Sundaram Long Term Tax Advantage Fund - Series I - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 29.69 | 18.1 | 16.06 | 12.54 |
Average Rolling Returns(%) | 15.84 | 13.39 | 11.97 | N/A |
The Current NAV of Sundaram Long Term Tax Advantage Fund - Series I - Regular Plan - Growth is ₹29.50.
You should look for a fund with better more consistent performance track record. Funds returns are more likely to be different than its benchmark S&P BSE 500 returns, as Funds portfolio is significantly different.
Sundaram Long Term Tax Advantage Fund - Series I - Regular Plan - Growth fund’s expense ratio is 1.42%
The process for redemption is
The AUM of Sundaram Long Term Tax Advantage Fund - Series I - Regular Plan - Growth 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 - Regular Plan - Growth 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 - Regular Plan - Growth Fund is Equity - ELSS.
Rohit Seksaria and Sudhir Kedia manage the Sundaram Long Term Tax Advantage Fund - Series I - Regular Plan - Growth Fund.
Sundaram Long Term Tax Advantage Fund - Series I - Regular Plan - Growth current PE ratio is 34.96 and PB ratio is 5.19
The asset allocation of Sundaram Long Term Tax Advantage Fund - Series I - Regular Plan - Growth is Stocks : 98.63%, Debt : 1.33% and Gold : 0%
The minimum SIP amount for Sundaram Long Term Tax Advantage Fund - Series I - Regular Plan - Growth is N/A and minimum lumpsum is ₹500.00
The exit load for Sundaram Long Term Tax Advantage Fund - Series I - Regular Plan - Growth is N/A