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Sundaram Long Term Tax Advantage Fund Series VI Direct Payout Inc Dist cum Cap Wdrl Option

Sundaram Long Term Tax Advantage Fund Series VI Direct Payout Inc Dist cum Cap Wdrl Option

Get the latest NAV of Sundaram Long Term Tax Advantage Fund Series VI Direct Payout Inc Dist cum Cap Wdrl Option. 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

Absolute Gain%

Peer comparison

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
Inception Returns
Sundaram Long Term Tax Advantage Fund Series VI Direct Payout Inc Dist cum Cap Wdrl Option
-
0Cr
1.11%
-
-
-

Sundaram Long Term Tax Advantage Fund Series VI Direct Payout Inc Dist cum Cap Wdrl Option Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

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Total Investment

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Absolute Return

Sundaram Long Term Tax Advantage Fund Series VI Direct Payout Inc Dist cum Cap Wdrl Option Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio1.11%
Benchmark
BSE 500 India INR
AUM₹0 Cr
Inception Date25 December, 2018
Min Lumpsum/SIP--/--
Exit Load0%
Lock InNo Lock-in
TurnOver
0%
STCGSelling mutual fund within 36 months, gains taxed at slab rates.
LTCGHolding over 3 years, gains taxed at slab rates without indexation.
Risk
Risk meter
pointer
Very High Risk

About Sundaram Long Term Tax Advantage Fund Series VI Direct Payout Inc Dist cum Cap Wdrl Option

Sundaram Long Term Tax Advantage Fund Series VI Direct Payout Inc Dist cum Cap Wdrl Option is a debt fund. This fund was started on 25 December, 2018. The fund is managed by Dwijendra Srivastava, Rohit Seksaria. This fund is suitable to keep your money safe.

Key Parameters

  1. Sundaram Long Term Tax Advantage Fund Series VI Direct Payout Inc Dist cum Cap Wdrl Option has ₹0 Cr worth of assets under management (AUM) as on Dec 1969 and is less than category average.
  2. The fund has an expense ratio 1.1.

Returns

Sundaram Long Term Tax Advantage Fund Series VI Direct Payout Inc Dist cum Cap Wdrl Option has given a CAGR return of 0.00% since inception.

Holdings

Sundaram Long Term Tax Advantage Fund Series VI Direct Payout Inc Dist cum Cap Wdrl Option 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 Direct Payout Inc Dist cum Cap Wdrl Option

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 Direct Payout Inc Dist cum Cap Wdrl Option has no lock in period.

Fund Manager

Dwijendra Srivastava

Fund Manager of Sundaram Long Term Tax Advantage Fund Series VI Direct Payout Inc Dist cum Cap Wdrl Option, since 25 December 2018

Rohit Seksaria

Fund Manager of Sundaram Long Term Tax Advantage Fund Series VI Direct Payout Inc Dist cum Cap Wdrl Option, since 1 April 2019

Learn more about Sundaram Mutual Fund

Frequently Asked Questions for Sundaram Long Term Tax Advantage Fund Series VI Direct Payout Inc Dist cum Cap Wdrl Option

What is the current NAV of Sundaram Long Term Tax Advantage Fund Series VI Direct Payout Inc Dist cum Cap Wdrl Option?

The current NAV of Sundaram Long Term Tax Advantage Fund Series VI Direct Payout Inc Dist cum Cap Wdrl Option is ₹1025.43 as on 01-Jan-0001.

What are the average returns of Sundaram Long Term Tax Advantage Fund Series VI Direct Payout Inc Dist cum Cap Wdrl Option?

Existing (Absolute + CAGR) as on 01-Jan-0001.
Sundaram Long Term Tax Advantage Fund Series VI Direct Payout Inc Dist cum Cap Wdrl Option
Absolute Returns
CAGR Returns
1 Month Returns
0%
0%
6 Month Returns
0%
0%
1 Year Returns
0%
0%
3 Years Returns
0%
0%

How do I invest in Sundaram Long Term Tax Advantage Fund Series VI Direct Payout Inc Dist cum Cap Wdrl Option?

With INDmoney, the process of investing is very simple and involves zero commission.
  • Click Buy on the fund name.
  • Input the amount you are looking to invest.
  • Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
  • Select your bank account and proceed with Payment.

What is the expense ratio of Sundaram Long Term Tax Advantage Fund Series VI Direct Payout Inc Dist cum Cap Wdrl Option?

1.11% as on April 2025

Who is the manager of Sundaram Long Term Tax Advantage Fund Series VI Direct Payout Inc Dist cum Cap Wdrl Option?

Dwijendra Srivastava, Rohit Seksaria are the fund managers of Sundaram Long Term Tax Advantage Fund Series VI Direct Payout Inc Dist cum Cap Wdrl Option

What is the exit load of Sundaram Long Term Tax Advantage Fund Series VI Direct Payout Inc Dist cum Cap Wdrl Option?

The Exit load of Sundaram Long Term Tax Advantage Fund Series VI Direct Payout Inc Dist cum Cap Wdrl Option is 0%