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

Sundaram Long Term Tax Advantage Fund Series III Regular Plan - Growth 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 33.9 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 - Growth 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%.