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

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(%) 44.01 32.4 21.66 N/A
Average Rolling Returns(%) 27.14 28.98 19.63 N/A

The Current NAV of Sundaram Long Term Tax Advantage Fund - Series III - Regular Plan - Growth is ₹24.99.

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 III - Regular Plan - Growth fund’s expense ratio is 1.41%

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 III - Regular Plan - Growth is currently ₹34 Crores.

The Top three stocks are KSB, Multi Commodity Exch and KEI Industries and account for 14% of its portfolio. Top 5 and 10 stocks of fund account for 22% and 38% 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 Construction & Infrastructure accounting for 55% 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 38.20 and PB ratio is 5.90

The asset allocation of Sundaram Long Term Tax Advantage Fund - Series III - Regular Plan - Growth is Stocks : 95.38%, Debt : 4.60% 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

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