Sundaram Long Term Tax Advantage Fund Series III Regular Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW)

Sundaram Long Term Tax Advantage Fund Series III Regular Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) is a scheme launched by Sundaram Mutual Fund on March 28, 2018, and falls under the ELSS fund category. It currently manages an AUM of Rs 32.03 crore. The fund permits investments with a minimum SIP of Rs 250 and a lump sum of Rs 500. It charges an expense ratio of 1.41% for managing the portfolio.

• Investing Strategy:

  The scheme seeks 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.

• Performance:

  Sundaram Long Term Tax Advantage Fund Series III Regular Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) trailing returns over different times are NA% (1 year), NA% (3 year) and NA% (5 year). The average annual return of this fund stands at NA%.