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

Min. investment

SIP ₹0 & Lump. ₹500

AUM (Fund size)

₹0 Cr

Lock In Period

3 Years

Expense Ratio

N/A

Exit Load

Nil

Benchmark

BSE 500

Summary

Sundaram Long Term Tax Advantage Fund - Series V Growth NAV is ₹0 as of 2 Jun, 2026. Sundaram Long Term Tax Advantage Fund - Series V Growth has delivered 0.00% returns since its launch. The minimum SIP investment amount in Sundaram Long Term Tax Advantage Fund - Series V Growth is ₹0. The AUM of Sundaram Long Term Tax Advantage Fund - Series V Growth is ₹0 Cr. The expense ratio of the fund is N/A%, and its benchmark is BSE 500. The current exit load of the fund is Nil. In the last 1M months, Sundaram Long Term Tax Advantage Fund - Series V Growth has delivered 0.00% returns.

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

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.000.217.41
6M0.001.6624.27
1Y0.005.0278.49
3Y0.0014.39130.26

Portfolio Analysis

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About Fund Sundaram Long Term Tax Advantage Fund - Series V Growth

Sundaram Long Term Tax Advantage Fund - Series V Growth managed by Sundaram Mutual Fund,is a Equity - ELSSscheme with Assets Under Management of ₹0 Crore. The fund benchmarks its performance against the BSE 500 while maintaining an expense ratio of . Under the expert guidance of S Krishnakumar ,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

S Krishnakumar

Mr. Krishnakumar holds BE, PGDBA (Financial & Portfolio Management) He has worked for 20 years of which the latest eleven years relate to the equity markets. Before joining Sundaram BNP Paribas AMC, he was Vice President (Research) at Anush Shares & Securities.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Nippon India Equity Linked Saving Fund - Series 1 Growth0124.53 CR2.3
ICICI Prudential R.I.G.H.T. Fund Growth041.44 CR1.41
SBI Tax Advantage Fund - Series II Growth042.27 CR1.46
Fund Name1Y3Y
This FundNippon India Equity Linked Saving Fund - Series 1 Growth
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 V Growth FAQs

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

Sundaram Long Term Tax Advantage Fund - Series V Growth’s fund performance is as follows:
  • 1 Month : %
  • 6 Months : %
  • 1 Year : %
  • 3 Years : %
Returns of Sundaram Long Term Tax Advantage Fund - Series V Growth are updated daily based on NAV of ₹ as on undefined NaN,NaN. Since inception, the return has been 0.00%.

You can invest in Sundaram Long Term Tax Advantage Fund - Series V 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 V Growth is ₹0 crore. It changes based on market performance, inflows, and outflows.

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