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Sundaram Long Term Tax Advantage Fund - Series III - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 29.78 | 23.57 | 28.9 | N/A |
Average Rolling Returns(%) | 28.80 | 29.18 | 22.58 | N/A |
The Current NAV of Sundaram Long Term Tax Advantage Fund - Series III - Regular Plan - Growth is ₹27.31.
Funds returns are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.
Sundaram Long Term Tax Advantage Fund - Series III - 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 III - Regular Plan - Growth is currently ₹38 Crores.
The Top three stocks are Multi Commodity Exch, Greenpanel Inds. and KEI Industries and account for 16% of its portfolio. Top 5 and 10 stocks of fund account for 24% and 42% of fund’s portfolio respectively.
Top three sectors of Sundaram Long Term Tax Advantage Fund - Series III - Regular Plan - Growth fund are BFSI, Capital Goods and Healthcare accounting for 49% 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 III - Regular Plan - Growth Fund is Equity - ELSS.
Rohit Seksaria and Sudhir Kedia manage the Sundaram Long Term Tax Advantage Fund - Series III - Regular Plan - Growth Fund.
Sundaram Long Term Tax Advantage Fund - Series III - Regular Plan - Growth current PE ratio is 44.63 and PB ratio is 7.08
The asset allocation of Sundaram Long Term Tax Advantage Fund - Series III - Regular Plan - Growth is Stocks : 96.14%, Debt : 3.88% and Gold : 0%
The minimum SIP amount for Sundaram Long Term Tax Advantage Fund - Series III - Regular Plan - Growth is N/A and minimum lumpsum is ₹500.00
The exit load for Sundaram Long Term Tax Advantage Fund - Series III - Regular Plan - Growth is N/A