Sundaram LT Tax Advantage Fund – Sr.II-Dir Growth

₹ -
Min SIP
₹ 500
Min Lumpsum
1.37 %
Expense Ratio
Rating
12
Fund Size (in Cr)
8 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 23 April 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 30.4% 19.3% 17.1% 16.3%
Category Average 39% 20.7% 18% -

Scheme Allocation

By Holding
By Sector
By Asset
9.27%
8.05%
6.51%
Others
60.81%
View all Holdings
Holdings Sector Instrument Asset
ICICI Bank Banks Equity 9.27%
Reliance Industr Refineries Equity 8.3%
HDFC Bank Banks Equity 8.05%
St Bk of India Banks Equity 7.06%
Infosys IT - Software Equity 6.51%
Larsen & Toubro Infrastructure Developers & Operators Equity 5.34%
Tata Motors-DVR Automobile Equity 4.31%
Bharti Airtel Telecomm-Service Equity 4.22%
UltraTech Cem. Cement Equity 3.31%
Axis Bank Banks Equity 3.04%
Titan Company Diamond, Gems and Jewellery Equity 2.74%
ITC Tobacco Products Equity 2.5%
Jindal Steel Steel Equity 2.43%
H P C L Refineries Equity 2.32%
SBI Life Insuran Insurance Equity 2.23%
Bank of Baroda Banks Equity 2.01%
HCL Technologies IT - Software Equity 1.92%
TCS IT - Software Equity 1.91%
B P C L Refineries Equity 1.81%
Coromandel Inter Fertilizers Equity 1.77%
Cipla Pharmaceuticals Equity 1.37%
Birla Corpn. Cement Equity 1.36%
Tata Consumer Plantation & Plantation Products Equity 1.35%
Schaeffler India Bearings Equity 1.32%
Navin Fluo.Intl. Chemicals Equity 1.31%
Health.Global Healthcare Equity 1.31%
Hindalco Inds. Non Ferrous Metals Equity 1.26%
IndusInd Bank Banks Equity 1.23%
Container Corpn. Logistics Equity 1.06%
Kotak Mah. Bank Banks Equity 1.04%
Hind. Unilever FMCG Equity 0.94%
Wipro IT - Software Equity 0.6%
Bharti Airtel PP Telecomm-Service Equity 0.22%
Banks
32.54%
IT-Software
12.79%
Petroleum Products
12.73%
Construction
5.25%
Cement & Cement Products
5.24%
Others
31.46%
View all Sectors
Sectors Asset
Banks 32.54%
IT-Software 12.79%
Petroleum Products 12.73%
Construction 5.25%
Cement & Cement Products 5.24%
Telecom-Services 4.3%
Automobiles 4.15%
Diversified FMCG 3.37%
Consumer Durables 2.78%
Ferrous Metals 2.37%
Insurance 2.31%
Fertilisers & Agrochemica 1.77%
Agricultural Food & other 1.46%
Pharmaceuticals & Biotech 1.44%
Debt 1.44%
Healthcare Services 1.4%
Auto Components 1.36%
Chemicals & Petrochemical 1.27%
Transport Services 1.25%
Non-Ferrous Metals 1.21%
Cash & Others -0.41%
Equity
95.4%
Reverse Repos
4.66%
Net Curr Ass/Net Receivables
-0.06%

Advance Ratio

0
Alpha
3.58
SD
0.92
Beta
0.89
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

AMC Contact Details

Sundaram Mutual Fund
AUM:
49,195 Cr
Address:
Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai 600 014
Contact:
044-2858 3362/3367
Email ID:
dhirent@sundarammutual.com

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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 ₹32.8 as of 23 April 2024.

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
  1. ICICI Bank - 9.27%
  2. Reliance Industr - 8.3%
  3. HDFC Bank - 8.05%
  4. St Bk of India - 7.06%
  5. Infosys - 6.51%

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.

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 16.3% 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 1.37 % as of 23 April 2024.

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 ₹49,195 Cr as of 23 April 2024

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
  1. Banks - 32.54%
  2. IT-Software - 12.79%
  3. Petroleum Products - 12.73%
  4. Construction - 5.25%
  5. Cement & Cement Products - 5.24%

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.
Invest Now