Sundaram Long Term Tax Advantage Fund Series VI
Get the latest NAV of Sundaram Long Term Tax Advantage Fund Series VI. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹1025.43
NAV as on 01 Jan 0001
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Sundaram Long Term Tax Advantage Fund Series VI Performance vs. Fixed Maturity Short-Term Bond Index
Fund returns vs Benchmark returns vs Category Average returns as on (01-Jan-01)
The fund has underperformed the benchmark (Fixed Maturity Short-Term Bond Index) over the last 1Y, 3Y, 5Y time periods.
Peer comparison
Sundaram Long Term Tax Advantage Fund Series VI Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Sundaram Long Term Tax Advantage Fund Series VI Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 1.11% |
Benchmark | BSE 500 India INR |
| AUM | -- |
| Inception Date | 25 December, 2018 |
| Min Lumpsum/SIP | --/-- |
| Exit Load | 0% |
| Lock In | No Lock-in |
TurnOver | 0% |
| Risk |   Very High Risk |
About Sundaram Long Term Tax Advantage Fund Series VI
Sundaram Long Term Tax Advantage Fund Series VI is a debt fund. This fund was started on 25 December, 2018. The fund is managed by S Krishnakumar, Dwijendra Srivastava, Rohit Seksaria. This fund is suitable to keep your money safe.
Key Parameters
- Sundaram Long Term Tax Advantage Fund Series VI has ₹0 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
- The fund has an expense ratio 1.1.
Returns
Sundaram Long Term Tax Advantage Fund Series VI has given a CAGR return of 0.00% since inception.
Holdings
Sundaram Long Term Tax Advantage Fund Series VI has allocated its funds majorly in . Its top holdings are
Taxation
As it is a fixed maturity short-term bond mutual fund the taxation is as follows:If the fund is debt oriented i.e. asset allocation of more than 65% in debt instruments:Invested before 1 April 2023 and held for less than 24 months, STCG will be taxed at your income slab rate.Invested before 1 April 2023 and held for more than 24 months, LTCG will be taxed at 12.5%.Invested after 1 April 2023, capital gains will be taxed at your income slab rate.Dividends will always be taxed at slab rate.
Investment objective of Sundaram Long Term Tax Advantage Fund Series VI
The investment objective of the scheme is 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. however, there is no guarantee or assurance that the investment objective of the scheme will be achieved.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 0.00 and for SIP is INR 0.00. Sundaram Long Term Tax Advantage Fund Series VI has no lock in period.
Fund Manager
S Krishnakumar
Fund Manager of Sundaram Long Term Tax Advantage Fund Series VI, since 25 December 2018
Dwijendra Srivastava
Fund Manager of Sundaram Long Term Tax Advantage Fund Series VI, since 25 December 2018
Rohit Seksaria
Fund Manager of Sundaram Long Term Tax Advantage Fund Series VI, since 1 April 2019
Frequently Asked Questions for Sundaram Long Term Tax Advantage Fund Series VI
How do I invest in Sundaram Long Term Tax Advantage Fund Series VI?
- Download the INDmoney app.
- Search for ‘Sundaram Long Term Tax Advantage Fund Series VI’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.