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35458
18076
Sundaram LT Tax Advantage Fund-Sr.III-Dir (G)
12.92
10.85
17.40
-2.86
-1.40
4.35
14.11
14.87
7
2.23
17.4
Sundaram LT Tax Advantage Fund-Sr.III-Dir (G)
2.23
17.4
1.19
3.5
5 Years

  • Sundaram LT Tax Advantage Fund-Sr.III-Dir (G)

Begin with SIP Invest One-Time
  • NAV

    32.17

    02 Sep 2026

  • -1.12%

     1 Day

  • 12.92%

    3Y CAGR returns

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  • NA

    Min SIP

  • ₹ 500

    Min Lumpsum

  • 0.98%

    Expense Ratio

  • NA

     Rating

  • 35 Cr

    Fund Size

  • 8 Years

    Fund Age

SIP Calculator

SIP One-Time
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Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00
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Yr
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Scheme Performance

Returns and Ranks ( as on 02 Sep 2026 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 10.85%
  • 12.92%
  • 17.40%
  • 14.87

Scheme Allocation

By Holding By Sector By Asset
7.49%
5.68%
5.50%
5.23%
4.83%
71.27%
View All

Advance Ratio

  • 10.27Alpha
  • 5.38SD
  • 1.02Beta
  • 0.60Sharpe

Exit Load & Tax Implication

  • Exit Load
  • 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.

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

Risk-o-meter

Low Low to
moderate Moderate Moderately
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High

Peer Comparison

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More Funds from Sundaram Mutual Fund

18076
  • Fund Name

AMC Contact Details

  • Address :
  • Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai 600 014
    • Contact :
    • +91044-2858 3362/3367
    • Email ID :
    • customerservices@sundarammutual.com
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