Sundaram LT Tax Advantage Fund – Sr.II-Dir Growth
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Min SIP
500
Min Lumpsum
1.17 %
Expense Ratio
Rating
11
Fund Size (in Cr)
8 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
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Invested Amount--
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Wealth Gained--
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Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 16.9% | 22.8% | 14.8% | 15.3% | ||||
| Category Average | 15.3% | 23.1% | 15.5% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
0.56
Alpha
3.98
SD
0.94
Beta
1.54
Sharpe
Exit Load
| Exit Load | Nil |
|---|
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 Managers
Rohit Seksaria
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.
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
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- Equity .
- ELSS .
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- 5,246
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25%Fund Size - 5,246
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29.2%Fund Size - 5,246
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15.5%Fund Size - 5,246
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- Equity .
- ELSS .
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- 12,543
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22%Fund Size - 12,543
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28.1%Fund Size - 12,543
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12.3%Fund Size - 12,543
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- Equity .
- ELSS .
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- 4,088
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22.8%Fund Size - 4,088
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25.9%Fund Size - 4,088
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18.2%Fund Size - 4,088
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- Equity .
- ELSS .
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- 1,084
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18.3%Fund Size - 1,084
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24.9%Fund Size - 1,084
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14.8%Fund Size - 1,084
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- Equity .
- ELSS .
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- 11,227
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17.7%Fund Size - 11,227
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24.7%Fund Size - 11,227
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14.6%Fund Size - 11,227
AMC Contact Details
Sundaram Mutual Fund
AUM:
45,611 Cr
Address:
Sundaram Towers, 2nd Floor,
46 White Road, Royapettah,
Chennai 600 014
Contact:
044-2858 3362/3367
Email ID:
dhirent@sundarammutual.com
Frequently Asked Questions
How to invest in Sundaram LT Tax Advantage Fund – Sr.II-Dir Growth ?
You can invest in Sundaram LT Tax Advantage Fund – Sr.II-Dir Growth in a quick and simple process. Follow the below steps;
- 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 ?
The NAV of Sundaram LT Tax Advantage Fund – Sr.II-Dir Growth is ₹27.9 as of 04 October 2023.
How to redeem Sundaram LT Tax Advantage Fund – Sr.II-Dir Growth holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What are the top stock holdings of Sundaram LT Tax Advantage Fund – Sr.II-Dir Growth?
The top stock holdings of Sundaram LT Tax Advantage Fund – Sr.II-Dir Growth are
- HDFC Bank - 9.62%
- ICICI Bank - 9.53%
- Reliance Industr - 7.4%
- Infosys - 7.31%
- St Bk of India - 6.18%
How can I redeem my investments in Sundaram LT Tax Advantage Fund – Sr.II-Dir Growth?
Step 1: Visit the fund house's website
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.
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 ?
The Sundaram LT Tax Advantage Fund – Sr.II-Dir Growth has delivered 15.3% since inception
What is the expense ratio of Sundaram LT Tax Advantage Fund – Sr.II-Dir Growth ?
The expense ratio of Sundaram LT Tax Advantage Fund – Sr.II-Dir Growth is 1.17 % as of 04 October 2023.
What is the AUM of Sundaram LT Tax Advantage Fund – Sr.II-Dir Growth?
The AUM of Sundaram LT Tax Advantage Fund – Sr.II-Dir Growth is ₹45,611 Cr as of 04 October 2023
What are the top sectors Sundaram LT Tax Advantage Fund – Sr.II-Dir Growth has invested in?
The top sectors Sundaram LT Tax Advantage Fund – Sr.II-Dir Growth has invested in are
- Banks - 34.37%
- IT-Software - 10.99%
- Petroleum Products - 10.84%
- Construction - 5.11%
- Cement & Cement Products - 4.88%
Can I make investments in both the SIP and Lump Sum schemes of Sundaram LT Tax Advantage Fund – Sr.II-Dir Growth?
Yes, You can select both SIP or Lumpsum investment of Sundaram LT Tax Advantage Fund – Sr.II-Dir Growth based on your investment objective and risk tolerance.