31596
18076
Sundaram LT Tax Advantage Fund - Sr.II-Dir (G)
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
-
NAV
29 Aug 2026
Note: Data shown is for Regular Plan. Our Platform offers Direct Plans only. Returns may differ due to expense ratio differences.
One click to compare funds with our smart tool—analyze returns & more!
Compare
-
NA
Min SIP -
₹ 500
Min Lumpsum -
1.17%
Expense Ratio -
13 Cr
Fund Size -
10 Years
Fund Age
Returns and Ranks ( as on )
- 1Y Returns
- 3Y Returns
- 5Y Returns
- MAX Returns
- Trailing Returns
- 6.44%
- 22.02%
- 17.16%
- 15.69
- 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.
Low
Low to
moderate Moderate Moderately
High High Very
High
moderate Moderate Moderately
High High Very
High
No data available
Other Calculators
Frequently Asked Questions
Sundaram LT Tax Advantage Fund - Sr.II-Dir (G) has delivered 17.11% since inception
The NAV of Sundaram LT Tax Advantage Fund - Sr.II-Dir (G) is ₹35.87 as of
The expense ratio of Sundaram LT Tax Advantage Fund - Sr.II-Dir (G) is 1.17 % as of
The AUM of Sundaram LT Tax Advantage Fund - Sr.II-Dir (G) 12.66 CR as of
The minimum SIP amount of Sundaram LT Tax Advantage Fund - Sr.II-Dir (G) is
The top stock holdings of Sundaram LT Tax Advantage Fund - Sr.II-Dir (G) are
- ICICI Bank - 9.20%
- HDFC Bank - 8.55%
- SBI - 8.32%
- Reliance Industr - 7.43%
- Bharti Airtel - 6.17%
The top sectors Sundaram LT Tax Advantage Fund - Sr.II-Dir (G) has invested in are
- Banks - 32.91%
- Petroleum Products - 12.33%
- IT-Software - 9.99%
- Construction - 5.14%
- Telecom-Services - 4.91%