Sundaram Long Term Tax Advantage Fund Series II Regular Growth
EquityELSS (Tax Savings)
37.68
-0.27(-0.71%)
NAV as on 08 Dec, 2025
CAGR
13.33%3Y lock in
- AUM (Crs.)13.33
- Expense Ratio1.38 %
- Sharpe Ratio / Category Average0.59
- Standard Deviation / Category Average11.82
- Beta / Category Average0.88
- Portfolio Turnover / Category Average0.01 / 59.59
- Top 5 Stocks Wt.40.80
- Top 10 Stocks Wt.62.61
- Top 3 Sectors Wt.62.05
- Investment StyleLarge Blend
- Morningstar Rating
Portfolio
Asset Allocation
Weightage by Market Cap
Concentration
- No. of Stocksundefined
- Avg. Market Capundefined
- Top 10 Stocksundefined%
- Top 5 Stocksundefined%
- Top 3 Sectorsundefined%
View Holdings
Fundamentals
| Measures | Fund | Category Average |
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Risk Metrics
Peers
1Y3Y5Y10Y
| Mutual Fund | AUM (cr.) | 3YReturns |
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Holdings
Stocks
Sector
About
- Fund Manager(s)Check HistoryRohit Seksaria
- Launch Date21 Mar, 2016
- BenchmarkS&P BSE 500
Objective
The investment objective of the scheme is to generate capital appreciation over a period of ten years by investing predominantly in equity and equity-related instruments of companies along with income tax benefit. However, there is no guarantee or assurance that the investment objective of the scheme will be achieved.
Riskometer
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