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

Sundaram Long Term Tax Advantage Series II Growth Direct Plan

NAV
₹36.1301
-0.29%
(29 Aug)
AUM
13 Cr
TER
1.17%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is above its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+2.6%
-2.3%
-2.8%
-3.9%
-4.5%
-5.9%
3Y
+22.6%
+13.8%
+25.5%
+16.8%
+23.5%
+21.7%
5Y
+24.4%
+18.3%
+25.4%
+19.7%
+25.4%
+20.1%
ALL
+15.4%
+14.6%
+17.8%
+13.3%
+16.4%
+17.8%
VOL
16.3%
15.6%
17.6%
-
15.4%
18.3%
TER
1.1%
1.2%
0.6%
-
0.9%
0.5%
AUM
₹16,579 Cr
₹13 Cr
₹4,402 Cr
-
₹30,271 Cr
₹420 Cr
INFO
0.94
0.93
1.01
-
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 II (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 31st Jul
Top holdings
HDFC Bank Ltd
10.0%
ICICI Bank Ltd
9.9%
Reliance Industries Ltd
7.5%
State Bank of India
7.2%
Bharti Airtel Ltd
6.3%
Infosys Ltd
6.3%
Larsen & Toubro Ltd
4.9%
UltraTech Cement Ltd
4.0%
Coromandel International Ltd
3.4%
Axis Bank Ltd
3.0%
Top industry exposure
Financial Services
35.2%
Basic Materials
14.8%
Energy
12.3%
Technology
10.1%
Consumer Cyclical
6.7%
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)
Rohit Seksaria

FAQs