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

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

Very HighEquityTax Saving

Scheme Details

1.2%

Expense Ratio

₹13 cr

Fund Size

₹500

Minimum Lumpsum

₹-

Minimum SIP

Performance

1y

3y

5y

All

Annualized Returns

28.17%

18.45%

18.03%

15.34%

Benchmark Returns

-

-

-

-

Rank Within Category

-

-

-

-

Peer Comparison

Fund Name

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

Sundaram Emerging Small Cap Series III - Dir (G)

Sundaram Emerging Small Cap Series II - Dir (G)

Aditya Birla SL PSU Equity Fund - Direct (G)

SBI PSU Fund - Direct (G)

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