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EQUITY•ELSS

Sundaram Long Term Tax Advantage Fund Series Ii

3 Year return

15.24%
NAV on January 01, 2026
39.5048
1D Returns
+0.39%
Launched on November 2015(11 years)

Investment Details

N/A
Minimum SIP Amount
₹5000
Minimum one time investment
Lock-in period: 3.0000 years

Calculate Returns

Based on past performance of this fund

₹
Your Investment₹3,600
Gain
27.39%₹986
Total Value ₹4,586

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹13.57 Cr.
Expense Ratio
1.17% (inclusive of GST)
Exit Load
Nil

Ratings

ARQ Rating
0

Ratings by other agencies

Value Research
0
Crisil
0
Morning Star
0

Tax Implications

Withdrawal after 3 years:
12.5% tax on gains above ₹1.25 lakh per financial year

Sundaram Mutual Fund Manager

RS

Rohit Seksaria

Fund Manager since Aug 2018

Fund House Details

Sundaram Mutual Fund

Sundaram Mutual Fund

Asset management company

AUM
₹74,005.23 Cr.
No. of Schemes
104
Setup Date
1996

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
Quant ELSS Tax Saver Fund16.2622%
3.5
SBI ELSS Tax Saver Fund24.7858%
5
HDFC ELSS Tax Saver21.9349%
0

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
16.744%
Expense Ratio
1.17%
Fund Manager
Rohit Seksaria
Fund Size
₹13.57 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

NameSundaram Mutual Fund
Launch DateJanuary 1996
AddressSundaram Towers, II Floor, 46, Whites Road, Chennai - 600 014
Contact1860 425 7237, 044 2858 3362/3367, 044 2856 9900
Emailcustomerservices@sundarammutual.com
Websitehttps://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

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Sundaram Long Term Tax Advantage Fund Series Ii on January 01, 2026, is ₹39.5048
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Sundaram Long Term Tax Advantage Fund Series Ii, is ₹13.57 crore.
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of Sundaram Long Term Tax Advantage Fund Series Ii is 1.17%
The Sundaram Long Term Tax Advantage Fund Series Ii was launched on November 03, 2015. The fund has delivered a CAGR of undefined since inception.
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Sundaram Long Term Tax Advantage Fund Series Ii is ₹0.
  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. 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.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.
  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.
  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.
  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

ENTER AMOUNT

₹
₹4,586 in 3Y at 15.2417% returns
SIP Date1st of every month

Your next SIP Payment will be on 1 February 2026

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