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Sundaram Long Term Tax Advantage Fund Series II Direct Growth
+14.10%
3Y annualised
+0.03% 1D
NAV: 23 Mar '26
₹36.32
Min. for SIP
Not Supported
Fund size (AUM)
₹13.09 Cr
Expense ratio
1.16%
Rating
--
Holdings (30)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| ICICI Bank Ltd. | Financial | Equity | 9.20% |
| HDFC Bank Ltd. | Financial | Equity | 8.55% |
| State Bank of India | Financial | Equity | 8.32% |
| Reliance Industries Ltd. | Energy | Equity | 7.43% |
| Bharti Airtel Ltd. | Communication | Equity | 6.17% |
| Larsen & Toubro Ltd. | Construction | Equity | 5.79% |
| Infosys Ltd. | Technology | Equity | 4.96% |
| Ultratech Cement Ltd. | Construction | Equity | 4.11% |
| Axis Bank Ltd. | Financial | Equity | 3.83% |
| Jindal Steel Ltd. | Metals & Mining | Equity | 3.40% |
| Hindustan Petroleum Corporation Ltd. | Energy | Equity | 3.06% |
| Titan Company Ltd. | Consumer Discretionary | Equity | 2.98% |
| Coromandel International Ltd. | Chemicals | Equity | 2.78% |
| Bank Of Baroda | Financial | Equity | 2.34% |
| Bharat Petroleum Corporation Ltd. | Energy | Equity | 2.21% |
| Schaeffler India Ltd. | Capital Goods | Equity | 1.95% |
| Tata Motors Ltd. | Automobile | Equity | 1.89% |
| SBI Life Insurance Company Ltd. | Insurance | Equity | 1.82% |
| ITC Ltd. | Consumer Staples | Equity | 1.75% |
| HCL Technologies Ltd. | Technology | Equity | 1.65% |
| Tata Motors Passenger Vehicles Ltd. | Automobile | Equity | 1.43% |
| Tata Consumer Products Ltd. | Consumer Staples | Equity | 1.41% |
| Tata Consultancy Services Ltd. | Technology | Equity | 1.24% |
| Cipla Ltd. | Healthcare | Equity | 1.17% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 1.16% |
| Hindustan Unilever Ltd. | Consumer Staples | Equity | 0.92% |
| Birla Corporation Ltd. | Construction | Equity | 0.91% |
| Indusind Bank Ltd. | Financial | Equity | 0.72% |
| Container Corporation Of India Ltd. | Services | Equity | 0.71% |
| Wipro Ltd. | Technology | Equity | 0.48% |
See All
Minimum investments
Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported
Returns and rankings
Annualised returns
Absolute returns
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +14.1% | +13.0% | +13.8% | +13.8% |
| Category average (Equity ELSS) | +18.5% | +21.7% | -- | -- |
| Rank (Equity ELSS) | 12 | 12 | 1 | -- |
Exit load, stamp duty and tax
Exit load
Nil
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
Motilal Oswal ELSS Tax Saver Fund Direct Growth | +6.16% | +22.08% | 4,174.50 | |
SBI ELSS Tax Saver Fund Direct Growth | -3.63% | +19.64% | 32,171.48 | |
WhiteOak Capital ELSS Tax Saver Fund Direct Growth | +0.18% | +18.91% | 438.21 | |
HDFC ELSS Tax Saver Fund Direct Plan Growth | -1.08% | +17.45% | 16,618.14 | |
Parag Parikh ELSS Tax Saver Fund Direct Growth | -4.22% | +13.69% | 5,720.71 | |
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About Sundaram Long Term Tax Advantage Fund Series II Direct Growth
Sundaram Long Term Tax Advantage Fund Series II Direct Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. The fund currently has an Asset Under Management(AUM) of ₹76,017 Cr and the Latest NAV as of 23 Mar 2026 is ₹36.32.
The Sundaram Long Term Tax Advantage Fund Series II Direct Growth is rated Very High risk.
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Investment Objective
The scheme seeks 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.
Fund benchmarkBSE 500 Total Return Index
Fund house
Rank (total assets)#17 in India
Total AUM₹76,017.50 Cr
Date of Incorporation26 Feb 1996
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,