Sundaram LT Tax Advantage Fund - Sr.II-Dir (G)

Sundaram LT Tax Advantage Fund - Sr.II-Dir (G)

Moderately HighEquityTax Saving
Not Rated
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Scheme Details

1.2%

Expense Ratio

₹12 cr

Fund Size

₹500

Minimum Lumpsum

₹-

Minimum SIP

Performance

1y
3y
5y
All
Annualized Returns
29.11%
19.18%
16.61%
16.16%
Benchmark Returns
-
-
-
-
Rank Within Category
-
-
-
-

Peer Comparison

Fund Name
Sundaram LT Tax Advantage Fund - Sr.II-Dir (G)
29.11%
A
Aditya Birla SL PSU Equity Fund - Direct (G)
94.28%
S
Sundaram Emerging Small Cap Series III - Dir (G)
16.36%
S
SBI PSU Fund - Direct (G)
91.98%
S
Sundaram Emerging Small Cap Series II - Dir (G)
4.82%

Holdings

Holdings
Sector Wise
Infosys
9.23%
Reliance Industr
8.26%
ICICI Bank
8.05%
HDFC Bank
6.04%
St Bk of India
4.66%

Fund Manager

S
S Bharath