|Infosys||IT - Software||Equity||7.31%|
|St Bk of India||Banks||Equity||6.18%|
|Larsen & Toubro||Infrastructure Developers & Operators||Equity||5.32%|
|Titan Company||Diamond, Gems and Jewellery||Equity||2.62%|
|SBI Life Insuran||Insurance||Equity||2.12%|
|Bank of Baroda||Banks||Equity||2.01%|
|TCS||IT - Software||Equity||1.99%|
|HCL Technologies||IT - Software||Equity||1.92%|
|H P C L||Refineries||Equity||1.78%|
|Kotak Mah. Bank||Banks||Equity||1.42%|
|Hindalco Inds.||Non Ferrous Metals||Equity||1.21%|
|B P C L||Refineries||Equity||1.2%|
|Tata Consumer||Plantation & Plantation Products||Equity||1.13%|
|Wipro||IT - Software||Equity||0.6%|
|Bharti Airtel PP||Telecomm-Service||Equity||0.14%|
|Cement & Cement Products||4.88%|
|Chemicals & Petrochemical||1.91%|
|Fertilisers & Agrochemica||1.81%|
|Pharmaceuticals & Biotech||1.22%|
|Agricultural Food & other||1.13%|
|Cash & Others||0.47%|
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.
Mr Rohit Seksaria, MBA, joined Sundaram MF in January 2017. He is also a Chartered Accountant and Company Secretary. He works as a Fund Manager in the Equity Team. His experience spans over nineteen (19) years in fund management and equity research. He has previously worked with Progress Capital and Matchpoint and Crisil Irevna. Mr Seksaria manages funds like Sundaram Financial Services Opportunities Fund, Sundaram Nifty 100 Equal Weight Fund, Sundaram Debt Oriented Hybrid Fund, etc.
- Fund Name
- Fund Size
- 3Y Returns
- Franklin India Taxshield – Direct Growth
25%Fund Size - 5,246
29.2%Fund Size - 5,246
15.5%Fund Size - 5,246
- Nippon India Tax Saver (ELSS) Fund – Dir Growth
22%Fund Size - 12,543
28.1%Fund Size - 12,543
12.3%Fund Size - 12,543
- Kotak Tax Saver Fund – Direct Growth
22.8%Fund Size - 4,088
25.9%Fund Size - 4,088
18.2%Fund Size - 4,088
- Sundaram Tax Savings Fund – Direct Growth
18.3%Fund Size - 1,084
24.9%Fund Size - 1,084
14.8%Fund Size - 1,084
- ICICI Pru Long Term Equity Fund – Direct Growth
17.7%Fund Size - 11,227
24.7%Fund Size - 11,227
14.6%Fund Size - 11,227
AMC Contact Details
Frequently Asked Questions
How to invest in Sundaram LT Tax Advantage Fund – Sr.II-Dir Growth ?
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Sundaram LT Tax Advantage Fund – Sr.II-Dir Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of Sundaram LT Tax Advantage Fund – Sr.II-Dir Growth ?
How to redeem Sundaram LT Tax Advantage Fund – Sr.II-Dir Growth holding ?
What are the top stock holdings of Sundaram LT Tax Advantage Fund – Sr.II-Dir Growth?
How can I redeem my investments in Sundaram LT Tax Advantage Fund – Sr.II-Dir Growth?
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Sundaram LT Tax Advantage Fund – Sr.II-Dir Growth in Scheme, enter the redemption amount, and click on submit button.
How much returns have Sundaram LT Tax Advantage Fund – Sr.II-Dir Growth generated ?
What is the expense ratio of Sundaram LT Tax Advantage Fund – Sr.II-Dir Growth ?
What is the AUM of Sundaram LT Tax Advantage Fund – Sr.II-Dir Growth?
What are the top sectors Sundaram LT Tax Advantage Fund – Sr.II-Dir Growth has invested in?
- Banks - 34.37%
- IT-Software - 10.99%
- Petroleum Products - 10.84%
- Construction - 5.11%
- Cement & Cement Products - 4.88%