Sundaram Long Term Tax Advantage Fund Series II Regular-Growth

The current Net Asset Value (NAV) of the Sundaram Long Term Tax Advantage Fund Series II - Direct Growth plan is approximately ₹35.7463 as of Jun 05, 2025.

The Sundaram Long Term Tax Advantage Fund Series II is a 9 yrs 7 m old fund and has delivered average annual returns of 14.82% since inception.

Sundaram Long Term Tax Advantage Fund Series II Returns

The Sundaram Long Term Tax Advantage Fund Series II - Direct Growth has an expense ratio of 1.38%, which reflects the fund's management and operating costs. This percentage is subtracted from the fund's annual returns, impacting net returns for investors.

The Sundaram Long Term Tax Advantage Fund Series II currently has assets under management (AUM) or fund size valued at approximately ₹12 Crs crore as of Mar 31, 2025.

The Sundaram Long Term Tax Advantage Fund Series II has invested the majority of its money in the stocks of the following companies -

The Sundaram Long Term Tax Advantage Fund Series II has primarily invested in the following sectors

This is a Elss fund comes with Very High risk.

Yes, this fund comes with a mandatory lock-in period of 3 years.

Sundaram Long Term Tax Advantage Fund Series II Regular-Growth is the regular plan of the fund. For this plan of you pay 1.38%  as annual charges. On the other hand if you go for the direct plan available on ET Money, you pay 1.17%. That's 0.20999999999999996% less.

Regular plans charge more because when you buy them, the fund pays commission to the agent. This is an additional expense for the fund and to cover this expense, the fund takes a bigger share from the returns generated by your investments.

So, the lower annual cost of the direct plan means you will earn 0.20999999999999996% if you opt for direct plan of Sundaram Long Term Tax Advantage Fund Series II

Redeeming your investments in Sundaram Long Term Tax Advantage Fund Series II is super easy. If you have invested in this fund via ET Money, just login into the app, go to the investment section and put the redemption request.

If you have invested in Sundaram Long Term Tax Advantage Fund Series II from anywhere else, you can go to the fund house website and put a request through it.