Sundaram Long Term Tax Advantage Fund - Series I Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
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Showing Funds Performance since Sep 07, 2020

Sundaram Long Term Tax Advantage Fund - Series I Growth Fund Overview

Min. investment

SIP ₹ & Lump. ₹500

AUM (Fund size)

₹19 Cr

Lock In Period

3 Years

Expense Ratio

1.44

Exit Load

Nil

Benchmark

BSE 500 Total Return

Sundaram Long Term Tax Advantage Fund - Series I Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.380.357.41
6M-8.222.6224.27
1Y8.035.3878.49
3Y13.6514.32130.26

Portfolio Analysis

  • Equity: 89.70%
  • Debt: 10.30%
  • Others
As on: 2025-01-31
View allocation % by

1. ICICI Bank Ltd9.49%
2. HDFC Bank Ltd9.04%
3. Axis Bank Ltd3.13%
4. IndusInd Bank Ltd0.65%

1. Infosys Ltd7.15%
2. HCL Technologies Ltd2.30%
3. Tata Consultancy Services Ltd2.01%

1. Reliance Industries Ltd7.40%
2. Bharat Petroleum Corporation Ltd1.61%

1. State Bank of India5.98%
2. Bank of Baroda2.00%

1. Bharti Airtel Ltd5.73%

1. Ultratech Cement Ltd3.90%
2. Birla Corporation Ltd1.14%

1. Sun Pharmaceutical Industries Ltd2.41%
2. Cipla Ltd1.40%

1. Larsen & Toubro Ltd3.52%

1. Coromandel International Ltd2.80%

1. Tata Motors Ltd2.59%

1. Jindal Steel & Power Ltd2.48%

1. SBI Life Insurance Company Ltd2.48%

1. ITC Ltd2.37%

1. Schaeffler India Ltd1.72%

1. Navin Fluorine International Ltd1.62%

1. Titan Company Ltd1.59%

1. Hindustan UniLever Ltd1.01%
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About Fund Sundaram Long Term Tax Advantage Fund - Series I Growth

Sundaram Long Term Tax Advantage Fund - Series I Growth managed by Sundaram Mutual Fund,is a Equity - ELSSscheme with Assets Under Management of ₹19 Crore. The fund benchmarks its performance against the BSE 500 Total Return while maintaining an expense ratio of 1.44. 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.

Fund Managers

Rohit Seksaria

Mr. Rohit Seksaria is CS, CA & has done MBA from IIM Ahmedabad. Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
SBI Long Term Advantage Fund - Series II Growth034 CR1.42
Sundaram Long Term Tax Advantage Fund - Series I Growth019 CR1.44
ICICI Prudential R.I.G.H.T. Fund Growth041 CR1.41
SBI Tax Advantage Fund - Series II Growth042 CR1.46
Fund Name1Y3Y
This FundSBI Long Term Advantage Fund - Series II Growth6.435446.345
This FundSundaram Long Term Tax Advantage Fund - Series I Growth8.034646.8089
This FundICICI Prudential R.I.G.H.T. Fund Growth10.6102111.0608
This FundSBI Tax Advantage Fund - Series II Growth33.5864130.2485

Sundaram Long Term Tax Advantage Fund - Series I Growth FAQs

Sundaram Long Term Tax Advantage Fund - Series I 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 I Growth is 1.44. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Sundaram Long Term Tax Advantage Fund - Series I Growth’s fund performance is as follows:
  • 1 Month : 0.38%
  • 6 Months : -8.22%
  • 1 Year : 8.03%
  • 3 Years : 13.65%
Returns of Sundaram Long Term Tax Advantage Fund - Series I Growth are updated daily based on NAV of ₹ 30.9664 as on Mar 26,2025. Since inception, the return has been 46.81%.

You can invest in Sundaram Long Term Tax Advantage Fund - Series I 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 I Growth is ₹19 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Sundaram Long Term Tax Advantage Fund - Series I Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.