Otherregulargrowth
Sundaram Long Term Tax Advantage Fund Series II Regular Plan - Growth
Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week+0.07%
1 Month-7.74%
3 Months-8.10%
6 Months-2.04%
1 Year+5.65%
3 Years (CAGR)+14.13%
5 Years (CAGR)+13.17%
10 Years (CAGR)+13.39%
Since Inception (Mar 2016)+13.40%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-2.97%
3 Year SIP+6.44%
5 Year SIP+9.77%
Since Inception (Mar 2016)+12.72%
Fund Details
Fund HouseSundaram Mutual Fund
CategoryOther
Plan Typeregular
Optiongrowth
Min SIP₹500
Min Lumpsum₹1,000
Launch Date23 Mar 2016
AMFI Code135684
Risk Metrics
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Sharpe Ratio
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Alpha
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Beta
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Sortino
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Std Dev
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Max Drawdown
Performance Comparison
Performance Comparison
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Our experts will help you decide if this fund fits your goals.
Investment Objective
Sundaram Long Term Tax Advantage Fund Series II Regular Plan - Growth by Sundaram Mutual Fund is a Other fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Other category.
About This Fund
Sundaram Long Term Tax Advantage Fund Series II Regular Plan - Growth is a Other mutual fund offered by Sundaram Mutual Fund. The fund has been operational for over 10 years.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations