Profit

Sundaram Long Term Tax Advantage Fund - Series I - Regular Plan - Growth

Fund Family: Sundaram Mutual Fund | Fund Class: Equity - ELSS | Launch Date: 26 Mar,2015

Choose Scheme Option
  • Add to Portfolio
  • Add to Watchlist
  • Add to Alert
  • Add to Message
Add to Portfolio
13.55
Change Change %
-0.0320 -0.2355%

Updated: 24 Jun,2019 | 12:00 AM

Previous NAV 13.59
Quarterly Average AUM(in ₹ Cr.)
(As on 31 Mar 2019)
12.46
Expense Ratio 1.38

1 Month Range

13.45 13.99

52 Wk Range

12.30 14.30
Period:

Compare NAV performance of Sundaram LT Tax Adv Fund-Sr I-Reg(G) vs. Peers

Color code for Price performance of Sundaram LT Tax Adv Fund-Sr I-Reg(G)'s Peers

  • 7% and above
  • 3% to 7%
  • 1% to 3%
  • -1% to 1%
  • -3% to -1%
  • -7% to -3%
  • -7% and below

Scheme Performance -

Period Date NAV Return %
1 Month 21 May,2019 13.60 -0.96%
3 Months 20 Mar,2019 13.62 -0.97%
6 Months 21 Dec,2018 13.06 8.08%

More from Performance »

Period Date NAV Return %
1 Month 25 Jan,2019 12.90 -0.70%
3 Months 26 Nov,2018 12.99 -1.40%
6 Months 24 Aug,2018 14.10 -9.18%

More from Performance »

Portfolio Allocation -

Top Holdings -

Company Market Value (₹ Cr.) Holding (%)
ICICI Bank Ltd 1.11 5.61
HDFC Bank Ltd 1.08 5.43
Infosys Ltd 0.98 4.95
State Bank of India 0.94 4.75
ITC Ltd 0.81 4.11

More from Portfolio »

Investment Information

Investment 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.
Scheme Type Close ended scheme
Scheme Class Equity - ELSS
Investment Plan Growth
Minimum Investment (in ₹) 500.00
Lock In Period 3
Dividend 0
Bonus N/A
Fund Manager S. Bharath
SIP No
STP No
SWP No
Name Load
Entry -
Exit -
Fund Manager S. Bharath
Registrar Computer Age Management Services Private Limited

Post Your Comments

Sundaram Long Term Tax Advantage Fund - Series I - Regular Plan - Growth - News

Fund House Details

AMC Name

Sundaram Mutual Fund

Registered Office

Address: Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

Tel: +91 (22) 28583362/3367

Fax: +91 (22) 22858 3156

Email: customerservices@sundarammutual.com

Website: www.sundarammutual.com

Registrars Details

Computer Age Management Services Private Limited

178 / 10, Kodambakkam High Road,  Opp. Palmgroove Hotel, M.G.R. Salai, Nungambakkam, Chennai - 600 034

Top