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Partner With Us NRI

Sep 30, 2022


Category

ELSS

AUM (Cr.)

34.36

Exit Load (%)

0.00

Min Inv Lumpsum

500

Expense Ratio

1.43

Sharpe Ratio

7.80

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

Period(Year)

Amount

  • 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) -0.09 6.5 10.79 29.5 10.27 10.2
Benchmark - Nifty Free Float Smallcap 100 18.52 -0.58 7.6 -7.87 2.59 0
Category Average - BEST ELSS/TAX SAVER FUNDS -1.77 1.54 1.62 19.1 11.61 14.53
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
Nippon India Tax Saver (ELSS) Fund - (G) 77.3424 1.84 0.76 15.29 5.19 12,040.75 1.75 500.00 invest
SBI Long Term Advantage Fund - Series V (G) 16.5348 1.84 3.07 17.29 0.00 311.71 2.72 500.00 invest
SBI Long Term Advantage Fund - Series V (IDCW) 16.5273 1.83 3.07 17.28 0.00 311.71 2.72 500.00 invest
Bank of India Tax Advantage Fund - Eco (G) 105.1200 1.80 -2.30 23.93 15.12 644.78 2.23 500.00 invest
HDFC Tax Saver Fund (IDCW) 56.0390 -97.68 7.05 15.38 8.88 9,787.51 1.79 500.00 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
Reverse Repo-TREPS Aug 31, 2022 3.44 10.01 -22.65
Equity-Greenpanel Inds. Aug 31, 2022 1.32 3.85 19.71
Equity-Century Plyboard Aug 31, 2022 1.22 3.54 7.53
Equity-KEI Industries Aug 31, 2022 1.14 3.32 7.02
Equity-KSB Aug 31, 2022 1.10 3.21 29.40
Equity-KPIT Technologi. Aug 31, 2022 1.10 3.20 2.48
Equity-Grindwell Norton Aug 31, 2022 1.07 3.12 25.23
Equity-Angel One Aug 31, 2022 1.01 2.95 -4.35
Equity-Navin Fluo.Intl. Aug 31, 2022 1.01 2.93 -21.96
Equity-Health.Global Aug 31, 2022 0.97 2.81 1.48

latest news

Sundaram Mutual Fund Announces quarterly & Half Yearly IDCW under its schemes

Sundaram Mutual Fund has announced 28 September 2022 as the record date for...

Sep 24, 2022 13:26

Sundaram Mutual Fund Announces quarterly & Half Yearly IDCW under its schemes

Sundaram Mutual Fund has announced 27 September 2022 as the record date for...

Sep 23, 2022 11:45

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

Sundaram Mutual Fund has announced 26 September 2022 as the record date for...

Sep 22, 2022 12:28

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

Sundaram Mutual Fund has announced 23 September 2022 as the record date for...

Sep 19, 2022 11:46

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

Sundaram Mutual Fund has announced 20 September 2022 as the record date for...

Sep 17, 2022 13:09

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

Sundaram Mutual Fund has announced 16 September 2022 as the record date for...

Sep 14, 2022 12:29

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 : dhirent@sundarammutual.com
Website : www.sundarammutual.com