34909
18076
Sundaram LT MC Tax Advantage Fund-Sr.VI Growth
14.63
6.59
16.19
-1.62
0.02
4.90
13.28
12.54
https://storage.googleapis.com/5paisa-prod-storage/files/2024-06/sundaram-mf_1.png
7
2.12
16.19
Sundaram LT MC Tax Advantage Fund-Sr.VI (G)
2.14
16.47
1.19
3.5
5 Years
Invest in Mutual Funds at 0 Transaction cost
-
NAV
28.56
28 Jul 2026
-
-0.53%
1 Day
-
14.63%
3Y CAGR returns
Note: Data shown is for Regular Plan. Our Platform offers Direct Plans only. Returns may differ due to expense ratio differences.
-
NA
Min SIP -
₹ 500
Min Lumpsum -
1.19%
Expense Ratio -
37 Cr
Fund Size -
9 Years
Fund Age
Returns and Ranks ( as on 28 Jul 2026 )
- 1Y Returns
- 3Y Returns
- 5Y Returns
- MAX Returns
- Trailing Returns
- 6.59%
- 14.63%
- 16.19%
- 12.54
- -1.70Alpha
- 5.58SD
- 0.79Beta
- 0.59Sharpe
- Exit Load
- Nil
- Tax implication
- Returns redeemed within a year are taxed at 20%, while those held longer incur a 12.5% LTCG tax on gains over Rs 1.25 lakh per financial year.
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.
Low
Low to
moderate Moderate Moderately
High High Very
High
moderate Moderate Moderately
High High Very
High
- Address :
- Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai 600 014
-
- Contact :
- +91044-2858 3362/3367
-
- Email ID :
- customerservices@sundarammutual.com
Other Calculators
Frequently Asked Questions
Sundaram LT MC Tax Advantage Fund-Sr.VI Growth has delivered 12.42% since inception
The NAV of Sundaram LT MC Tax Advantage Fund-Sr.VI Growth is ₹27.6056 as of 28 Jul 2026
The expense ratio of Sundaram LT MC Tax Advantage Fund-Sr.VI Growth is 1.19 % as of 28 Jul 2026
The AUM of Sundaram LT MC Tax Advantage Fund-Sr.VI Growth 36.6 CR as of 28 Jul 2026
The minimum SIP amount of Sundaram LT MC Tax Advantage Fund-Sr.VI Growth is
The top stock holdings of Sundaram LT MC Tax Advantage Fund-Sr.VI Growth are
- Aster DM Health. - 7.52%
- MTAR Technologie - 6.98%
- KSB - 4.79%
- Affle 3i - 4.09%
- Angel One - 4.03%
The top sectors Sundaram LT MC Tax Advantage Fund-Sr.VI Growth has invested in are
- - 0%