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- Sundaram Long Term Tax Advantage Fund Series I Regular Plan Growth
Sundaram Long Term Tax Advantage Fund Series I Regular Plan Growth
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 Ratio35.77
- P/B Ratio5.46
- Alpha-0.02
- Beta0.96
- Sharpe0.13
- Sortino0.23
Fund Overview
1.42%
0%
No Lock-in
₹ 19.24 Cr
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 %) |
---|---|---|---|---|---|
₹ 10,000 | ₹ 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%) |
₹ 30,000 | ₹ 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%) |
₹ 50,000 | ₹ 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%) |
₹ 80,000 | ₹ 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%) |
₹ 1,00,000 | ₹ 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
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%
- Bank - Private24.43%
- Refineries10.47%
- IT - Software10.45%
- Bank - Public7.54%
- Miscellaneous4.16%
- Diamond & Jewellery2.71%
- Fertilizers2.60%
- Cigarettes/Tobacco2.43%
- Chemicals2.41%
- Insurance2.38%
- Bearings2.06%
- Diversified1.40%
- Tea/Coffee1.28%
- Logistics1.10%
- Metal - Non Ferrous0.73%
Holdings Analysis
Peer Comparison
Pick your choice with our quick comparitive analysis
- 6M
- 1Y
- 3Y
- 5Y
Mutual Fund Schemes | Category | Risk | Absolute Return (6M) |
Bank of India ELSS Tax Saver - Regular Plan - Growth | ELSS | Very High | 26.44% |
Franklin India ELSS Tax Saver Fund - Growth | ELSS | Very High | 20.92% |
Baroda BNP Paribas ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 20.50% |
HSBC Tax Saver Equity Fund - Growth | ELSS | Very High | 19.89% |
Nippon India ELSS Tax Saver Fund - Growth | ELSS | Very High | 17.06% |
Union ELSS Tax Saver Fund - Growth | ELSS | Very High | 15.88% |
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth | ELSS | Very High | 15.04% |
Canara Robeco ELSS Tax Saver - Regular Plan - IDCW | ELSS | Very High | 14.37% |
LIC MF ELSS Tax Saver - Regular Plan - Growth | ELSS | Very High | 10.58% |
Aditya Birla Sun Life Tax Plan - IDCW | ELSS | Very High | -0.81% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Quant ELSS Tax Saver Fund - Growth | ELSS | Very High | 60.08% |
ITI ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 46.21% |
WhiteOak Capital ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 42.03% |
Invesco India ELSS Tax Saver Fund - Growth | ELSS | Very High | 39.50% |
DSP ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 36.54% |
Shriram ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 36.28% |
HSBC Tax Saver Equity Fund - Growth | ELSS | Very High | 35.55% |
Mirae Asset ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 31.85% |
Mahindra Manulife ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 30.66% |
Tata ELSS Tax Saver Fund - Regular Plan - IDCW Pay | ELSS | Very High | 28.69% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Quant ELSS Tax Saver Fund - Growth | ELSS | Very High | 30.81% |
SBI Long Term Equity Fund - Regular Plan - IDCW | ELSS | Very High | 27.61% |
HDFC ELSS Tax saver - Growth | ELSS | Very High | 25.61% |
Parag Parikh ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 22.42% |
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 22.02% |
IDBI Equity Advantage Fund - Regular Plan - Growth | ELSS | Very High | 21.00% |
Groww ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 15.77% |
Navi ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 15.56% |
LIC MF ELSS Tax Saver - Regular Plan - Growth | ELSS | Very High | 14.86% |
Axis ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 9.77% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Quant ELSS Tax Saver Fund - Growth | ELSS | Very High | 31.09% |
DSP ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 20.35% |
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 19.68% |
Mirae Asset ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 19.45% |
Union ELSS Tax Saver Fund - Growth | ELSS | Very High | 19.17% |
Mahindra Manulife ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 17.35% |
Invesco India ELSS Tax Saver Fund - Growth | ELSS | Very High | 16.82% |
Shriram ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 14.15% |
Groww ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 14.07% |
Navi ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 13.66% |
Fund Managers
Mr. Rohit Seksaria
Mr. Sudhir KediaFund Manager
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Sundaram Long Term Tax Advantage Fund - Series I - Regular Plan - Growth
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Sundaram Long Term Tax Advantage Fund - Series I - Regular Plan - Growth
Sundaram Long Term Tax Advantage Fund - Series I - Regular Plan - Growth
Sundaram Long Term Tax Advantage Fund - Series I - Regular Plan - Growth
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