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Sundaram Long Term Tax Advantage Fund - Series II - Regular Plan - Growth

  • Regular
  • Direct
Category : ELSS
Close Ended Fund. New investments not allowed in this fund.

Scheme Objective

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.

Scheme Details

  • Fund manager(s)S Bharath
  • Launch date – 23-Mar-2016
  • Expense ratio – 1.38% as declared on 30-Jun-2021 (category average is 2.04%)
  • Benchmark - S&P BSE 500
  • Min SIP amount - ₹
  • Min investment amount (one time- first time) - ₹
  • Min investment amount (addtional purchase) - ₹
  • Close Ended Fund. New investments not allowed in this fund.

Exit Load

Data not available.

Net Buy Price
Buy Date
Sell Date
  • Gross Profit
  • Exit Charges
  • Net Profit

Tax Rate

You can not sell your investments in this fund for 3 years from the purchase date. Long term capital gain tax will be applicable when you sell your investments after 3 years. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh in a financial year. Any cess/surcharge is not included. However, you can claim a deduction on your taxable income under section 80c for your investments in this fund. (Current tax deductions are capped at 1.5 lakh per year).

Contact Details

Sundaram Asset Management Company Limited
Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014
Tel no.: 044-28583362/3367
Fax no.: 044-2858 3156


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