Return
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹0 & Lump. ₹500
AUM (Fund size)
₹13 Cr
Lock In Period
3 Years
Expense Ratio
1.37
Benchmark
BSE 500 Total Return
Exit Load
Nil
Summary
Latest details for Sundaram Long Term Tax Advantage Fund - Series II Growth include a ₹35.2136 NAV as of Mar 12,2026 and returns since inception of 46.28%. Minimum investments start at SIP ₹0. The Sundaram Long Term Tax Advantage Fund - Series II Growth AUM is ₹13 Cr, with a lock-in of 3 Years years, expense ratio of 1.37%, and benchmark BSE 500 Total Return. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded -8.13% returns, against a category average of -1.36% and a category best of 7.41%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -8.13 | -1.36 | 7.41 |
| 6M | -0.46 | 1.60 | 24.27 |
| 1Y | 10.60 | 5.89 | 78.49 |
| 3Y | 13.52 | 14.49 | 130.26 |
Portfolio Analysis
- Equity: 97.01%
- Debt: 3.00%
- Others
As on: 2026-01-31
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About Fund
Sundaram Long Term Tax Advantage Fund - Series II Growth managed by Sundaram Mutual Fund,is a Equity - ELSSscheme with Assets Under Management of ₹13 Crore. The fund benchmarks its performance against the BSE 500 Total Return while maintaining an expense ratio of 1.37. Under the expert guidance of Rohit Seksaria ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundUTI Long Term Advantage Fund - Series VII Growth | 0 | 196.14 CR | 1.39 |
| This FundSundaram Long Term Tax Advantage Fund - Series II Growth | 0 | 13.09 CR | 1.37 |
| This FundICICI Prudential R.I.G.H.T. Fund Growth | 0 | 41.44 CR | 1.41 |
| This FundSBI Tax Advantage Fund - Series II Growth | 0 | 42.27 CR | 1.46 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundUTI Long Term Advantage Fund - Series VII Growth | 53.9549 | 41.0739 |
| This FundSundaram Long Term Tax Advantage Fund - Series II Growth | 10.6023 | 46.2814 |
| This FundICICI Prudential R.I.G.H.T. Fund Growth | 10.6102 | 111.0608 |
| This FundSBI Tax Advantage Fund - Series II Growth | 33.5864 | 130.2485 |
FAQs
Sundaram Long Term Tax Advantage Fund - Series II Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Sundaram Long Term Tax Advantage Fund - Series II Growth is 1.37. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Sundaram Long Term Tax Advantage Fund - Series II Growth’s fund performance is as follows:
- 1 Month : -8.13%
- 6 Months : -0.46%
- 1 Year : 10.60%
- 3 Years : 13.52%
You can invest in Sundaram Long Term Tax Advantage Fund - Series II Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Sundaram Long Term Tax Advantage Fund - Series II Growth is ₹13 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Sundaram Long Term Tax Advantage Fund - Series II Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500