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Sundaram Long Term Tax Advantage Fund Series I (10 years)
Direct plan · IDCW · Sundaram Mutual Fund
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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%
Other funds in Equity Scheme - ELSS
| Scheme | Plan | NAV |
|---|---|---|
| Aditya Birla Sun Life ELSS Tax Saver Fund | Direct Plan · GROWTH | ₹67.7700 |
| Axis ELSS- Tax Saver Fund | Direct Plan · Growth Option | ₹110.5133 |
| BANDHAN ELSS - Tax Saver Fund | Direct Plan · Growth | ₹178.9270 |
| BANK OF INDIA ELSS TAX SAVER FUND | Direct Plan · Growth | ₹191.5700 |
| BANK OF INDIA MID CAP TAX FUND SERIES 1 | Direct Plan · Growth | ₹30.5400 |
| BANK OF INDIA MID CAP TAX FUND Series 2 | Direct Plan · Growth | ₹35.4800 |
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.