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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 ₹35.1776 NAV as of Mar 23,2026 and returns since inception of 47.62%. 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 -8.35% returns, against a category average of -1.83% and a category best of 7.41%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-8.35-1.837.41
6M-2.090.3824.27
1Y5.653.3278.49
3Y13.8610.50130.26

Portfolio Analysis

  • Equity: 94.34%
  • Debt: 5.66%
  • Others
As on: 2026-02-28
View allocation % by

1. ICICI Bank Ltd9.20%
2. HDFC Bank Ltd8.55%
3. Axis Bank Ltd3.83%
4. Kotak Mahindra Bank Ltd1.16%
5. IndusInd Bank Ltd0.72%

1. Reliance Industries Ltd7.43%
2. Hindustan Petroleum Corporation Ltd3.06%
3. Bharat Petroleum Corporation Ltd2.21%

1. State Bank of India8.32%
2. Bank of Baroda2.34%

1. Infosys Ltd4.96%
2. HCL Technologies Ltd1.65%
3. Tata Consultancy Services Ltd1.24%
4. Wipro Ltd0.48%

1. Bharti Airtel Ltd6.17%

1. Larsen & Toubro Ltd5.79%

1. Ultratech Cement Ltd4.11%
2. Birla Corporation Ltd0.91%

1. Jindal Steel & Power Ltd3.40%

1. TATA Motors Ltd1.89%
2. Tata Motors Passenger Vehicles Ltd1.43%

1. Titan Company Ltd2.98%

1. Coromandel International Ltd2.78%

1. Schaeffler India Ltd1.95%

1. SBI Life Insurance Company Ltd1.82%

1. ITC Ltd1.75%

1. TATA Consumer Products Ltd1.41%

1. Cipla Ltd1.17%

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 NameRatingsAUMExpense Ratio
This FundSundaram Long Term Tax Advantage Fund - Series I Growth019.18 CR1.44
This FundSundaram Long Term Tax Advantage Fund - Series II Growth013.09 CR1.37
This FundICICI Prudential R.I.G.H.T. Fund Growth041.44 CR1.41
This FundSBI Tax Advantage Fund - Series II Growth042.27 CR1.46
Fund Name1Y3Y
This FundSundaram Long Term Tax Advantage Fund - Series I Growth8.034646.8089
This FundSundaram Long Term Tax Advantage Fund - Series II Growth5.649547.6153
This FundICICI Prudential R.I.G.H.T. Fund Growth10.6102111.0608
This FundSBI Tax Advantage Fund - Series II Growth33.5864130.2485

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 : -8.35%
  • 6 Months : -2.09%
  • 1 Year : 5.65%
  • 3 Years : 13.86%
Returns of Sundaram Long Term Tax Advantage Fund - Series II Growth are updated daily based on NAV of ₹ 35.1776 as on Mar 23,2026. Since inception, the return has been 47.62%.

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