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Sundaram LT Tax Adv Fund-Sr II-Reg(G)

Sundaram LT Tax Adv Fund-Sr II-Reg(G)

35.177623 Mar 2026

Chart

PlanNormal
Returns (6 months)-2.086%
Expense ratio1.38%
Min Investment500
AUM13.09 Cr
Inception date21 Mar 2016

Return Calculator

₹500₹1,00,00,000
%
1%30%
1YR40YR
Investment Amount₹0
Estimated Returns₹0
Total Amount₹0

Benchmark Returns

BENCHMARK: BSE 500
Annualised returns
NAME
Fund Returns
Benchmark Returns
1W
1M
3M
6M
1Y
3Y
5Y
INCEPTION
NA
-8.35%
-8.06%
-2.09%
5.65%
13.85%
12.79%
13.39%
-3.85%
-12.06%
-13.59%
-11.61%
-3.31%
12.20%
10.36%
13.66%

Holdings

Name
ICICI Bank Ltd.
ICICI Bank Ltd.
HDFC Bank Ltd.
HDFC Bank Ltd.
State Bank Of India
State Bank Of India
Reliance Industries Ltd.
Reliance Industries Ltd.
Bharti Airtel Ltd.
Bharti Airtel Ltd.
Larsen & Toubro Ltd.
Larsen & Toubro Ltd.
Infosys Ltd.
Infosys Ltd.
Ultratech Cement Ltd.
Ultratech Cement Ltd.
Axis Bank Ltd.
Axis Bank Ltd.
Jindal Steel Ltd.
Jindal Steel Ltd.
Hindustan Petroleum Corporation Ltd.
Hindustan Petroleum Corporation Ltd.
Titan Company Ltd.
Titan Company Ltd.
Coromandel International Ltd.
Coromandel International Ltd.
Bank Of Baroda
Bank Of Baroda
Bharat Petroleum Corporation Ltd.
Bharat Petroleum Corporation Ltd.
Schaeffler India Ltd.
Schaeffler India Ltd.
Tata Motors Ltd.
Tata Motors Ltd.
SBI Life Insurance Company Ltd.
SBI Life Insurance Company Ltd.
ITC Ltd.
ITC Ltd.
HCL Technologies Ltd.
HCL Technologies Ltd.
Tata Motors Passenger Vehicles Ltd.
Tata Motors Passenger Vehicles Ltd.
Tata Consumer Products Ltd.
Tata Consumer Products Ltd.
Tata Consultancy Services Ltd.
Tata Consultancy Services Ltd.
Cipla Ltd.
Cipla Ltd.
Kotak Mahindra Bank Ltd.
Kotak Mahindra Bank Ltd.
Hindustan Unilever Ltd.
Hindustan Unilever Ltd.
Birla Corporation Ltd.
Birla Corporation Ltd.
IndusInd Bank Ltd.
IndusInd Bank Ltd.
Container Corporation Of India Ltd.
Container Corporation Of India Ltd.
Wipro Ltd.
Wipro Ltd.
Instrument
Share %
Domestic Equities
9.20%
Domestic Equities
8.55%
Domestic Equities
8.32%
Domestic Equities
7.43%
Domestic Equities
6.17%
Domestic Equities
5.79%
Domestic Equities
4.96%
Domestic Equities
4.11%
Domestic Equities
3.83%
Domestic Equities
3.40%
Domestic Equities
3.06%
Domestic Equities
2.98%
Domestic Equities
2.78%
Domestic Equities
2.34%
Domestic Equities
2.21%
Domestic Equities
1.95%
Domestic Equities
1.89%
Domestic Equities
1.82%
Domestic Equities
1.75%
Domestic Equities
1.65%
Domestic Equities
1.43%
Domestic Equities
1.41%
Domestic Equities
1.24%
Domestic Equities
1.17%
Domestic Equities
1.16%
Domestic Equities
0.92%
Domestic Equities
0.91%
Domestic Equities
0.72%
Domestic Equities
0.71%
Domestic Equities
0.48%
Risk Meter
Risk MeterPin
Your investment is at
Very High Risk
Low
Moderately Low
Moderate
High
Very High Risk
Fund Managers
RS
Rohit Seksaria
Lock in Period
3 Year
Investment cannot be redeemed before this period completes.
Exit Load
No data available

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