Dezerv

Fund Overview

Fund Size

Fund Size

-

Expense Ratio

Expense Ratio

1.39%

ISIN

ISIN

INF903JA1FZ9

Minimum SIP

Minimum SIP

₹500

Exit Load

Exit Load

No Charges

Inception Date

Inception Date

25 Dec 2018

About this fund

Sundaram Long Term Tax Advantage Fund - Series VI Regular Growth is a Fixed Maturity Short-Term Bond mutual fund schemes offered by Sundaram Mutual Fund. This fund has been in existence for 5 years, 5 months and 24 days, having been launched on 25-Dec-18
  • 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

SK

S Krishnakumar

Since December 2018

DS

Dwijendra Srivastava

Since December 2018

Rohit Seksaria

Rohit Seksaria

Since April 2019

Additional Scheme Details

ISININF903JA1FZ9Expense Ratio1.39%Exit LoadNo ChargesFund Size-Age25 Dec 2018Lumpsum Minimum₹500Fund StatusUnlisted Closed End Investment CompanyBenchmarkBSE 500 India INR

Investment ObjectiveInvestment 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

Withdrawal (irrespective of holding period)

Realised Gain (capital gains) are taxed at your marginal income tax rate

Note: Mutual funds are subject to capital gains taxation with surcharge and cess, based on prevailing income tax rules and investor income. Taxation applies to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

About the AMC

Total AUM

₹60,419 Cr

Address

Sundaram Towers, Chennai, 600 014

Other Funds by Sundaram Mutual Fund

Fund nameExpense RatioExit LoadFund size
1Y
Sundaram Multi Asset Allocation Fund Direct Growth

High Risk

0.2%1.0%₹2181.68 Cr-
Sundaram Emerging Small Cap - Series VI Direct Growth

Low Risk

0.8%0.0%₹45.47 Cr7.8%
Sundaram Long Term Tax Advantage Fund Series I Direct Growth

Very High Risk

1.4%0.0%₹19.63 Cr29.2%
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct Growth

Very High Risk

1.2%0.0%₹32.49 Cr44.6%
Sundaram FTP IQ Direct Growth

Moderate Risk

-0.0%--
Sundaram Long Term Tax Advantage Fund Series II Direct Growth

Very High Risk

1.4%0.0%₹12.66 Cr30.3%
Sundaram Emerging Small Cap - Series VII Direct Growth

Low Risk

1.0%0.0%₹159.75 Cr11.3%
Sundaram Long Term Micro CapTax Advantage Fund Sries III Direct Growth

Very High Risk

1.2%0.0%₹82.11 Cr44.2%
Sundaram Emerging Small Cap - Series V Direct Growth

Low Risk

0.8%0.0%₹83.88 Cr7.5%
Sundaram Long Term Tax Advantage Fund Series III Direct Growth

Very High Risk

1.4%-₹35.97 Cr43.7%
Sundaram Long Term Tax Advantage Fund Series IV Direct Growth

Very High Risk

1.4%0.0%₹23.85 Cr43.6%
Sundaram Long Term Tax Advantage Fund - Series VI Direct Growth

Very High Risk

1.1%0.0%--
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Growth

Very High Risk

1.2%0.0%₹38.56 Cr44.0%
Sundaram Fixed Term Plan Series IM Direct Growth

Moderate Risk

-0.0%--
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct Growth

Very High Risk

1.2%0.0%₹40.47 Cr44.1%
Sundaram Multi Cap Fund Direct Growth

Very High Risk

0.9%1.0%₹2566.75 Cr44.5%
Sundaram Dividend Yield Fund Direct Growth

Very High Risk

1.0%1.0%₹872.30 Cr46.3%
Sundaram Aggressive Hybrid Fund Direct Growth

High Risk

0.7%1.0%₹4643.67 Cr29.2%
Sundaram Liquid Fund Direct Growth

Low to Moderate Risk

0.1%0.0%₹5651.16 Cr7.4%
Sundaram Low Duration Fund Direct Growth

Low to Moderate Risk

0.4%0.0%₹503.92 Cr7.3%
Sundaram Equity Savings Fund Direct Growth

Moderate Risk

0.5%0.0%₹848.56 Cr21.9%
Sundaram Focused Fund Direct Growth

Very High Risk

1.1%0.0%₹1057.99 Cr34.2%
Sundaram Nifty 100 Equal Weight Fund Direct Growth

Very High Risk

0.6%0.0%₹79.07 Cr48.6%
Sundaram Short Duration Fund Direct Growth

Moderate Risk

0.3%0.0%₹193.82 Cr7.2%
Sundaram Ultra Short Duration Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹2018.20 Cr7.5%
Sundaram Tax Savings Fund Direct Growth

Very High Risk

1.6%0.0%₹1279.85 Cr35.2%
Sundaram Balanced Advantage Fund Direct Growth

High Risk

0.6%1.0%₹1504.64 Cr22.8%
Sundaram Large Cap Fund Direct Growth

Very High Risk

0.6%1.0%₹3376.64 Cr29.5%
Sundaram Services Fund Direct Growth

Very High Risk

0.7%1.0%₹3358.02 Cr32.2%
Sundaram Flexi Cap Fund Direct Growth

Very High Risk

0.5%1.0%₹2064.78 Cr30.6%
Sundaram Money Market Fund Direct Growth

Low to Moderate Risk

0.3%0.0%₹212.64 Cr7.3%
Sundaram Medium Term Bond Fund Direct Growth

Moderate Risk

1.3%1.0%₹43.80 Cr5.8%
Sundaram Infrastructure Advantage Fund Direct Growth

Very High Risk

0.8%1.0%₹998.37 Cr64.4%
Sundaram Financial Services Opportunities Direct Growth

Very High Risk

0.8%1.0%₹1268.85 Cr36.4%
Sundaram Banking & PSU Debt Fund Direct Growth

Moderate Risk

0.3%0.0%₹328.70 Cr7.0%
Sundaram large and Mid Cap Fund Direct Growth

Very High Risk

0.7%1.0%₹6451.55 Cr41.1%
Sundaram Global Brand Fund Direct Growth

Very High Risk

1.3%1.0%₹114.78 Cr13.8%
Sundaram Corporate Bond Fund Direct Growth

Moderate Risk

0.3%0.0%₹708.71 Cr6.9%
Sundaram Debt Oriented Hybrid Fund Direct Growth

Moderate Risk

1.1%0.0%₹30.32 Cr11.0%
Sundaram Small Cap Fund Direct Growth

Very High Risk

0.8%1.0%₹3108.53 Cr48.2%
Sundaram Diversified Equity Direct Growth

Very High Risk

0.6%0.0%₹1577.96 Cr29.0%
Sundaram Consumption Fund Direct Growth

Very High Risk

1.3%1.0%₹1393.03 Cr36.4%
Sundaram Mid Cap Fund Direct Growth

Very High Risk

0.9%1.0%₹11017.41 Cr60.1%
Sundaram Overnight Fund Direct Growth

Low Risk

0.1%0.0%₹1114.91 Cr6.8%
Sundaram Arbitrage Fund Direct Growth

Low Risk

0.3%0.0%₹112.91 Cr8.0%

Risk Level

Your principal amount will be at Very High Risk

Very High Risk
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The fund managers responsible for Sundaram Long Term Tax Advantage Fund - Series VI Regular Growth are:-
  1. S Krishnakumar
  2. Dwijendra Srivastava
  3. Rohit Seksaria