Sundaram Long Term Tax Advantage Fund Series I Regular Growth

• Alpha -1.30%
• Beta 1.01
• Sharpe Ratio1.22
• Std Deviation 13.90%
• 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 17.87 crores & has delivered CAGR of 14.51% 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 Moderate & 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 & Chemical Manufacturing.

Some of the similar funds are Sundaram Long Term Tax Advantage Fund Series IV Regular Growth, SBI Tax Advantage Fund Series III Regular Growth, Sundaram Long Term Tax Advantage Fund Series I Regular Growth, Sundaram Long Term Tax Advantage Fund Series II Regular Growth, Navi ELSS Tax Saver Nifty 50 Index Fund Regular Growth. Sundaram Long Term Tax Advantage Fund Series I Regular Growth has a sharpe ratio of 1.22 & a standard deviation of 13.90%.