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

Sundaram LT Tax Advantage Fund Sr.II Direct Growth

NAV ₹39.01 as on 17 Nov 2025

RiskVery High

Fund Size₹13.33Cr

NAV₹39.01 as on 17 Nov 2025
RiskVery High
Fund Size₹13.33Cr

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Investment Details
Top Rated Funds

Lock-in

3 Years

Min One Time Amount

₹5,000

Min Withdrawal Amount

₹-

Min Additional Amount

₹500

Exit Load

Nil

Basic Details

Age

9 years 8 months (Since Mar 23, 2016)

Return since Launch

15.54%

Expense ratio

1.17%

Type

CLOSE

AUM (Fund Size)

₹13.33

Risk Grade

Very High

Benchmark

BSE 500 TRI

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Returns
Total investment of ₹2,40,000
Would have become ₹61,949 (+209.74%)
Fund Manager

Name:

Rohit Seksaria

Experience:

Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.

Asset Allocation
Scheme Holding Summary

Banks

Refineries

Telecom-Service

IT - Software

Wipro Ltd

0.56%

Infrastructure Developers & Operators

Cement

Steel

Fertilizers

Diamond, Gems and Jewellery

Debt Others

Tobacco Products

ITC Ltd

2.30%

Non Ferrous Metals

Bearings

Insurance

Chemicals

Automobile

Plantation & Plantation Products

Pharmaceuticals

Cipla Ltd

1.28%

FMCG

Miscellaneous

Logistics

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RiskometerLevel of risk in the scheme
Moderate
High
Low
Very
High

Your investment will be at Very High Risk

Fund house & investment objective
Rank (total assets)#21 in India
Total AUM₹74,005.23Cr
Date of Incorporation26 Feb 1996
Sundaram LT Tax Advantage Fund Sr.II Direct Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 23 Mar 2016. The fund currently has an Asset Under Management(AUM) of ₹74,005.23 Cr and the Latest NAV as of 17 Nov 2025 is ₹39.01.
The Sundaram LT Tax Advantage Fund Sr.II Direct Growth is rated Very High. Minimum SIP Investment is set to N/A . Minimum Lumpsum Investment is ₹5,000. Exit load of Nil.
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Returns and Rankings

Category: Equity ELSS

1Y3Y5YAll
Fund returns12.47%4.60%3.43%1.62%
Category average7.03%5.53%3.90%-
Rank within category23931-

FAQ’s

What kind of returns does Sundaram LT Tax Advantage Fund Sr.II Direct Growth provide?

Sundaram LT Tax Advantage Fund Sr.II Direct Growth has given a return of 14.45% in the past 3 years.

What is the expense ratio charged by Sundaram LT Tax Advantage Fund Sr.II Direct Growth?

The Expense Ratio charged by Sundaram LT Tax Advantage Fund Sr.II Direct Growth is 1.17%.

What is the AUM size of Sundaram LT Tax Advantage Fund Sr.II Direct Growth?

The AUM size of Sundaram LT Tax Advantage Fund Sr.II Direct Growth is ₹13.33Cr.

What is the minimum SIP amount that you can invest in Sundaram LT Tax Advantage Fund Sr.II Direct Growth?

N/A .

What are the top stock holdings of Sundaram LT Tax Advantage Fund Sr.II Direct Growth?

The top stock holdings of Sundaram LT Tax Advantage Fund Sr.II Direct Growth include , HDFC Bank Ltd , ICICI Bank Ltd , State Bank of India and Axis Bank Ltd.

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*By clicking, I agree to the T&C and Whatsapp updates.