EQUITY•ELSS
Sundaram Long Term Tax Advantage Fund Series Ii
3 Year return
0.00%
NAV on June 12, 2026
36.3216
1D Returns
+0.01%
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₹100
Gain
0%₹0
Total Value ₹0
Risk Involved
Your principal will be at
Very High Risk
Scheme Information
Asset Under Management
₹13.09 Cr.
Expense Ratio
1.17% (inclusive of GST)
Exit Load
Nil
Ratings
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 Jan 2022
Fund House Details
Sundaram Mutual Fund
Asset management company
AUM
₹76,995.46 Cr.
No. of Schemes
107
Setup Date
1996
Peer Comparison
Comparison with other similar funds
| Funds | 3 Y Returns | ARQ Rating |
|---|---|---|
| Motilal Oswal ELSS Tax Saver Fund | 22.9148% | 2.5 |
| SBI ELSS Tax Saver Fund | 16.7439% | 5 |
| HDFC ELSS Tax Saver | 15.4834% | 0 |
Schemes by Sundaram Mutual Fund
List of mutual fund schemes by AMC
Funds
3 Years Returns
Hybrid . Aggressive Hybrid Fund
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) Direct Plan Growth11.0184%
Hybrid . Aggressive Hybrid Fund
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) Direct Plan Monthly IDCW Payout11.0126%
Hybrid . Aggressive Hybrid Fund
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) Direct Plan Monthly IDCW Reinvestment11.0126%
7.3208%
7.3208%
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
0%
Expense Ratio
1.17%
Fund Manager
Rohit Seksaria
Fund Size
₹13.09 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 | January 1996 |
| Address | 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?
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 June 12, 2026, is ₹36.3216
What is the AUM of Sundaram Long Term Tax Advantage Fund Series Ii?
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 ₹13.09 crore.
What is the expense ratio of Sundaram Long Term Tax Advantage Fund Series Ii?
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%
What are the returns of Sundaram Long Term Tax Advantage Fund Series Ii since inception?
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.
What is the minimum SIP amount to invest in Sundaram Long Term Tax Advantage Fund Series Ii?
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.
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.
ENTER AMOUNT
₹
₹0 in 3Y at 0% returns
SIP Date1st of every month
Your next SIP Payment will be on 11 September 2026
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