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

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(%) 29.48 17.75 17.33 N/A
Average Rolling Returns(%) 15.69 13.32 11.85 N/A

The Current NAV of Sundaram Long Term Tax Advantage Fund - Series I - Regular Plan - Growth is ₹28.75.

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

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

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 25% of its portfolio. Top 5 and 10 stocks of fund account for 38% and 57% 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 35.12 and PB ratio is 5.21

The asset allocation of Sundaram Long Term Tax Advantage Fund - Series I - Regular Plan - Growth is Stocks : 97.64%, Debt : 2.37% 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

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