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Fund Overview of Sundaram Long Term Tax Advantage Fund Series Ii Direct-growth
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₹13.0 CrAUM
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₹39.13NAV
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1.17%Expense Ratio
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EquityFund Category
Returns of Sundaram Long Term Tax Advantage Fund Series Ii Direct-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | -0.99% | NA | 2.82% |
| 6 Months | 13.09% | NA | 12.04% |
| 1 Year | 2.97% | 2.97% | -0.22% |
| 2 Years | 31.76% | 14.79% | 19.10% |
| 3 Years | 51.65% | 14.89% | 18.55% |
| 5 Years | 141.18% | 19.25% | 21.70% |
| 7 Years | 171.92% | 15.36% | NA |
Asset Allocation
equities
97.32%other assets or cash equivalents
2.68%Sundaram Long Term Tax Advantage Fund Series Ii Direct-growth is one Equity mutual fund offered by Sundaram Mutual Fund. Launched on 21 Mar 2016, the fund aims Capital appreciation over a period of 10 years. Investment in equity and equity related instruments of companies along with income tax benefit. It manages assets worth ₹13.0 crore as on Thu Jul 31, 2025. The expense ratio stands at 1.17%. Fund Manager Manager Education Fund Manager Manager EducationAbout Sundaram Long Term Tax Advantage Fund Series Ii Direct-growth
The portfolio allocation consists of 97.32% in equities, 2.68% in other assets or cash equivalents. Managed by Dwijendra Srivastava, it has delivered a return of 2.97% in the last year, a total return since inception of 14.76%.
Key Metrics of Sundaram Long Term Tax Advantage Fund Series Ii Direct-growth
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Standard Deviation12.15%
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Sharpe Ratio0.54%
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Alpha-0.58%
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Beta0.89%
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Quant Elss Tax Saver Fund Direct-growth  |
₹11,649 | 1.35% | 5.28% | 6.96% | 16.49% | 27.67% |
| Quant Elss Tax Saver Fund-growth |
₹11,649 | 1.26% | 5.00% | 5.77% | 15.18% | 25.82% |
| ICICI Prudential Elss Tax Saver Direct Plan - Growth |
₹14,403 | 0.67% | 3.10% | 11.79% | 17.26% | 20.11% |
| Canara Robeco Elss Tax Saver Direct- Growth |
₹8,870 | 1.17% | 3.29% | 8.72% | 16.39% | 19.66% |
| ICICI Prudential Elss Tax Saver Fund - Growth |
₹14,403 | 0.62% | 2.94% | 11.10% | 16.53% | 19.33% |
| Canara Robeco Elss Tax Saver Regular - Growth |
₹8,870 | 1.05% | 2.99% | 7.48% | 15.03% | 18.21% |
| Taurus Elss Tax Saver Direct-growth |
₹78 | 0.41% | 1.60% | 6.18% | 17.35% | 18.02% |
| Taurus Elss Tax Saver Regular-growth |
₹78 | 0.35% | 1.44% | 5.52% | 16.60% | 17.26% |
| Aditya Birla Sun Life Elss Tax Saver Direct-growth |
₹15,457 | 0.46% | 2.56% | 11.63% | 15.61% | 13.87% |
| Aditya Birla Sun Life Elss Tax Saver Regular-growth |
₹15,457 | 0.39% | 2.37% | 10.83% | 14.74% | 13.00% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Sundaram Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
Sundaram Elss Tax Saver Fund
|
₹1,377 | 1.35% | 2.13% | 5.89% | 10.68% | 15.25% |
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Sundaram Elss Tax Saver Fund Direct
|
₹1,377 | 1.40% | 2.27% | 6.17% | 11.26% | 15.88% |
|
Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii Direct-growth
|
₹77 | 0.52% | 2.15% | 6.94% | 5.69% | 19.63% |
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Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii Regular-growth
|
₹77 | 0.51% | 2.10% | 6.84% | 5.49% | 19.41% |
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Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv Direct - Growth
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₹36 | 0.76% | 2.30% | 7.31% | 6.37% | 19.95% |
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Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv Regular - Growth
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₹36 | 0.75% | 2.28% | 7.25% | 6.25% | 19.81% |
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Sundaram Long Term Tax Advantage Fund Series Iii Regular - Growth
|
₹34 | 0.61% | 2.76% | 8.35% | 8.60% | 20.16% |
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Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct - Growth
|
₹31 | 0.53% | 2.00% | 7.15% | 6.63% | 19.75% |
|
Sundaram Long Term Tax Advantage Fund Series Ii Regular-growth
|
₹13 | 3.97% | 5.67% | 5.76% | 13.07% | 14.38% |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| Aditya Birla Sun Life Elss Tax Saver Direct-growth |
₹15,457 | ₹70.07 | 15.61% | 13.87% | 12.59% |
| Aditya Birla Sun Life Elss Tax Saver Regular-growth |
₹15,457 | ₹62.64 | 14.74% | 13.00% | 11.59% |
| ICICI Prudential Elss Tax Saver Direct Plan - Growth |
₹14,403 | ₹1,077.49 | 17.26% | 20.11% | 14.55% |
| ICICI Prudential Elss Tax Saver Fund - Growth |
₹14,403 | ₹968.65 | 16.53% | 19.33% | 13.59% |
| Quant Elss Tax Saver Fund Direct-growth |
₹11,649 | ₹427.61 | 16.49% | 27.67% | 21.94% |
| Quant Elss Tax Saver Fund-growth |
₹11,649 | ₹380.85 | 15.18% | 25.82% | 20.63% |
| Canara Robeco Elss Tax Saver Regular - Growth |
₹8,870 | ₹181.09 | 15.03% | 18.21% | 14.95% |
| Canara Robeco Elss Tax Saver Direct- Growth |
₹8,870 | ₹203.16 | 16.39% | 19.66% | 16.13% |
| Taurus Elss Tax Saver Direct-growth |
₹78 | ₹206.64 | 17.35% | 18.02% | 14.64% |
| Taurus Elss Tax Saver Regular-growth |
₹78 | ₹189.18 | 16.60% | 17.26% | 13.81% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Hdfc Bank Ltd | Financial | 10.02% | ₹1.30 Cr |
| Icici Bank Ltd | Financial | 9.94% | ₹1.29 Cr |
| Hdfc Bank Ltd | Financial | 9.34% | ₹1.24 Cr |
| Hdfc Bank Ltd | Financial | 9.34% | ₹1.24 Cr |
| Hdfc Bank Ltd | Financial | 9.39% | ₹1.20 Cr |
| Hdfc Bank Ltd | Financial | 9.39% | ₹1.20 Cr |
| Icici Bank Ltd | Financial | 9.22% | ₹1.18 Cr |
| Icici Bank Ltd | Financial | 9.22% | ₹1.18 Cr |
| Icici Bank Ltd | Financial | 8.82% | ₹1.17 Cr |
| Icici Bank Ltd | Financial | 8.82% | ₹1.17 Cr |
| State Bank Of India | Financial | 8.25% | ₹1.10 Cr |
| State Bank Of India | Financial | 8.25% | ₹1.10 Cr |
| Reliance Industries Ltd | Energy & Utilities | 7.78% | ₹1.04 Cr |
| Reliance Industries Ltd | Energy & Utilities | 7.78% | ₹1.04 Cr |
| State Bank Of India | Financial | 8.02% | ₹1.02 Cr |
| State Bank Of India | Financial | 8.02% | ₹1.02 Cr |
| Reliance Industries Ltd | Energy & Utilities | 7.45% | ₹0.97 Cr |
| Reliance Industries Ltd | Energy & Utilities | 7.46% | ₹0.95 Cr |
| Reliance Industries Ltd | Energy & Utilities | 7.46% | ₹0.95 Cr |
| State Bank Of India | Financial | 7.18% | ₹0.93 Cr |
| Bharti Airtel Ltd | Technology | 6.62% | ₹0.88 Cr |
| Bharti Airtel Ltd | Technology | 6.62% | ₹0.88 Cr |
| Bharti Airtel Ltd | Technology | 6.31% | ₹0.82 Cr |
| Infosys Ltd | Technology | 6.29% | ₹0.82 Cr |
| Bharti Airtel Ltd | Technology | 6.32% | ₹0.81 Cr |
| Bharti Airtel Ltd | Technology | 6.32% | ₹0.81 Cr |
| Infosys Ltd | Technology | 6.04% | ₹0.80 Cr |
| Infosys Ltd | Technology | 6.04% | ₹0.80 Cr |
| Infosys Ltd | Technology | 6.13% | ₹0.78 Cr |
| Infosys Ltd | Technology | 6.13% | ₹0.78 Cr |
| Larsen & Toubro Ltd | Industrials | 5.36% | ₹0.71 Cr |
| Larsen & Toubro Ltd | Industrials | 5.36% | ₹0.71 Cr |
| Larsen & Toubro Ltd | Industrials | 5.08% | ₹0.65 Cr |
| Larsen & Toubro Ltd | Industrials | 5.08% | ₹0.65 Cr |
| Larsen & Toubro Ltd | Industrials | 4.95% | ₹0.64 Cr |
| Ultratech Cement Ltd | Materials | 3.99% | ₹0.52 Cr |
| Ultratech Cement Ltd | Materials | 4.06% | ₹0.52 Cr |
| Ultratech Cement Ltd | Materials | 4.06% | ₹0.52 Cr |
| Ultratech Cement Ltd | Materials | 3.80% | ₹0.51 Cr |
| Ultratech Cement Ltd | Materials | 3.80% | ₹0.51 Cr |
| Axis Bank Ltd | Financial | 3.35% | ₹0.45 Cr |
| Axis Bank Ltd | Financial | 3.35% | ₹0.45 Cr |
| Coromandel International Ltd | Materials | 3.38% | ₹0.44 Cr |
| Hindustan Petroleum Corporation Ltd | Energy & Utilities | 3.26% | ₹0.43 Cr |
| Hindustan Petroleum Corporation Ltd | Energy & Utilities | 3.26% | ₹0.43 Cr |
| Axis Bank Ltd | Financial | 3.21% | ₹0.41 Cr |
| Axis Bank Ltd | Financial | 3.21% | ₹0.41 Cr |
| Hindustan Petroleum Corporation Ltd | Energy & Utilities | 3.17% | ₹0.40 Cr |
| Hindustan Petroleum Corporation Ltd | Energy & Utilities | 3.17% | ₹0.40 Cr |
| Repo | Unspecified | 3.11% | ₹0.40 Cr |
| Repo | Unspecified | 3.11% | ₹0.40 Cr |
| Axis Bank Ltd | Financial | 2.97% | ₹0.39 Cr |
| Jindal Steel & Power Ltd | Materials | 2.87% | ₹0.38 Cr |
| Jindal Steel & Power Ltd | Materials | 2.87% | ₹0.38 Cr |
| Hindustan Petroleum Corporation Ltd | Energy & Utilities | 2.93% | ₹0.38 Cr |
| Jindal Steel & Power Ltd | Materials | 2.98% | ₹0.38 Cr |
| Jindal Steel & Power Ltd | Materials | 2.98% | ₹0.38 Cr |
| Coromandel International Ltd | Materials | 2.88% | ₹0.37 Cr |
| Coromandel International Ltd | Materials | 2.88% | ₹0.37 Cr |
| Coromandel International Ltd | Materials | 2.61% | ₹0.35 Cr |
| Coromandel International Ltd | Materials | 2.61% | ₹0.35 Cr |
| Jindal Steel & Power Ltd | Materials | 2.65% | ₹0.35 Cr |
| Titan Company Ltd | Consumer Discretionary | 2.53% | ₹0.34 Cr |
| Titan Company Ltd | Consumer Discretionary | 2.53% | ₹0.34 Cr |
| Repo | Unspecified | 2.59% | ₹0.34 Cr |
| Repo | Unspecified | 2.53% | ₹0.34 Cr |
| Repo | Unspecified | 2.53% | ₹0.34 Cr |
| Tata Motors Ltd | Consumer Discretionary | 2.60% | ₹0.33 Cr |
| Tata Motors Ltd | Consumer Discretionary | 2.60% | ₹0.33 Cr |
| Tata Motors Ltd | Consumer Discretionary | 2.50% | ₹0.33 Cr |
| Itc Ltd | Consumer Staples | 2.30% | ₹0.31 Cr |
| Itc Ltd | Consumer Staples | 2.30% | ₹0.31 Cr |
| Titan Company Ltd | Consumer Discretionary | 2.38% | ₹0.30 Cr |
| Titan Company Ltd | Consumer Discretionary | 2.38% | ₹0.30 Cr |
| Titan Company Ltd | Consumer Discretionary | 2.32% | ₹0.30 Cr |
| Itc Ltd | Consumer Staples | 2.31% | ₹0.30 Cr |
| Itc Ltd | Consumer Staples | 2.29% | ₹0.29 Cr |
| Itc Ltd | Consumer Staples | 2.29% | ₹0.29 Cr |
| Bharat Petroleum Corporation Ltd | Energy & Utilities | 2.01% | ₹0.27 Cr |
| Bharat Petroleum Corporation Ltd | Energy & Utilities | 2.01% | ₹0.27 Cr |
| Navin Fluorine International Ltd | Materials | 2.04% | ₹0.27 Cr |
| Bank Of Baroda | Financial | 1.98% | ₹0.26 Cr |
| Bank Of Baroda | Financial | 1.98% | ₹0.26 Cr |
| Bharat Petroleum Corporation Ltd | Energy & Utilities | 1.99% | ₹0.25 Cr |
| Bharat Petroleum Corporation Ltd | Energy & Utilities | 1.99% | ₹0.25 Cr |
| Schaeffler India Ltd | Industrials | 1.94% | ₹0.25 Cr |
| Schaeffler India Ltd | Industrials | 1.94% | ₹0.25 Cr |
| Bharat Petroleum Corporation Ltd | Energy & Utilities | 1.90% | ₹0.25 Cr |
| Bank Of Baroda | Financial | 1.92% | ₹0.25 Cr |
| Bank Of Baroda | Financial | 1.92% | ₹0.25 Cr |
| Schaeffler India Ltd | Industrials | 1.86% | ₹0.24 Cr |
| Hcl Technologies Ltd | Technology | 1.80% | ₹0.24 Cr |
| Hcl Technologies Ltd | Technology | 1.80% | ₹0.24 Cr |
| Hindalco Industries Ltd | Materials | 1.79% | ₹0.24 Cr |
| Hindalco Industries Ltd | Materials | 1.79% | ₹0.24 Cr |
| Schaeffler India Ltd | Industrials | 1.77% | ₹0.24 Cr |
| Schaeffler India Ltd | Industrials | 1.77% | ₹0.24 Cr |
| Sbi Life Insurance Company Ltd | Financial | 1.72% | ₹0.23 Cr |
| Sbi Life Insurance Company Ltd | Financial | 1.72% | ₹0.23 Cr |
| Hcl Technologies Ltd | Technology | 1.75% | ₹0.23 Cr |
| Bank Of Baroda | Financial | 1.73% | ₹0.23 Cr |
| Navin Fluorine International Ltd | Materials | 1.69% | ₹0.23 Cr |
| Navin Fluorine International Ltd | Materials | 1.69% | ₹0.23 Cr |
| Hcl Technologies Ltd | Technology | 1.69% | ₹0.22 Cr |
| Hcl Technologies Ltd | Technology | 1.69% | ₹0.22 Cr |
| Sbi Life Insurance Company Ltd | Financial | 1.65% | ₹0.22 Cr |
| Hindalco Industries Ltd | Materials | 1.68% | ₹0.21 Cr |
| Hindalco Industries Ltd | Materials | 1.68% | ₹0.21 Cr |
| Sbi Life Insurance Company Ltd | Financial | 1.64% | ₹0.21 Cr |
| Sbi Life Insurance Company Ltd | Financial | 1.64% | ₹0.21 Cr |
| Tata Motors Ltd | Consumer Discretionary | 1.50% | ₹0.20 Cr |
| Tata Motors Ltd | Consumer Discretionary | 1.50% | ₹0.20 Cr |
| Hindalco Industries Ltd | Materials | 1.47% | ₹0.19 Cr |
| Tata Consultancy Services Ltd | Technology | 1.42% | ₹0.19 Cr |
| Tata Consultancy Services Ltd | Technology | 1.42% | ₹0.19 Cr |
| Tata Consumer Products Ltd | Consumer Staples | 1.41% | ₹0.19 Cr |
| Tata Consumer Products Ltd | Consumer Staples | 1.41% | ₹0.19 Cr |
| Tata Consultancy Services Ltd | Technology | 1.44% | ₹0.19 Cr |
| Navin Fluorine International Ltd | Materials | 1.44% | ₹0.18 Cr |
| Navin Fluorine International Ltd | Materials | 1.44% | ₹0.18 Cr |
| Tata Consumer Products Ltd | Consumer Staples | 1.43% | ₹0.18 Cr |
| Tata Consumer Products Ltd | Consumer Staples | 1.43% | ₹0.18 Cr |
| Tata Consultancy Services Ltd | Technology | 1.40% | ₹0.18 Cr |
| Tata Consultancy Services Ltd | Technology | 1.40% | ₹0.18 Cr |
| Cipla Ltd | Healthcare | 1.36% | ₹0.18 Cr |
| Tata Consumer Products Ltd | Consumer Staples | 1.33% | ₹0.17 Cr |
| Cipla Ltd | Healthcare | 1.34% | ₹0.17 Cr |
| Cipla Ltd | Healthcare | 1.34% | ₹0.17 Cr |
| Cipla Ltd | Healthcare | 1.28% | ₹0.17 Cr |
| Cipla Ltd | Healthcare | 1.28% | ₹0.17 Cr |
| Birla Corporation Ltd | Materials | 1.24% | ₹0.16 Cr |
| Kotak Mahindra Bank Ltd | Financial | 1.15% | ₹0.15 Cr |
| Kotak Mahindra Bank Ltd | Financial | 1.15% | ₹0.15 Cr |
| Kotak Mahindra Bank Ltd | Financial | 1.14% | ₹0.15 Cr |
| Kotak Mahindra Bank Ltd | Financial | 1.14% | ₹0.15 Cr |
| Birla Corporation Ltd | Materials | 1.14% | ₹0.15 Cr |
| Birla Corporation Ltd | Materials | 1.14% | ₹0.15 Cr |
| Kotak Mahindra Bank Ltd | Financial | 1.11% | ₹0.14 Cr |
| Birla Corporation Ltd | Materials | 1.05% | ₹0.14 Cr |
| Birla Corporation Ltd | Materials | 1.05% | ₹0.14 Cr |
| Hindustan Unilever Ltd | Consumer Staples | 1.00% | ₹0.13 Cr |
| Hindustan Unilever Ltd | Consumer Staples | 1.02% | ₹0.13 Cr |
| Hindustan Unilever Ltd | Consumer Staples | 1.02% | ₹0.13 Cr |
| Hindustan Unilever Ltd | Consumer Staples | 0.96% | ₹0.13 Cr |
| Hindustan Unilever Ltd | Consumer Staples | 0.96% | ₹0.13 Cr |
| Tata Motors Ltd | 0.96% | ₹0.13 Cr | |
| Tata Motors Ltd | 0.96% | ₹0.13 Cr | |
| Container Corporation Of India Ltd | Industrials | 0.83% | ₹0.11 Cr |
| Container Corporation Of India Ltd | Industrials | 0.77% | ₹0.10 Cr |
| Container Corporation Of India Ltd | Industrials | 0.77% | ₹0.10 Cr |
| Container Corporation Of India Ltd | Industrials | 0.77% | ₹0.10 Cr |
| Container Corporation Of India Ltd | Industrials | 0.77% | ₹0.10 Cr |
| Indusind Bank Ltd | Financial | 0.61% | ₹0.08 Cr |
| Indusind Bank Ltd | Financial | 0.59% | ₹0.08 Cr |
| Indusind Bank Ltd | Financial | 0.59% | ₹0.08 Cr |
| Wipro Ltd | Technology | 0.59% | ₹0.08 Cr |
| Wipro Ltd | Technology | 0.56% | ₹0.07 Cr |
| Wipro Ltd | Technology | 0.56% | ₹0.07 Cr |
| Wipro Ltd | Technology | 0.58% | ₹0.07 Cr |
| Wipro Ltd | Technology | 0.58% | ₹0.07 Cr |
| Indusind Bank Ltd | Financial | 0.57% | ₹0.07 Cr |
| Indusind Bank Ltd | Financial | 0.57% | ₹0.07 Cr |
| Cash/net Current Assets | Unspecified | 0.31% | ₹0.04 Cr |
| Cash/net Current Assets | Unspecified | 0.16% | ₹0.02 Cr |
| Cash/net Current Assets | Unspecified | 0.16% | ₹0.02 Cr |
| Cash/net Current Assets | Unspecified | 0.01% | ₹0.00 Cr |
| Cash/net Current Assets | Unspecified | 0.01% | ₹0.00 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Quant Elss Tax Saver Fund Direct-growth |
₹427.61 | 16.49% | 27.67% | - |
| Quant Elss Tax Saver Fund-growth |
₹380.85 | 15.18% | 25.82% | - |
| ICICI Prudential Elss Tax Saver Direct Plan - Growth |
₹1,077.49 | 17.26% | 20.11% | - |
| Canara Robeco Elss Tax Saver Direct- Growth |
₹203.16 | 16.39% | 19.66% | - |
| ICICI Prudential Elss Tax Saver Fund - Growth |
₹968.65 | 16.53% | 19.33% | - |
| Canara Robeco Elss Tax Saver Regular - Growth |
₹181.09 | 15.03% | 18.21% | - |
| Taurus Elss Tax Saver Direct-growth |
₹206.64 | 17.35% | 18.02% | - |
| Taurus Elss Tax Saver Regular-growth |
₹189.18 | 16.60% | 17.26% | 191.32 |
| Aditya Birla Sun Life Elss Tax Saver Direct-growth |
₹70.07 | 15.61% | 13.87% | - |
| Aditya Birla Sun Life Elss Tax Saver Regular-growth |
₹62.64 | 14.74% | 13.00% | - |
growth is based on 5Y returns of the funds
Sundaram Long Term Tax Advantage Fund Series Ii Direct-growth
What is the current AUM of Sundaram Long Term Tax Advantage Fund Series Ii Direct-growth?
As of Thu Jul 31, 2025, Sundaram Long Term Tax Advantage Fund Series Ii Direct-growth manages assets worth ₹13.0 crore
How has Sundaram Long Term Tax Advantage Fund Series Ii Direct-growth performed recently?
- 3 Months: -0.99%
- 6 Months: 13.09%
What is the long-term performance of Sundaram Long Term Tax Advantage Fund Series Ii Direct-growth?
- 3 Years CAGR: 14.89%
- 5 Years CAGR: 19.25%
- Since Inception: 14.76%
What is the portfolio composition of Sundaram Long Term Tax Advantage Fund Series Ii Direct-growth?
Equity: 97.32%, Others: 2.68%.
Who manages Sundaram Long Term Tax Advantage Fund Series Ii Direct-growth?
Sundaram Long Term Tax Advantage Fund Series Ii Direct-growth is managed by Dwijendra Srivastava from Sundaram Mutual Fund.
What is the market-cap allocation of Sundaram Long Term Tax Advantage Fund Series Ii Direct-growth?
Large Cap: 87.82%, Mid Cap: 9.33%, Small Cap: 2.85%.
Which are the top companies Sundaram Long Term Tax Advantage Fund Series Ii Direct-growth has invested in?
- HDFC Bank Ltd – 10.02% of the fund's portfolio
- ICICI Bank Ltd – 9.94% of the fund's portfolio
- HDFC Bank Ltd – 9.34% of the fund's portfolio
- HDFC Bank Ltd – 9.34% of the fund's portfolio
- HDFC Bank Ltd – 9.39% of the fund's portfolio
Which are the major sectors Sundaram Long Term Tax Advantage Fund Series Ii Direct-growth focuses on?
- Financial – 175.83% of the fund's portfolio
- Technology – 81.50% of the fund's portfolio
- Materials – 70.75% of the fund's portfolio
- Energy & Utilities – 63.61% of the fund's portfolio
- Industrials – 39.00% of the fund's portfolio
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^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.
