3 Year return
14.54%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹13.54 Cr.
Expense Ratio
1.37% (inclusive of GST)
Exit Load
Nil
Tax Implications
Withdrawal after 3 years:
12.5% tax on gains above ₹1.25 lakh per financial year
Fund Holdings
Sundaram Mutual Fund Managers
RS
Rohit Seksaria
Fund Manager since Mar 2016
Fund House Details
Sundaram Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
SBI Long Term Equity Fund |
26.3% |
5 |
Quant ELSS Tax Saver Fund |
24.32% |
3.5 |
Bank of India ELSS Tax Saver |
18.94% |
3 |
Schemes by Sundaram Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Aggressive Hybrid Fund
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) Direct Plan Growth
Hybrid . Aggressive Hybrid Fund
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) Direct Plan Growth
Hybrid . Aggressive Hybrid Fund
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) Direct Plan Monthly IDCW Payout
Hybrid . Aggressive Hybrid Fund
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) Direct Plan Monthly IDCW Payout
Hybrid . Aggressive Hybrid Fund
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) Direct Plan Monthly IDCW Reinvestment
About Sundaram Long Term Tax Advantage Fund Series Ii Direct Plan Growth
The Sundaram Long Term Tax Advantage Fund Series Ii Direct Plan Growth is an equity-oriented close-ended fund. It was launched in February 2012 and is managed by Sundaram Mutual Fund. The fund aims to generate capital appreciation over the long term (3-5 years) by investing in a diversified portfolio of equity and equity-related instruments. The Sundaram Long Term Tax Advantage Fund Series Ii Direct Plan Growth is a close-ended fund. The expense ratio of the Sundaram Long Term Tax Advantage Fund Series Ii Direct Plan Growth is lower than the category average.
Investment Objectives of the Scheme
The investment objective of the Sundaram Long Term Tax Advantage Fund Series Ii Direct Plan Growth is to generate capital appreciation over the long term (3-5 years) by investing in a diversified portfolio of equity and equity-related instruments. The fund will primarily invest in large-cap, mid-cap and small-cap stocks. It may also invest in other equity-related instruments, such as equity derivatives, convertible bonds and preference shares.
Key Features of The Fund
5-year return | 20.77% |
Expense Ratio | 1.37% |
Fund Manager | Rohit Seksaria |
Fund Size | ₹13.54 Cr |
Risk Profile | Very High |
Is This Scheme Right for Me?
The Sundaram Long Term Tax Advantage Fund Series Ii Direct Plan Growth is suitable for investors who are looking to invest for the long term (3-5 years) and are willing to take moderate risk in order to achieve higher returns. The fund is also suitable for investors who are looking to save taxes under Section 80C of the Income Tax Act, 1961.
AMC Contact Details
Name | Sundaram Mutual Fund |
Launch Date | 1996 |
Addresss | Sundaram Towers, II Floor, 46, Whites Road, Chennai - 600 014 |
Contact | 1860 425 7237, 044 2858 3362/3367, 044 2856 9900 |
customerservices@sundarammutual.com | |
Website | https://www.sundarammutual.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
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FAQs
What is today's NAV of Sundaram Long Term Tax Advantage Fund Series II?
What is the AUM of Sundaram Long Term Tax Advantage Fund Series II?
What is the expense ratio of Sundaram Long Term Tax Advantage Fund Series II?
What are the returns of Sundaram Long Term Tax Advantage Fund Series II since inception?
What is the minimum SIP amount to invest in Sundaram Long Term Tax Advantage Fund Series II?
How do I invest in Sundaram Long Term Tax Advantage Fund Series II?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in Sundaram Long Term Tax Advantage Fund Series II?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in Sundaram Long Term Tax Advantage Fund Series II?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in Sundaram Long Term Tax Advantage Fund Series II?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.