Sundaram LT Tax Advantage Fund
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Min SIP
500
Min Lumpsum
1.17 %
Expense Ratio
Rating
10
Fund Size (in Cr)
7 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--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 13.7% | 27.1% | 12.6% | 15% | ||||
| Category Average | 12.9% | 26.5% | 13% | - |
Scheme Allocation
By Holding
By Sector
By Asset
ICICI Bank
Reliance Industr
HDFC Bank
Infosys
St Bk of India
Others
Advance Ratio
0.22
Alpha
3.82
SD
0.91
Beta
0.22
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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- 4,740
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15.1%Fund Size - 4,740
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28.7%Fund Size - 4,740
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11.8%Fund Size - 4,740
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- Equity .
- ELSS .
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- 11,451
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13.3%Fund Size - 11,451
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28.5%Fund Size - 11,451
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8.6%Fund Size - 11,451
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- Equity .
- ELSS .
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- 3,559
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18%Fund Size - 3,559
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28.2%Fund Size - 3,559
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15.8%Fund Size - 3,559
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- Equity .
- ELSS .
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- 966
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12.9%Fund Size - 966
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26.6%Fund Size - 966
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11.5%Fund Size - 966
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- Equity .
- ELSS .
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- 10,161
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12.1%Fund Size - 10,161
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25.5%Fund Size - 10,161
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12.9%Fund Size - 10,161
AMC Contact Details
Sundaram Mutual Fund
AUM:
39,953 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 ?
You can invest in Sundaram LT Tax Advantage Fund 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 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 ?
The NAV of Sundaram LT Tax Advantage Fund is ₹26.4 as of 02 June 2023.
How to redeem Sundaram LT Tax Advantage Fund 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?
The top stock holdings of Sundaram LT Tax Advantage Fund are
- ICICI Bank - 9.41%
- Reliance Industr - 7.68%
- HDFC Bank - 6.62%
- Infosys - 6.59%
- St Bk of India - 6.57%
How much returns have Sundaram LT Tax Advantage Fund generated ?
The Sundaram LT Tax Advantage Fund has delivered 15% since inception
What is the expense ratio of Sundaram LT Tax Advantage Fund ?
The expense ratio of Sundaram LT Tax Advantage Fund is 1.17 % as of 02 June 2023.
What is the AUM of Sundaram LT Tax Advantage Fund?
The AUM of Sundaram LT Tax Advantage Fund is ₹39,953 Cr as of 02 June 2023
What are the top sectors Sundaram LT Tax Advantage Fund has invested in??
The top sectors Sundaram LT Tax Advantage Fund has invested in are
- ICICI Bank - 9.41%
- Reliance Industr - 7.68%
- HDFC Bank - 6.62%
- Infosys - 6.59%
- St Bk of India - 6.57%