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Sundaram LT Tax Adv Fund-Sr II

Growth
34.710.59% (-0.20)

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Sundaram LT Tax Adv Fund-Sr II

Growth
EquityEquity Linked Savings Scheme (ELSS)
Small-size FundAssets Under Mgmt: ₹ 12 Cr
Very High RiskPrinciple investment will be at very high risk
34.710.59% (-0.20)

Price Chart

High
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Returns
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
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1M
6M
1Y
3Y
5Y
Max
SIP

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EquityEquity Linked Savings Scheme (ELSS)
Small-size FundAssets Under Mgmt: ₹ 12 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
1.1714.770.51
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.4315.320.77

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth3 yrs—
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Not allowedNot allowed
BenchmarkBenchmark
BSE 500

About Equity Linked Savings Scheme (ELSS)

Equity Linked Savings Scheme or ELSS are the equity funds that invest majorly in equity or equity-related instruments. They offer the tax benefits under the new Section 80C of the Income Tax Act 1961.

Peers & Comparison

Comparing 3 mutual funds from 
EquityEquity Linked Savings Scheme (ELSS)

Returns

Scheme

Ratios

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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Sundaram LT Tax Adv Fund-Sr II11.12%12.35%15.17%
Axis ELSS Tax Saver Fund15.12%6.85%17.33%
SBI Long Term Equity Fund24.05%22.92%17.06%
Mirae Asset ELSS Tax Saver Fund13.87%13.01%19.72%

Price Comparison

Compare Sundaram LT Tax Adv Fund-Sr II with any MF, ETF, stock or index
Compare Sundaram LT Tax Adv Fund-Sr II with any MF, ETF, stock or index
Sundaram LT Tax Adv Fund-Sr II
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Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Dec 2024

ACTUAL
RightsCash & EquivalentsEquity0.31%3.30%96.39%

Mar 2024

Jun 2024

Sep 2024

Dec 2024

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Sector Distribution

+16 moreConstruction & EngineeringPublic BanksOil & Gas - Refining & MarketingIT Services & ConsultingPrivate Banks33.35 %8.94 %9.23 %11.46 %13.25 %23.77 %

Mar 2024

Jun 2024

Sep 2024

Dec 2024

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Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Dec 2424.60%24.64%22.63%23.93%23.50%23.77%
Private Banks as a % of total holdings for last six quarters
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Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change
  • ICICI Bank Ltd
    ICICIBANK
    3M change : 0.20 %

    Holdings

    9.51 %

    0.20 %
  • HDFC Bank Ltd
    HDFCBANK
    3M change : 0.54 %

    Holdings

    9.39 %

    0.54 %
  • Infosys Ltd
    INFY
    3M change : 0.62 %

    Holdings

    8.12 %

    0.62 %

AMC Profile

Sundaram Asset Management Company Limited is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited (SFL).

  • No.of Schemes

    40

  • Total AUM

    ₹ 68,044.40 Cr.

Fund Manager Profile

Rohit Seksaria

AUM:  ₹15,680.43 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: —

Sudhir Kedia

AUM:  ₹9,045.71 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: —

Manager Performance (0)

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Tax Implications

Invested period > 3 year

Gains are treated as long-term capital gains and taxed at 10%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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