Sundaram Long Term Tax Advantage Fund Series II Regular Growth
- ELSS (Tax Savings)
- Equity
- Very High Risk
Explore On
Rating:
Key Metrics
Aum
₹13.02 Cr
Expense Ratio
1.38%
Exit Load
0.00%
Min. Investment
₹500.00
Min. SIP
₹0.00
Launch Date
21 Mar 2016
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -0.27% | -- |
| 3 Months | -0.11% | -- |
| 6 Months | +13.21% | -- |
| 1 Year | -1.94% | -1.94% |
| 2 Years | -- | +14.17% |
| 3 Years | +46.23% | +13.51% |
| 5 Years | +135.77% | +18.71% |
| Since Launch | +254.42% | +14.32% |
Holdings as on 15 May 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| ICICI Bank | 1.21 | 9.20 |
| HDFC Bank | 1.12 | 8.55 |
| State Bank of India | 1.09 | 8.32 |
| Reliance Industries | 0.98 | 7.43 |
| Bharti Airtel | 0.81 | 6.17 |
| Treps | 0.77 | 5.87 |
| Larsen & Toubro Ltd | 0.76 | 5.79 |
| Infosys | 0.65 | 4.96 |
| UltraTech Cement | 0.54 | 4.11 |
| AXIS Bank Ltd | 0.51 | 3.83 |
Morning Star Rating
Rating:
Risk
Return
Risk & Volitility
0.68
Sharpe Ratio
12.04%
Std. Deviation
2.83%
Tracking Error
-0.83%
Alpha
1.00
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|
Results are calculated on CAGR basis
About Fund
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 II Regular Growth has an AUM of 13.02 crores & has delivered CAGR of 18.71 in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 1.38%. The minimum investment in Sundaram Long Term Tax Advantage Fund Series II 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 fund has a present cash holding of %. The top holdings of the fund include ICICI Bank, HDFC Bank, State Bank of India, Reliance Industries.
The major sectors where the fund is invested are Regional Banks, Oil & Gas Operations, Software & Programming, Communications Services.
Sundaram Long Term Tax Advantage Fund Series II Regular Growth has a sharpe ratio of 0.68 & a standard deviation of 12.04%.
FAQs
According to the morning star rating Sundaram Long Term Tax Advantage Fund Series II Regular Growth has a Medium risk & Exceptional return.
Sundaram Long Term Tax Advantage Fund Series II Regular Growth is managed by Rohit Seksaria.
The expense ratio of Sundaram Long Term Tax Advantage Fund Series II Regular Growth is 1.38%.
The 5 year annualized return on Sundaram Long Term Tax Advantage Fund Series II Regular Growth is 18.71% & it has generated -1.94% in the last 1 year.
The minimum investment in Sundaram Long Term Tax Advantage Fund Series II Regular Growth is 500 Rs.
Sundaram Long Term Tax Advantage Fund Series II Regular Growth has an AUM of 13.02 crores.
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