29329
18076
Sundaram LT Tax Advantage Fund - Sr.I - Dir Growth
https://storage.googleapis.com/5paisa-prod-storage/files/2024-06/sundaram-mf_1.png
7
1
7
1
3.5
Invest in Mutual Funds at 0 Transaction cost
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NAV
31.71
26 Mar 2025
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0.01%
1 Day
Note: Data shown is for Direct Plan. Our Platform offers Regular Plans only.
Returns may differ due to expense ratio differences.
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NA
Min SIP -
₹ 500
Min Lumpsum -
1.39%
Expense Ratio -
21 Cr
Fund Size -
11 Years
Fund Age
Returns and Ranks ( as on 26 Mar 2025 )
- 1Y Returns
- 3Y Returns
- 5Y Returns
- MAX Returns
- Trailing Returns
- -0.34%
- 19.70%
- 16.37%
- 14.83
- NAAlpha
- NASD
- NABeta
- NASharpe
- 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.
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FAQs
Sundaram LT Tax Advantage Fund - Sr.I - Dir Growth has delivered 13.30% since inception
The NAV of Sundaram LT Tax Advantage Fund - Sr.I - Dir Growth is ₹32.6895 as of 26 Mar 2025
The expense ratio of Sundaram LT Tax Advantage Fund - Sr.I - Dir Growth is 1.39 % as of 26 Mar 2025
The AUM of Sundaram LT Tax Advantage Fund - Sr.I - Dir Growth 19.63 CR as of 26 Mar 2025
The minimum SIP amount of Sundaram LT Tax Advantage Fund - Sr.I - Dir Growth is
The top stock holdings of Sundaram LT Tax Advantage Fund - Sr.I - Dir Growth are
- TREPS - 99.73%
- Net CA & Others - 0.27%
The top sectors Sundaram LT Tax Advantage Fund - Sr.I - Dir Growth has invested in are
- Banks - 30.34%
- Petroleum Products - 12.12%
- IT-Software - 9.43%
- Telecom-Services - 4.97%
- Cement & Cement Products - 4.63%