Sundaram Long Term Tax Advantage Fund Series-II - Growth - Direct Plan

Other Plans and Options
  • (-1%)Nav, as on 27-02-2026

  • Previous Nav

  • Net Change on 27-02-2026

  • PersonalFN Rating

  • Category

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

The investment objective of the scheme is to generate capital appreciation over a period of ten years by investing predominantly in equity and equity-related instruments of companies along with income tax benefit. However, there is no guarantee or assurance that the investment objective of the scheme will be achieved.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Sundaram Long Term Tax Advantage Fund Series II Direct Plan - Growth 1.32 -0.42 18.77 16.44 14.87 14.68
BSE 500 N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Sundaram Long Term Tax Advantage Fund Series II Direct Plan - Growth Mar 21, 2016 18.77 16.44 14.87 1.17 13.10
Axis ELSS Tax Saver Fund - Direct Plan - Growth Option Jan 01, 2013 Unrated 12.42 16.72 10.60 0.81 32,930.15
SBI ELSS Tax Saver Fund - DIRECT PLAN -GROWTH Jan 01, 2013 13.60 24.83 20.48 0.89 31,861.52
Mirae Asset ELSS Tax Saver Fund - Direct Plan - Growth Dec 28, 2015 18.65 19.00 15.83 0.58 26,111.95
DSP ELSS Tax Saver Fund - Direct Plan - Growth Jan 01, 2013 16.66 21.96 18.26 0.74 17,223.17
HDFC ELSS Tax saver -Direct Plan - Growth Option Jan 01, 2013 14.81 22.11 20.30 1.08 16,749.21

Fund Holdings as on 31-January-2026

  • State Bank of India

  • ICICI Bank Ltd

  • HDFC Bank Ltd

  • Reliance Industries Ltd

  • Bharti Airtel Ltd

  • Infosys Ltd

  • Larsen & Toubro Ltd

  • Ultratech Cement Ltd

  • Axis Bank Ltd

  • Jindal Steel & Power Ltd

  • Hindustan Petroleum Corporation Ltd

  • TREPS

  • Coromandel International Ltd

  • Titan Company Ltd

  • Bank of Baroda

  • Bharat Petroleum Corporation Ltd

  • HCL Technologies Ltd

  • ITC Ltd

  • SBI Life Insurance Company Ltd

  • TATA Motors Ltd

  • Schaeffler India Ltd

  • Tata Consultancy Services Ltd

  • TATA Consumer Products Ltd

  • Tata Motors Passenger Vehicles Ltd

  • Cipla Ltd

  • Kotak Mahindra Bank Ltd

  • Birla Corporation Ltd

  • Hindustan UniLever Ltd

  • Navin Fluorine International Ltd

  • Container Corporation of India Ltd

  • IndusInd Bank Ltd

  • Wipro Ltd

  • Cash and Other Net Current Assets

  • Kwality Wall’s (India) Ltd

View More

  • Bank - Private

  • Refineries

  • Bank - Public

  • IT - Software

  • Telecommunication - Service Provider

  • Engineering - Construction

  • Cement & Construction Materials

  • Steel/Sponge Iron/Pig Iron

  • Miscellaneous

  • Fertilizers

  • Diamond & Jewellery

  • Cigarettes/Tobacco

  • Insurance

  • Automobiles-Trucks/Lcv

  • Bearings

  • Tea/Coffee

  • Automobiles - Passenger Cars

  • Pharmaceuticals & Drugs

  • Household & Personal Products

  • Chemicals

  • Logistics

  • Consumer Food

  • Unspecified

View More

  • Cash

  • Equity

View More

About Sundaram Long Term Tax Advantage Fund Series-II

Scheme Analysis

Sundaram Long Term Tax Advantage Fund Series-II is a Equity - ELSS fund and belongs to Sundaram Mutual Fund. It was launched on 21-Mar-2016 and currently has an AUM of ₹13.10 crore. Sundaram Long Term Tax Advantage Fund Series-II is benchmarked against BSE 500 as primary index.

The NAV of Sundaram Long Term Tax Advantage Fund Series-II ended down ₹-0.39(-1%)yesterday to ₹39.0517.

Among its top 3 holdings the fund has exposure to State Bank of India, and

The Sundaram Long Term Tax Advantage Fund Series-II is managed by Rohit Seksaria .

Fund House Contact

Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

+91 (22) 28583362/3367
+91 (22) 22858 3156