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Sundaram Long Term Tax Advantage Fund Series II Regular-IDCW
Equity, ELSS, Principal at very high risk
1 Year Return 17.69%
Fund Details
NAV 29.5353
Sub-Type ELSS
Rating Not Rated
Min. SIP Amount 0
Fund Age(Year) 9.91
Fund Size 13.09
Fund Performance
1 Month 1.0%
3 Month 1.65%
6 Month 8.32%
1 Year 17.69%
3 Year 15.61%
5 Year 14.35%
Comparison with same funds
Equity, Flexi Cap funds 360 ONE ELSS Tax Saver Nifty 50 Index Fund Regular - Growth Ret 1M 0.13% Ret 1Y 12.64% Ret 3Y 13.34% Ret 5Y 0%
Equity, Flexi Cap funds 360 ONE ELSS Tax Saver Nifty 50 Index Fund Regular - IDCW Ret 1M 0.13% Ret 1Y 12.64% Ret 3Y 13.34% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life ELSS Tax Saver Regular-Growth Ret 1M 0.45% Ret 1Y 18.0% Ret 3Y 16.07% Ret 5Y 9.52%
Equity, Flexi Cap funds Aditya Birla Sun Life ELSS Tax Saver Regular-IDCW Ret 1M 0.45% Ret 1Y 18.0% Ret 3Y 16.07% Ret 5Y 9.52%
Equity, Flexi Cap funds Aditya Birla Sun Life ELSS Tax Saver Regular-IDCW Reinvestment Ret 1M 0.45% Ret 1Y 18.0% Ret 3Y 16.07% Ret 5Y 9.52%
Equity, Flexi Cap funds Axis ELSS Tax Saver Fund-Growth Ret 1M 1.25% Ret 1Y 11.12% Ret 3Y 15.41% Ret 5Y 9.03%
Equity, Flexi Cap funds Axis ELSS Tax Saver Fund-IDCW Payout Ret 1M 1.25% Ret 1Y 11.12% Ret 3Y 15.41% Ret 5Y 9.03%
Equity, Flexi Cap funds Axis ELSS Tax Saver Fund-IDCW Reinvestment Ret 1M 1.25% Ret 1Y 11.12% Ret 3Y 15.41% Ret 5Y 9.03%
Equity, Flexi Cap funds Bajaj Finserv ELSS Tax Saver Fund Regular-Growth Ret 1M 0.71% Ret 1Y 12.61% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bajaj Finserv ELSS Tax Saver Fund Regular-IDCW Ret 1M 0.71% Ret 1Y 12.61% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bandhan ELSS Tax Saver Fund Regular-Growth Ret 1M 1.08% Ret 1Y 13.79% Ret 3Y 15.88% Ret 5Y 15.68%
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) 1
Date of Incorporation 2016-03-21
Total AUM 2026-01-31
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.
Know This Fund
As on 18 Feb 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (97%) Market Cap Small Cap 1.81 Large Cap 85.2 Mid Cap 10 Top Sectors Financial 35.41 Energy 12.5 Technology 10.3 Communication 6.46 Construction 5.32 Materials 5.07 Consumer Staples 4.14 Chemicals 3.69 Metals & Mining 3.09 Automobile 3.01 Consumer Discretionary 2.74 Insurance 1.78 Capital Goods 1.62 Healthcare 1.15 Services 0.72 Top Holding Larsen & Toubro 5.32 Kotak Mahindra Bank 1.14 Bharti Airtel 6.46 Bank of Baroda 2.17 SBI Life Insurance Company 1.78 Navin Fluorine International 0.83 Indusind Bank 0.68 ICICI Bank 9.04 Ultratech Cement 4.11 Hindustan Petroleum Corporation 2.97 Schaeffler India 1.62 Jindal Steel 3.09 Reliance Industries 7.44 HCL Technologies 2.01 Kwality Wall's (India) 0.02 Tata Motors 1.71 Wipro 0.56 Container Corporation Of India 0.72 Birla Corporation 0.96 HDFC Bank 8.95 Tata Motors Passenger Vehicles 1.31 Tata Consumer Products 1.4 Coromandel International 2.85 Hindustan Unilever 0.94 State Bank of India 9.65 Titan Company 2.74 Bharat Petroleum Corporation 2.09 Axis Bank 3.79 Infosys 6.25 Cipla 1.15 ITC 1.79 Tata Consultancy 1.47
Debt & Others (3%) Sector Allocation Repo 2.9 Cash/Net Current Assets 0.1 Debt Credit Ratings Debt Category Others 3.0
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