Sundaram Long Term Tax Advantage Fund Series I Regular Growth

• Alpha -1.30%
• Beta 1.01
• Sharpe Ratio0.61
• Std Deviation 12.56%
• Tracking Error 2.73%

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.

The Sundaram Long Term Tax Advantage Fund Series I Regular Growth has an AUM of 19.93 crores & has delivered CAGR of 18.88% in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 1.42%. The minimum investment in Sundaram Long Term Tax Advantage Fund Series I Regular Growth is Rs 500 and the minimum SIP is Rs 0.

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

The top holdings of the fund include ICICI Bank, HDFC Bank, Reliance Industries & Infosys.

The major sectors where the fund is invested are Regional Banks, Software & Programming, Oil & Gas Operations & Communications Services.

Some of the similar funds are Sundaram Long Term Tax Advantage Fund Series III Regular Growth, Sundaram Long Term Tax Advantage Fund Series IV Regular Growth, Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular Growth, Sundaram Long Term Tax Advantage Fund Series II Regular Growth, Sundaram Long Term Tax Advantage Fund Series I Regular Growth. Sundaram Long Term Tax Advantage Fund Series I Regular Growth has a sharpe ratio of 0.61 & a standard deviation of 12.56%.