Sundaram Long Term Tax Advantage Fund Series Ii Regular Plan Idcw

24.16
NAV (Mar 27,2024)

The Sundaram Long Term Tax Advantage Fund - Series II - Regular Plan - IDCW is a tax-saving mutual fund scheme that offers investors the opportunity to save on taxes while growing their wealth over the long term. With a minimum investment of ₹500, this fund aims to provide capital appreciation by investing in a diversified portfolio of equities. Established on March 21, 2016, this fund has an expense ratio of 1.38% and has a lock-in period of 3 years. The Price to Earnings (PE) ratio is 33.66 and the Price to Book (PB) ratio is 5.38, indicating the fund's valuation and growth potential. The scheme has an AUM of ₹12.38 crore.

Sundaram Long Term Tax Advantage Fund Series Ii Regular Plan Idcw Latest Trend

  • 1M
  • 2M
  • 3M

Sundaram Long Term Tax Advantage Fund Series Ii Regular Plan Idcw Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    33.66
  • P/B Ratio
    UM_URBAN_MONEY

    5.38
  • Alpha
    UM_URBAN_MONEY

    -0.02
  • Beta
    UM_URBAN_MONEY

    0.98
  • Sharpe
    UM_URBAN_MONEY

    0.12
  • Sortino
    UM_URBAN_MONEY

    0.22

Fund Overview

Expense ratio
UM_URBAN_MONEY

1.38%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

12.38 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 Mar 28, 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 %)

10,392.21 (3.92%)11,420.74 (14.21%)13,245.69 (32.46%)16,519.63 (65.20%)21,624.92 (116.25%)
31,176.63 (3.92%)34,262.22 (14.21%)39,737.07 (32.46%)49,558.89 (65.20%)64,874.76 (116.25%)
51,961.05 (3.92%)57,103.7 (14.21%)66,228.45 (32.46%)82,598.15 (65.20%)1,08,124.6 (116.25%)
83,137.68 (3.92%)91,365.92 (14.21%)1,05,965.52 (32.46%)1,32,157.04 (65.20%)1,72,999.36 (116.25%)
1,03,922.1 (3.92%)1,14,207.4 (14.21%)1,32,456.9 (32.46%)1,65,196.3 (65.20%)2,16,249.2 (116.25%)

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 Ltd9.58%
  • ICICI Bank Ltd9.07%
  • Reliance Industries Ltd7.28%
  • Infosys Ltd7.20%
  • State Bank of India6.47%
  • Larsen & Toubro Ltd5.37%
  • TREPS3.85%
  • Ultratech Cement Ltd3.82%
  • Bharti Airtel Ltd3.81%
  • Axis Bank Ltd3.43%
  • Tata Motors Ltd3.40%
  • Titan Company Ltd2.85%
  • ITC Ltd2.72%
  • Jindal Steel & Power Ltd2.30%
  • SBI Life Insurance Company Ltd2.15%
  • Hindustan Petroleum Corporation Ltd2.09%
  • Coromandel International Ltd2.08%
  • Tata Consultancy Services Ltd2.01%
  • HCL Technologies Ltd1.96%
  • Bank of Baroda1.89%
  • Navin Fluorine International Ltd1.64%
  • Schaeffler India Ltd1.52%
  • Hindalco Industries Ltd1.48%
  • Birla Corporation Ltd1.47%
  • Bharat Petroleum Corporation Ltd1.45%
  • Healthcare Global Enterprises Ltd1.43%
  • IndusInd Bank Ltd1.36%
  • TATA Consumer Products Ltd1.35%
  • Cipla Ltd1.22%
  • Kotak Mahindra Bank Ltd1.20%
  • Hindustan UniLever Ltd1.11%
  • Container Corporation of India Ltd1.11%
  • Wipro Ltd0.63%
  • Bharti Airtel Ltd Partly Paid Right Shares0.17%
  • Cash and Other Net Current Assets-0.45%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

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

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

ELSS

Very High

26.14%

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

ELSS

Very High

25.66%

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

ELSS

Very High

20.29%

HDFC ELSS Tax saver - GrowthHDFC ELSS Tax saver - Growth

ELSS

Very High

20.22%

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

ELSS

Very High

19.22%

Samco ELSS Tax Saver Fund - Regular Plan - GrowthSamco ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

19.21%

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

ELSS

Very High

14.99%

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

ELSS

Very High

13.78%

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

ELSS

Very High

10.83%

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

ELSS

Very High

10.58%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

JM ELSS Tax Saver Fund - GrowthJM ELSS Tax Saver Fund - Growth

ELSS

Very High

40.30%

Taurus ELSS Tax Saver Fund - Regular Plan - GrowthTaurus ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

37.02%

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

ELSS

Very High

36.91%

Quantum ELSS Tax Saver Fund - Growth - Direct PlanQuantum ELSS Tax Saver Fund - Growth - Direct Plan

ELSS

Very High

33.25%

ICICI Prudential ELSS Tax Saver Fund - GrowthICICI Prudential ELSS Tax Saver Fund - Growth

ELSS

Very High

29.86%

Kotak ELSS Tax Saver Fund - GrowthKotak ELSS Tax Saver Fund - Growth

ELSS

Very High

29.69%

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

ELSS

Very High

28.58%

UTI ELSS Tax Saver Fund - Regular Plan - IDCWUTI ELSS Tax Saver Fund - Regular Plan - IDCW

ELSS

Very High

27.61%

PGIM India ELSS Tax Saver Fund - Regular Plan - GrowthPGIM India ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

20.63%

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

ELSS

Very High

-4.17%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

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

ELSS

Very High

26.38%

HDFC ELSS Tax saver - GrowthHDFC ELSS Tax saver - Growth

ELSS

Very High

25.61%

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

ELSS

Very High

24.51%

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

ELSS

Very High

22.42%

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

ELSS

Very High

21.00%

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

ELSS

Very High

18.02%

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

ELSS

Very High

17.93%

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

ELSS

Very High

16.25%

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

30.39%

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

ELSS

Very High

20.35%

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

ELSS

Very High

19.45%

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

ELSS

Very High

17.35%

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

ELSS

Very High

16.93%

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

ELSS

Very High

16.82%

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

ELSS

Very High

16.76%

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

ELSS

Very High

14.49%

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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