Sundaram Long Term Tax Advantage Fund

Series II - IV

(A close-ended Equity Linked Savings Scheme)

About This Fund

10 year close-ended Equity Linked Savings Scheme with 3-year lock-in
Allows for income tax benefit under Section 80C of the Income Tax Act, 1961
Aims to generate capital appreciation by investing predominantly in equity and equity related instruments of companies

Fund Name	Inception Date	Maturity Date
Sundaram Long Term Tax Advantage Series II	21 Mar 2016	23 Mar 2026
Sundaram Long Term Tax Advantage Series III	28 Mar 2018	28 Mar 2028
Sundaram Long Term Tax Advantage Series IV	29 Jun 2018	29 Jun 2028

Scheme Type

ELSS

Benchmark

BSE 500 TRI

Fund Managers

Mr. Rohit Seksaria

Available Plans

Regular, Direct

Repayment Options

Income Distribution cum Capital Withdrawal (IDCW): Payout, Reinvestment, Transfer

Exit Load

Nil

Benchmark

Fund

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 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.

Name*

Email Address*

+91

Phone Number*

Select State*

Select City*

Enter Feedback/Query

Enter OTP*

Subscribe to our Blog - Wise Investor

By submitting my details, I override my NDNC registration and authorize Sundaram Mutual and its representatives to contact me.

I would like to get the latest brand, fund, and market updates on WhatsApp.