Coromandel International Ltd
NA
Tata Motors Ltd
NA
Jindal Steel & Power Ltd
NA
SBI Life Insurance Co Ltd
NA
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
-
Lock-in period
3Y
Exit load
No exit load
Fund 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.
Fund manager(s)
Sudhir Kedia
Rohit Seksaria

FAQs