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  • Mutual Fund
  • Sundaram LT MC Tax Advantage Fund-Sr.IV (G)

Nov 28, 2023

Category

ELSS

AUM (Cr.)

37.92

Exit Load (%)

0.00

Min Inv Lumpsum

500

Expense Ratio

1.43

Sharpe Ratio

18.20

Beta Ratio

0.00

Fund Manager

Rohit Seksaria

Inception Date

Mar 27, 2017

Risk Level

Very High

Investment Objective

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.

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Nifty Free Float Smallcap 100

Return Calculator

Investment Type

SIP Lumpsum

Company

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Sundaram LT MC Tax Advantage Fund-Sr.IV (G) 6.26 26.18 35.83 40.49 22.14 13.7
Benchmark - Nifty Free Float Smallcap 100 18.52 -0.58 7.6 -7.87 2.59 0
Category Average - BEST ELSS/TAX SAVER FUNDS 5.8 15.82 17.38 22.29 16.9 15.52
Category Rank 1/1 1/1 1/1 1/1 1/1 1/1
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Quant Tax Plan-(G) 292.0925 1.83 15.07 33.10 26.56 4,956.53 1.85 500.00 invest
SBI Long Term Advantage Fund - Series IV (G) 38.0060 1.27 18.43 30.62 25.73 184.23 2.75 500.00 invest
SBI Long Term Equity Fund (G) 303.8782 1.11 25.45 24.53 17.58 15,773.93 1.69 500.00 invest
Motilal Oswal ELSS Tax Saver Fund (G) 34.6657 1.04 24.72 22.37 16.34 2,507.68 1.93 500.00 invest
HDFC ELSS Tax Saver Fund (IDCW) 64.6470 -97.92 18.89 25.30 14.58 11,271.61 1.75 500.00 invest

Asset Allocation

Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)		 4 Months Trends
Equity-Safari Inds. Oct 31, 2023 2.33 6.16 5.57
Reverse Repo-TREPS Oct 31, 2023 2.26 5.96 28.02
Equity-Angel One Oct 31, 2023 2.00 5.27 39.51
Equity-Equitas Sma. Fin Oct 31, 2023 1.90 5.02 3.46
Equity-KSB Oct 31, 2023 1.77 4.66 2.41
Equity-KEI Industries Oct 31, 2023 1.63 4.30 -9.45
Equity-Greenpanel Inds. Oct 31, 2023 1.52 4.02 -6.81
Equity-Health.Global Oct 31, 2023 1.31 3.45 3.59
Equity-Brigade Enterpr. Oct 31, 2023 1.13 2.99 8.38
Equity-Multi Comm. Exc. Oct 31, 2023 1.12 2.95 13.72

latest news

Sundaram MF Announces Income Distribution cum capital withdrawal (IDCW) under two schemes

Sundaram Mutual Fund has announced 17 November 2023 as the record date for ...

Nov 15, 2023 09:47

Sundaram MF Announces change in scheme name

Sundaram Mutual Fund has announced change in scheme name under the followin...

Nov 10, 2023 09:06

Sundaram MF Announces Income Distribution cum capital withdrawal (IDCW) under two schemes

Sundaram Mutual Fund has announced 03 November 2023 as the record date for ...

Nov 01, 2023 09:39

Sundaram MF Announces Income Distribution cum capital withdrawal (IDCW) under two schemes

Sundaram Mutual Fund has announced 27 October 2023 as the record date for t...

Oct 23, 2023 09:35

Sundaram MF Announces Income Distribution cum capital withdrawal (IDCW) under Four schemes

Sundaram Mutual Fund has announced 20 October 2023 as the record date for t...

Oct 18, 2023 11:32

Sundaram MF Announces Income Distribution cum capital withdrawal (IDCW) under two schemes

Sundaram Mutual Fund has announced 17 October 2023 as the record date for t...

Oct 14, 2023 09:29

SCHEME DETAILS

AMC Name : Sundaram Mutual Fund
Fund Name : Sundaram LT MC Tax Advantage Fund-Sr.IV (G)
Contact Persone : Rohit Seksaria
Registered Address : Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai 600 014
Telephone No : 044-2858 3362/3367
Fax No. : 044-2858 3156
Email : dhirent:sundarammutual.com
Website : www.sundarammutual.com