Sundaram Long Term Tax Advantage Fund Series I and Series IV

Suitability:

Series I - IV
This product is suitable for investors who are seeking 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.

Fund Features:
  1. 10 year closed-end Equity Linked Savings Scheme with 3 year lock-in.
  2. Close ended nature of fund enables taking a long term view

* 0 - indicates No Value
Data as on Oct, 2018
Click here for performance track record of all funds

Positioning :

Long Term Equity Linked Savings Scheme

Asset Allocation
Scheme/Instrument % of the investible funds (indicative) Risk Profile
Equity & Equity-linked Instruments 80-100% High
Fixed Income and money Low to market securities Upto 20% Low to Medium
Scheme Information Document
Scheme Information Document
Scheme Name Maturity Date SID
Sundaram Long Term Tax Advantage Series I March 26, 2025
Sundaram Long Term Tax Advantage Series II March 23, 2026
Moderately High Risk

This product is suitable for investors who are seeking*

  • Capital appreciation over a period of 10 years
  • Investment in equity and equity related instruments of companies along with income tax benefit Investors understand that their principal will be at moderately high risk

* Investors should consult their financial advisers if in doubt about whether the product is suitable for them

Past performance may or may not be sustained in future.

Fund Facts

Inception
Sundaram Long Term Tax Advantage Series I - 26-Mar-2015
Sundaram Long Term Tax Advantage Series II - 21-Mar-2016
Sundaram Long Term Tax Advantage Series III - 28-Mar-2018
Sundaram Long Term Tax Advantage Series IV - 29-Jun-2018
Maturity Dates
Sundaram Long Term Tax Advantage Series I -26-Mar-2025
Sundaram Long Term Tax Advantage Series II - 23-Mar-2026
Sundaram Long Term Tax Advantage Series III - 28-Mar-2028
Sundaram Long Term Tax Advantage Series IV - 29-Jun-2028
Average AUM for the month of
Sundaram Long Term Advantage Series I: Crore
Sundaram Long Term Advantage Series II: Crore
Sundaram Long Term Advantage Series III: Crore
Sundaram Long Term Advantage Series IV: Crore
Benchmark S & P BSE 500 Index
Fund Manager
Series I & IV: Mr. S.Bharath
Plans Regular, Direct
Options
Growth
Dividend – Payout
Minimum Investment Not applicable.
Minimum Additional Purchase Not applicable.
Exit Load (both plans) Not applicable.
Entry Load Not applicable.

Sundaram Long Term Micro Cap Tax Advantage Fund Series III and Series VI

Fund Features:
  1. 10 year closed-end equity linked savings scheme with 3-year lock-in, which invests in micro caps.
  2. Micro caps are defined as companies ranked 301 and over by market capitalization on the NSE.
  3. Buy-and-Hold approach to enable alpha generation during periods of strong economic expansion.
  4. Suitable for investors with a higher risk appetite and as a component of a well-diversified portfolio.
Suitability:

This fund is suitable for investors seeking to generate capital appreciation over a period of ten years by predominantly investing in equity and equity related instruments of companies that can be termed as micro-cap and from income tax benefit available.

* 0 - indicates No Value
Data as on Oct, 2018
Click here for performance track record of all funds

Positioning :

Long Term Equity Linked Savings Scheme

Asset Allocation
Scheme/Instrument % of the investible funds (indicative) Risk Profile
Equity & Equity-linked Instruments 65-100% high
Fixed Income and money market securities Up to 20% Low to medium
Moderately Risk

This product is suitable for investors who are seeking*

  • Capital appreciation over a period of 10 years
  • Investment in equity and equity related instruments of companies that can be termed as micro-caps along with income tax benefit

* Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Fund Facts

Inception
Sundaram Long Term Tax Advantage Series III - 18-Nov-2016
Sundaram Long Term Tax Advantage Series IV - 24-Mar-2017
Sundaram Long Term Tax Advantage Series V - 05-Jul-2017
Sundaram Long Term Tax Advantage Series VI - 28-Sep-2017
Maturity Dates
Sundaram Long Term Tax Advantage Series III - 18-Nov-2026
Sundaram Long Term Tax Advantage Series IV - 24-Mar-2027
Sundaram Long Term Tax Advantage Series V - 05-Jul-2027
Sundaram Long Term Tax Advantage Series VI - 28-Sep-2027
Average AUM for the month of Sundaram Long Term Tax Advantage Series III: Crorebr
Sundaram Long Term Tax Advantage Series IV: Crore
Sundaram Long Term Tax Advantage Series V: Crore
Sundaram Long Term Tax Advantage Series VI: Crore
Benchmark Nifty Small Cap 100
Fund Manager
Series III & VI: Mr.S Krishnakumar and Mr. Dwijendra Srivastava
Plans Regular, Direct
Options
I. Growth
II. Dividend Payout
Minimum Investment 500
Minimum Additional Purchase Not applicable
Exit Load (both plans) Not applicable
Entry Load Not applicable