Sundaram Long Term Tax Advantage Fund Series I Direct Growth is an equity fund. This fund was started on 26 March, 2015. The fund is managed by Rohit Seksaria, Sudhir Kedia. The fund could potentially beat inflation in the long-run.
Expense ratio | 1.37% |
Benchmark | S&P BSE 500 India TR INR |
AUM | ₹19 Cr |
Inception Date | 26 March, 2015 |
Min Lumpsum/SIP | --/-- |
Exit Load | 0% |
Lock In | 3 Years |
TurnOver | 3.85% |
Size breakup
Sundaram Long Term Tax Advantage Fund Series I Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 0.48% | 0.48% |
6 Month Returns | 13.41% | 13.41% |
1 Year Returns | 26.23% | 26.23% |
3 Years Returns | 65.57% | 18.3% |
5 Years Returns | 109.56% | 15.95% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Sundaram Long Term Tax Advantage Fund Series I Direct Growth | -6.88 | 0.1 | -0.91 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Sundaram Long Term Tax Advantage Fund Series I Direct Growth | 0.96 | 0.91 | 1 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Sundaram Long Term Tax Advantage Fund Series I Direct Growth | 1.93 | 1 | 0.63 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Sundaram Long Term Tax Advantage Fund Series I Direct Growth | 10.35 | 12.26 | 19.07 |