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(%) | 49.91 | 33.83 | 24.76 | N/A |
Average Rolling Returns(%) | 26.86 | 28.89 | 19.26 | N/A |
The Current NAV of Sundaram Long Term Tax Advantage Fund - Series III - Regular Plan - Growth is ₹23.56.
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
The AUM of Sundaram Long Term Tax Advantage Fund - Series III - Regular Plan - Growth is currently ₹36 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 39% 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 38.91 and PB ratio is 6.24
The asset allocation of Sundaram Long Term Tax Advantage Fund - Series III - Regular Plan - Growth is Stocks : 95.42%, Debt : 4.58% 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