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

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Fund Overview Growth | Regular Plan

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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 I Regular Plan - Growth 0.36 -1.25 7.54 13.53 27.79 11.96
BSE 500 5.10 -4.15 6.76 13.15 25.90 14.40

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 I Regular Plan - Growth Mar 26, 2015 7.54 13.53 27.79 1.44 19.18
Axis ELSS Tax Saver Fund - Regular Plan - Growth Dec 29, 2009 Unrated 10.19 10.28 20.69 1.56 32,174.34
SBI Long Term Equity Fund - REGULAR PLAN- GROWTH Mar 31, 1993 12.63 24.28 34.04 1.60 25,723.50
Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth Dec 28, 2015 10.74 14.19 29.33 1.57 22,411.17
DSP ELSS Tax Saver Fund - Regular Plan - Growth Jan 18, 2007 18.69 18.73 31.26 1.65 14,981.09
HDFC ELSS Tax saver-Growth Plan Mar 31, 1996 14.27 22.23 32.59 1.67 14,671.37

Fund Holdings as on 28-February-2025

  • TREPS

  • Cash and Other Net Current Assets

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  • Miscellaneous

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  • Cash

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About Sundaram Long Term Tax Advantage Fund Series-I

Scheme Analysis

Sundaram Long Term Tax Advantage Fund Series-I is a Equity - ELSS fund and belongs to Sundaram Mutual Fund. It was launched on 26-Mar-2015 and currently has an AUM of ₹19.18 crore. Sundaram Long Term Tax Advantage Fund Series-I is benchmarked against BSE 500 as primary index.

The NAV of Sundaram Long Term Tax Advantage Fund Series-I ended up ₹0(0.01%)yesterday to ₹30.9624.

Among its top 3 holdings the fund has exposure to TREPS, Cash and Other Net Current Assets and

The Sundaram Long Term Tax Advantage Fund Series-I 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