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

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  • (-0.21%)Nav, as on 30-04-2025

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Fund Overview Growth | Regular Plan

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  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

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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 Regular Plan - Growth 3.93 5.19 6.72 14.54 23.40 14.68
BSE 500 3.16 3.34 4.52 13.70 22.17 14.45

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 Regular Plan - Growth Mar 21, 2016 6.72 14.54 23.40 1.38 12.29
Axis ELSS Tax Saver Fund - Regular Plan - Growth Dec 29, 2009 Unrated 8.12 11.33 17.39 1.53 34,176.50
SBI Long Term Equity Fund - REGULAR PLAN- GROWTH Mar 31, 1993 7.53 24.39 28.95 1.60 27,730.33
Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth Dec 28, 2015 7.84 14.96 24.34 1.58 23,945.24
DSP ELSS Tax Saver Fund - Regular Plan - Growth Jan 18, 2007 14.06 19.52 26.84 1.65 16,217.91
HDFC ELSS Tax saver-Growth Plan Mar 31, 1996 13.12 22.75 28.05 1.66 15,555.71

Fund Holdings as on 31-March-2025

  • HDFC Bank Ltd

  • ICICI Bank Ltd

  • State Bank of India

  • Reliance Industries Ltd

  • Infosys Ltd

  • Bharti Airtel Ltd

  • Larsen & Toubro Ltd

  • Ultratech Cement Ltd

  • Axis Bank Ltd

  • TREPS

  • Tata Motors Ltd

  • Hindustan Petroleum Corporation Ltd

  • Jindal Steel & Power Ltd

  • Coromandel International Ltd

  • ITC Ltd

  • Titan Company Ltd

  • HCL Technologies Ltd

  • Tata Consultancy Services Ltd

  • Navin Fluorine International Ltd

  • Bank of Baroda

  • Bharat Petroleum Corporation Ltd

  • Schaeffler India Ltd

  • Hindalco Industries Ltd

  • SBI Life Insurance Company Ltd

  • Cipla Ltd

  • TATA Consumer Products Ltd

  • Kotak Mahindra Bank Ltd

  • Birla Corporation Ltd

  • Hindustan UniLever Ltd

  • Container Corporation of India Ltd

  • Wipro Ltd

  • IndusInd Bank Ltd

  • Bharti Airtel Ltd - Partly Paid Right Shares

  • ITC Hotels Ltd

  • Cash and Other Net Current Assets

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  • Bank - Private

  • Refineries

  • IT - Software

  • Bank - Public

  • Telecommunication - Service Provider

  • Engineering - Construction

  • Cement & Construction Materials

  • Miscellaneous

  • Automobiles-Trucks/Lcv

  • Steel/Sponge Iron/Pig Iron

  • Fertilizers

  • Cigarettes/Tobacco

  • Diamond & Jewellery

  • Chemicals

  • Bearings

  • Metal - Non Ferrous

  • Insurance

  • Pharmaceuticals & Drugs

  • Tea/Coffee

  • Household & Personal Products

  • Logistics

  • Hotel, Resort & Restaurants

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  • Cash

  • Equity

  • Rights

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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 ₹12.29 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 ₹-0.07(-0.21%)yesterday to ₹34.7628.

Among its top 3 holdings the fund has exposure to HDFC Bank Ltd, and

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

Fund House Contact

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

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