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Equity Scheme - ELSS

Sundaram Long Term Tax Advantage Fund Series I (10 years)

Direct plan · Growth · Sundaram Mutual Fund

Risk: Very High Risk
₹31.7125 NAV as of 26 Mar 2025 +0.01% day change
ISININF903J014A9
Scheme Code133324
StructureClose Ended Schemes
Fund HouseSundaram Asset Management Company Ltd
AUM (avg. January - March 2020)₹0.39 Cr
Expense Ratio (as of 11 Oct 2026)1.01%
Min. Investment₹5,000
Inception Date18 Dec 2014
BenchmarkS&P BSE 500 TRI · S&P BSE 500 TRI
NFO Period18 Dec 2014 – 20 Mar 2015

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NAV history isn’t available yet for this scheme.

AUM Trend (₹ Cr, quarterly average)

Expense Ratio Trend

Portfolio

Market Cap Split

  • Large Cap0.00%
  • Mid Cap0.00%
  • Small Cap0.00%
  • Others0.00%
Top 5 Stocks0.00%
Top 10 Stocks0.00%
Top 3 Sectors0.00%

Other funds in Equity Scheme - ELSS

SchemePlanNAV
Aditya Birla Sun Life ELSS Tax Saver Fund Direct Plan · GROWTH ₹65.0200
Axis ELSS- Tax Saver Fund Direct Plan · Growth Option ₹105.0868
BANDHAN ELSS - Tax Saver Fund Direct Plan · Growth ₹171.6530
BANK OF INDIA ELSS TAX SAVER FUND Direct Plan · Growth ₹187.0500
BANK OF INDIA MID CAP TAX FUND SERIES 1 Direct Plan · Growth ₹30.6600
BANK OF INDIA MID CAP TAX FUND Series 2 Direct Plan · Growth ₹35.2900

About This Scheme

Investment 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

Stated Asset Allocation

" Minimum Maximum Risk Profile Equity & Equity related securities* 80% 100% High; Fixed Income and money Low to market securities 0% 20% Medium"

Exit Load

Nil

Fund Managers

FM1 - Mr. Rohit Seksaria; FM2 - Mr. Sudhir Kedia;

Comanage

Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. Data is sourced from AMFI and fund houses via FinAPI and may lag official figures.

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