Sundaram Long Term Tax Advantage Fund Series I Regular Plan Growth

28.72
NAV (Apr 18,2024)

Invest in Sundaram Long Term Tax Advantage Fund - Series I-Regular Plan-Growth and enjoy the benefits of long-term tax savings. This fund has an attractive expense ratio of 1.42% and a low lock-in period of just 3 years. With a minimum investment of INR 500, you can start building your wealth with a well-established fund that was established on 26th March 2015. Take advantage of the fund's PE ratio of 35.77 and PB ratio of 5.46 to potentially grow your investments.

Sundaram Long Term Tax Advantage Fund Series I Regular Plan Growth Latest Trend

  • 1M
  • 2M
  • 3M

Sundaram Long Term Tax Advantage Fund Series I Regular Plan Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    35.77
  • P/B Ratio
    UM_URBAN_MONEY

    5.46
  • Alpha
    UM_URBAN_MONEY

    -0.02
  • Beta
    UM_URBAN_MONEY

    0.96
  • Sharpe
    UM_URBAN_MONEY

    0.13
  • Sortino
    UM_URBAN_MONEY

    0.23

Fund Overview

Expense ratio
UM_URBAN_MONEY

1.42%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

19.24 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹500.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Apr 19, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

10,128.35 (1.28%)11,338.03 (13.38%)12,619.38 (26.19%)16,525.9 (65.26%)20,823.45 (108.23%)
30,385.05 (1.28%)34,014.09 (13.38%)37,858.14 (26.19%)49,577.7 (65.26%)62,470.35 (108.23%)
50,641.75 (1.28%)56,690.15 (13.38%)63,096.9 (26.19%)82,629.5 (65.26%)1,04,117.25 (108.23%)
81,026.8 (1.28%)90,704.24 (13.38%)1,00,955.04 (26.19%)1,32,207.2 (65.26%)1,66,587.6 (108.23%)
1,01,283.5 (1.28%)1,13,380.3 (13.38%)1,26,193.8 (26.19%)1,65,259 (65.26%)2,08,234.5 (108.23%)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • HDFC Bank Ltd9.06%
  • ICICI Bank Ltd8.91%
  • Reliance Industries Ltd7.53%
  • Infosys Ltd6.65%
  • State Bank of India5.38%
  • Larsen & Toubro Ltd4.45%
  • TREPS4.43%
  • Ultratech Cement Ltd4.07%
  • Axis Bank Ltd3.95%
  • Bharti Airtel Ltd3.62%
  • Titan Company Ltd2.71%
  • Tata Motors Ltd2.64%
  • Coromandel International Ltd2.60%
  • Healthcare Global Enterprises Ltd2.54%
  • ITC Ltd2.43%
  • Navin Fluorine International Ltd2.41%
  • SBI Life Insurance Company Ltd2.38%
  • Jindal Steel & Power Ltd2.33%
  • Bank of Baroda2.16%
  • Schaeffler India Ltd2.06%
  • HCL Technologies Ltd1.95%
  • Tata Consultancy Services Ltd1.85%
  • Sun Pharmaceutical Industries Ltd1.73%
  • Hindustan Petroleum Corporation Ltd1.55%
  • Birla Corporation Ltd1.40%
  • Bharat Petroleum Corporation Ltd1.38%
  • IndusInd Bank Ltd1.29%
  • TATA Consumer Products Ltd1.28%
  • Kotak Mahindra Bank Ltd1.23%
  • Cipla Ltd1.17%
  • Container Corporation of India Ltd1.10%
  • Hindustan UniLever Ltd1.09%
  • Hindalco Industries Ltd0.73%
  • Bharti Airtel Ltd Partly Paid Right Shares0.16%
  • Cash and Other Net Current Assets-0.26%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

Bank of India ELSS Tax Saver - Regular Plan - GrowthBank of India ELSS Tax Saver - Regular Plan - Growth

ELSS

Very High

26.44%

Franklin India ELSS Tax Saver Fund - GrowthFranklin India ELSS Tax Saver Fund - Growth

ELSS

Very High

20.92%

Baroda BNP Paribas ELSS Tax Saver Fund - Regular Plan - GrowthBaroda BNP Paribas ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

20.50%

HSBC Tax Saver Equity Fund - GrowthHSBC Tax Saver Equity Fund - Growth

ELSS

Very High

19.89%

Nippon India ELSS Tax Saver Fund - GrowthNippon India ELSS Tax Saver Fund - Growth

ELSS

Very High

17.06%

Union ELSS Tax Saver Fund - GrowthUnion ELSS Tax Saver Fund - Growth

ELSS

Very High

15.88%

Edelweiss ELSS Tax saver Fund - Regular Plan - GrowthEdelweiss ELSS Tax saver Fund - Regular Plan - Growth

ELSS

Very High

15.04%

Canara Robeco ELSS Tax Saver - Regular Plan - IDCWCanara Robeco ELSS Tax Saver - Regular Plan - IDCW

ELSS

Very High

14.37%

LIC MF ELSS Tax Saver - Regular Plan - GrowthLIC MF ELSS Tax Saver - Regular Plan - Growth

ELSS

Very High

10.58%

Aditya Birla Sun Life Tax Plan - IDCWAditya Birla Sun Life Tax Plan - IDCW

ELSS

Very High

-0.81%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant ELSS Tax Saver Fund - GrowthQuant ELSS Tax Saver Fund - Growth

ELSS

Very High

60.08%

ITI ELSS Tax Saver Fund - Regular Plan - GrowthITI ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

46.21%

WhiteOak Capital ELSS Tax Saver Fund - Regular Plan - GrowthWhiteOak Capital ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

42.03%

Invesco India ELSS Tax Saver Fund - GrowthInvesco India ELSS Tax Saver Fund - Growth

ELSS

Very High

39.50%

DSP ELSS Tax Saver Fund - Regular Plan - GrowthDSP ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

36.54%

Shriram ELSS Tax Saver Fund - Regular Plan - GrowthShriram ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

36.28%

HSBC Tax Saver Equity Fund - GrowthHSBC Tax Saver Equity Fund - Growth

ELSS

Very High

35.55%

Mirae Asset ELSS Tax Saver Fund - Regular Plan - GrowthMirae Asset ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

31.85%

Mahindra Manulife ELSS Tax Saver Fund - Regular Plan - GrowthMahindra Manulife ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

30.66%

Tata ELSS Tax Saver Fund - Regular Plan - IDCW PayTata ELSS Tax Saver Fund - Regular Plan - IDCW Pay

ELSS

Very High

28.69%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant ELSS Tax Saver Fund - GrowthQuant ELSS Tax Saver Fund - Growth

ELSS

Very High

30.81%

SBI Long Term Equity Fund - Regular Plan - IDCWSBI Long Term Equity Fund - Regular Plan - IDCW

ELSS

Very High

27.61%

HDFC ELSS Tax saver - GrowthHDFC ELSS Tax saver - Growth

ELSS

Very High

25.61%

Parag Parikh ELSS Tax Saver Fund - Regular Plan - GrowthParag Parikh ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

22.42%

Motilal Oswal ELSS Tax Saver Fund - Regular Plan - GrowthMotilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

22.02%

IDBI Equity Advantage Fund - Regular Plan - GrowthIDBI Equity Advantage Fund - Regular Plan - Growth

ELSS

Very High

21.00%

Groww ELSS Tax Saver Fund - Regular Plan - GrowthGroww ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

15.77%

Navi ELSS Tax Saver Fund - Regular Plan - GrowthNavi ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

15.56%

LIC MF ELSS Tax Saver - Regular Plan - GrowthLIC MF ELSS Tax Saver - Regular Plan - Growth

ELSS

Very High

14.86%

Axis ELSS Tax Saver Fund - Regular Plan - GrowthAxis ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

9.77%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant ELSS Tax Saver Fund - GrowthQuant ELSS Tax Saver Fund - Growth

ELSS

Very High

31.09%

DSP ELSS Tax Saver Fund - Regular Plan - GrowthDSP ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

20.35%

Motilal Oswal ELSS Tax Saver Fund - Regular Plan - GrowthMotilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

19.68%

Mirae Asset ELSS Tax Saver Fund - Regular Plan - GrowthMirae Asset ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

19.45%

Union ELSS Tax Saver Fund - GrowthUnion ELSS Tax Saver Fund - Growth

ELSS

Very High

19.17%

Mahindra Manulife ELSS Tax Saver Fund - Regular Plan - GrowthMahindra Manulife ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

17.35%

Invesco India ELSS Tax Saver Fund - GrowthInvesco India ELSS Tax Saver Fund - Growth

ELSS

Very High

16.82%

Shriram ELSS Tax Saver Fund - Regular Plan - GrowthShriram ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

14.15%

Groww ELSS Tax Saver Fund - Regular Plan - GrowthGroww ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

14.07%

Navi ELSS Tax Saver Fund - Regular Plan - GrowthNavi ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

13.66%

Fund Managers

RS

Mr. Rohit Seksaria

SK

Mr. Sudhir KediaFund Manager

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