Sundaram Long Term Tax Advantage Fund - Series I - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 29.76 | 18.19 | 16.23 | 12.84 |
Average Rolling Returns(%) | 16.11 | 13.68 | 12.26 | N/A |
The Current NAV of Sundaram Long Term Tax Advantage Fund - Series I - Growth - Direct Plan is ₹29.40.
You should look for a fund with better more consistent performance track record. Funds returns likely to be fairly different than its benchmark S&P BSE 500 , as Funds portfolio is somewhat different.
Sundaram Long Term Tax Advantage Fund - Series I - Growth - Direct Plan fund’s expense ratio is 1.37%
The process for redemption is
The AUM of Sundaram Long Term Tax Advantage Fund - Series I - Growth - Direct Plan is currently ₹19 Crores.
The Top three stocks are ICICI Bank, Reliance Industries and HDFC Bank and account for 26% of its portfolio. Top 5 and 10 stocks of fund account for 39% and 59% of fund’s portfolio respectively.
Top three sectors of Sundaram Long Term Tax Advantage Fund - Series I - Growth - Direct Plan fund are BFSI, Oil & Gas and IT accounting for 57% of the total portfolio.
Since this is a Equity - ELSS it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Sundaram Long Term Tax Advantage Fund - Series I - Growth - Direct Plan Fund is Equity - ELSS.
Rohit Seksaria and Sudhir Kedia manage the Sundaram Long Term Tax Advantage Fund - Series I - Growth - Direct Plan Fund.
Sundaram Long Term Tax Advantage Fund - Series I - Growth - Direct Plan current PE ratio is 34.96 and PB ratio is 5.19
The asset allocation of Sundaram Long Term Tax Advantage Fund - Series I - Growth - Direct Plan is Stocks : 98.63%, Debt : 1.33% and Gold : 0%
The minimum SIP amount for Sundaram Long Term Tax Advantage Fund - Series I - Growth - Direct Plan is N/A and minimum lumpsum is ₹500.00
The exit load for Sundaram Long Term Tax Advantage Fund - Series I - Growth - Direct Plan is N/A