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NRI

Feb 14, 2025


Category

ELSS

AUM (Cr.)

35.31

Exit Load (%)

0.00

Min Inv Lumpsum

500

Expense Ratio

1.44

Sharpe Ratio

3.16

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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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 (IDCW) -7.21 -10.06 -1.85 18 24.48 12.18
Benchmark - Nifty Free Float Smallcap 100 18.52 -0.58 7.6 -7.87 2.59 0
Category Average - BEST ELSS/TAX SAVER FUNDS -5.22 -8.99 5.41 14.65 17.59 14.57
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
Sundaram LT Tax Advantage Fund - Sr.I (IDCW) 24.3480 0.01 7.17 14.26 16.57 19.18 1.44 500.00 invest
Sundaram LT Tax Advantage Fund - Sr.I (G) 30.8056 0.01 7.17 14.26 16.58 19.18 1.44 500.00 invest
Bajaj Finserv ELSS Tax Saver Fund - Regular (IDCW) 10.0390 -0.01 0.00 0.00 0.00 29.51 0.00 500.00 invest
Bajaj Finserv ELSS Tax Saver Fund - Regular (G) 10.0390 -0.01 0.00 0.00 0.00 29.51 0.00 500.00 invest
DSP ELSS Tax Saver Fund (IDCW) 22.5430 -3.77 8.76 15.89 18.20 15,985.06 0.00 500.00 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. Jan 31, 2025 2.37 6.70 -6.78
Equity-Multi Comm. Exc. Jan 31, 2025 2.15 6.08 -19.94
Equity-Aster DM Health. Jan 31, 2025 1.67 4.72 -1.68
Equity-Greenpanel Inds. Jan 31, 2025 1.64 4.64 0.33
Equity-Angel One Jan 31, 2025 1.48 4.19 -19.02
Equity-Navin Fluo.Intl. Jan 31, 2025 1.46 4.14 18.27
Equity-Sapphire Foods Jan 31, 2025 1.41 3.98 -11.22
Equity-Affle India Jan 31, 2025 1.36 3.86 -6.88
Reverse Repo-TREPS Jan 31, 2025 1.33 3.78 -9.03
Equity-Equitas Sma. Fin Jan 31, 2025 1.24 3.52 6.69

latest news

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

Sundaram Mutual Fund has announced 17 February 2025 as the record date for ...

Feb 13, 2025 09:22

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

Sundaram Mutual Fund has announced 17 January 2025 as the record date for t...

Jan 14, 2025 09:20

Sundaram MF announces change in Fund Manager of the following scheme

Sundaram Mutual Fund has announced change in Fund Managers of the following...

Dec 18, 2024 12:30

Sundaram MF announces Income Distribution cum capital withdrawal (IDCW)

Sundaram Mutual Fund has announced 19 December 2024 as the record date for ...

Dec 17, 2024 09:10

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

Sundaram Mutual Fund has announced 17 December 2024 as the record date for ...

Dec 13, 2024 09:25

Sundaram Mutual Fund announces IDCW under its scheme

Sundaram Mutual Fund has announced 11 December 2024 as the record date for ...

Dec 12, 2024 11:16

SCHEME DETAILS

AMC Name : Sundaram Mutual Fund
Fund Name : Sundaram LT MC Tax Advantage Fund-Sr.IV (IDCW)
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 : customerservices:sundarammutual.com
Website : www.sundarammutual.com