Sundaram Long Term Tax Advantage Fund Series II Regular-IDCW
Equity, ELSS, Principal at very high risk
1 Year Return 5.61% at 08 Jun 2026 01:09 PM
Sundaram Long Term Tax Advantage Fund Series II Regular-IDCW: Mutual Fund Overview
Sundaram Long Term Tax Advantage Fund Series II Regular-IDCW is an ELSS mutual fund with over 10.21 years of performance history. The scheme manages an AUM of ₹13.08 Cr and has a NAV of ₹27.032. It is rated 'Not Rated' stars by analysts. Investors can begin a SIP with as little as ₹0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 5.61%.
Fund Details
NAV 27.032
Sub-Type ELSS
Rating Not Rated
Min. SIP Amount ₹0
Fund Age(Year) 10.21
Fund Size(in Crores) 13.08
Fund Performance
1 Month -8.34%
3 Month -8.06%
6 Month -2.08%
1 Year 5.61%
3 Year 13.84%
5 Year 12.78%
Know This Fund
As on 08 Jun 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (0%) Market Cap Top Sectors Financial 34.13 Energy 12.7 Technology 8.33 Communication 6.17 Construction 5.79 Materials 5.02 Consumer Staples 4.08 Metals & Mining 3.4 Automobile 3.31 Consumer Discretionary 2.98 Chemicals 2.78 Capital Goods 1.95 Insurance 1.82 Healthcare 1.17 Services 0.71 Top Holding
Debt & Others (0%) Sector Allocation Debt Credit Ratings Debt Category
Comparison with same funds
Equity, Flexi Cap funds 360 ONE ELSS Tax Saver Nifty 50 Index Fund Regular-Growth Ret 1M -2.62% Ret 1Y -4.96% Ret 3Y 8.5% Ret 5Y 0%
Equity, Flexi Cap funds 360 ONE ELSS Tax Saver Nifty 50 Index Fund Regular-IDCW Ret 1M -2.62% Ret 1Y -4.96% Ret 3Y 8.5% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life ELSS Tax Saver Regular-Growth Ret 1M -1.72% Ret 1Y -0.09% Ret 3Y 12.74% Ret 5Y 8.31%
Equity, Flexi Cap funds Aditya Birla Sun Life ELSS Tax Saver Regular-IDCW Ret 1M -1.72% Ret 1Y -0.09% Ret 3Y 12.74% Ret 5Y 8.31%
Equity, Flexi Cap funds Aditya Birla Sun Life ELSS Tax Saver Regular-IDCW Reinvestment Ret 1M -1.72% Ret 1Y -0.09% Ret 3Y 12.74% Ret 5Y 8.31%
Equity, Flexi Cap funds Axis ELSS Tax Saver Fund-Growth Ret 1M -1.97% Ret 1Y -4.17% Ret 3Y 10.05% Ret 5Y 6.88%
Equity, Flexi Cap funds Axis ELSS Tax Saver Fund-IDCW Payout Ret 1M -1.97% Ret 1Y -4.17% Ret 3Y 10.05% Ret 5Y 6.88%
Equity, Flexi Cap funds Axis ELSS Tax Saver Fund-IDCW Reinvestment Ret 1M -1.97% Ret 1Y -4.17% Ret 3Y 10.05% Ret 5Y 6.88%
Equity, Flexi Cap funds Bajaj Finserv ELSS Tax Saver Fund Regular-Growth Ret 1M -2.38% Ret 1Y -0.45% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bajaj Finserv ELSS Tax Saver Fund Regular-IDCW Ret 1M -2.38% Ret 1Y -0.45% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bandhan ELSS Tax Saver Fund Regular-Growth Ret 1M -0.98% Ret 1Y -0.25% Ret 3Y 11.21% Ret 5Y 12.13%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.37%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Rohit Seksaria
Education Mr. Seksaria is CS, CA & has done MBA from IIM Ahmedabad
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.
Sudhir Kedia
Education Mr. Kedia is CA, CMA and MBA.
Experience Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, Mirae Asset Mutual Fund and ASK investment.
Dwijendra Srivastava
Education Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.
Experience Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 2
Date of Incorporation 2016-03-21
Total AUM 75523.59
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
Take Your Next Step
Sundaram Long Term Tax Advantage Fund Series II Regular-IDCW FAQs
How to invest in Sundaram Long Term Tax Advantage Fund Series II Regular-IDCW?
Investing in Sundaram Long Term Tax Advantage Fund Series II Regular-IDCW through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.
- Log in to your Motilal Oswal account via the app or website
- Go to the Mutual Funds section
- Search for Sundaram Long Term Tax Advantage Fund Series II Regular-IDCW in the search bar
- Select your preferred investment mode – Lumpsum or SIP
- Enter investment details such as amount and linked bank account
- Complete your KYC, if not already done
- Review and confirm details including fund name, plan type, amount, and bank account
- Make the payment using Net Banking, UPI, or other available options
- Receive transaction confirmation via email or SMS
What is the expense ratio of Sundaram Long Term Tax Advantage Fund Series II Regular-IDCW?
The term expense ratio for Sundaram Long Term Tax Advantage Fund Series II Regular-IDCW or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of Sundaram Long Term Tax Advantage Fund Series II Regular-IDCW is 1.37% as of 08 Jun 2026.
What is the NAV of Sundaram Long Term Tax Advantage Fund Series II Regular-IDCW?
The NAV of Sundaram Long Term Tax Advantage Fund Series II Regular-IDCW is ₹27.032 as of 08 Jun 2026.
What is the AUM of Sundaram Long Term Tax Advantage Fund Series II Regular-IDCW?
The AUM (Assets Under Management) of Sundaram Long Term Tax Advantage Fund Series II Regular-IDCW is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of Sundaram Long Term Tax Advantage Fund Series II Regular-IDCW is ₹13.08 Cr as of 08 Jun 2026.
What is the PE and PB ratio of Sundaram Long Term Tax Advantage Fund Series II Regular-IDCW?
The PE ratio of Sundaram Long Term Tax Advantage Fund Series II Regular-IDCW shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.
Can I invest in SIP and Lump Sum in Sundaram Long Term Tax Advantage Fund Series II Regular-IDCW?
Yes, you can invest in Sundaram Long Term Tax Advantage Fund Series II Regular-IDCW through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.
What is the return of Sundaram Long Term Tax Advantage Fund Series II Regular-IDCW in the last 5 years?
The return of Sundaram Long Term Tax Advantage Fund Series II Regular-IDCW in the last 5 years is 12.78%.
What is the minimum SIP investment required in Sundaram Long Term Tax Advantage Fund Series II Regular-IDCW?
The minimum SIP investment in Sundaram Long Term Tax Advantage Fund Series II Regular-IDCW depends on the fund's scheme rules and usually starts at a small amount. For Sundaram Long Term Tax Advantage Fund Series II Regular-IDCW, the minimum SIP amount is ₹0.
What is the current NAV of Sundaram Long Term Tax Advantage Fund Series II Regular-IDCW?
The NAV of Sundaram Long Term Tax Advantage Fund Series II Regular-IDCW, as of 08 Jun 2026, is ₹27.032.
Who manages the Sundaram Long Term Tax Advantage Fund Series II Regular-IDCW?
The fund managers responsible for Sundaram Long Term Tax Advantage Fund Series II Regular-IDCW are:
- Rohit Seksaria
- Sudhir Kedia
- Dwijendra Srivastava