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

Sundaram LT Tax Advantage Fund Sr.II Direct Growth

NAV ₹36.32 as on 23 Mar 2026

RiskVery High

Fund Size₹13.09Cr

NAV₹36.32 as on 23 Mar 2026
RiskVery High
Fund Size₹13.09Cr

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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

10 years 3 months (Since Mar 23, 2016)

Return since Launch

%

Expense ratio

None%

Type

CLOSE

AUM (Fund Size)

₹13.09

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

TREPS 5.87%

Net CA & Others -0.21%

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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₹74,954.10Cr
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 ₹74,954.10 Cr and the Latest NAV as of 23 Mar 2026 is ₹36.32.
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 returns----
Category average----
Rank within category000-

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 NA% 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 NA%.

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 ₹13.09Cr.

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 , ICICI Bank Ltd , HDFC Bank Ltd , State Bank of India and Axis Bank Ltd.

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start building your wealth journey

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