Sundaram Long Term Tax Advantage Fund - Series VI Regular Growth
DebtFixed Maturity Short-Term BondVery High Risk
Regular
NAV (01-Jan-01)
Returns (Since Inception)
Fund Overview
Fund Size
-
Expense Ratio
1.39%
ISIN
INF903JA1FZ9
Minimum SIP
₹500
Exit Load
No Charges
Inception Date
25 Dec 2018
About this fund
- You can start investing in Sundaram Long Term Tax Advantage Fund - Series VI Regular Growth with a SIP of ₹500 or a Lumpsum investment of ₹500.
Risk & Performance Ratios
Standard Deviation
This fund
--
Cat. avg.
--
Lower the better
Sharpe Ratio
This fund
--
Cat. avg.
--
Higher the better
Sortino Ratio
This fund
--
Cat. avg.
--
Higher the better
Fund Managers
S Krishnakumar
Since December 2018
Dwijendra Srivastava
Since December 2018
Rohit Seksaria
Since April 2019
Additional Scheme Details
ISIN INF903JA1FZ9 | Expense Ratio 1.39% | Exit Load No Charges | Fund Size - | Age 5 years 10 months | Lumpsum Minimum ₹500 | Fund Status Unlisted Closed End Investment Company | Benchmark BSE 500 India INR |
Investment Objective
To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.
Tax Treatment
Capital Gains Taxation:
Dividend Taxation:
Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.
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About the AMC
Sundaram Mutual Fund
Total AUM
₹68,313 Cr
Address
Sundaram Towers, Chennai, 600 014
Other Funds by Sundaram Mutual Fund
Risk Level
Your principal amount will be at Very High Risk
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Who manages the Sundaram Long Term Tax Advantage Fund - Series VI Regular Growth?
- S Krishnakumar
- Dwijendra Srivastava
- Rohit Seksaria
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