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Partner With Us

Oct 27, 2021


Category

ELSS

AUM (Cr.)

41.84

Exit Load (%)

0.00

Min Inv Lumpsum

500

Expense Ratio

1.43

Sharpe Ratio

37.97

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.

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) 3.05 47.85 110.08 24.82 0 10.62
Benchmark - Nifty Free Float Smallcap 100 18.52 -0.58 7.6 -7.87 2.59 0
Category Average - BEST ELSS/TAX SAVER FUNDS 2.62 28.42 65.24 24.02 15.63 16.95
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.IV (G) 17.5311 0.77 103.04 23.37 0.00 28.04 1.42 500.00 invest
SBI Long Term Advantage Fund - Series IV (G) 30.9023 0.68 103.42 38.61 0.00 197.77 2.75 500.00 invest
Sundaram LT MC Tax Advantage Fund-Sr.VI (G) 14.9252 0.64 119.29 25.49 0.00 42.46 1.41 500.00 invest
Sundaram LT MC Tax Advantage Fund-Sr.VI (IDCW) 14.9252 0.64 119.29 25.49 0.00 42.46 1.41 500.00 invest
HDFC Tax Saver Fund (IDCW) 60.6250 -97.46 61.46 16.05 11.52 9,361.46 1.90 500.00 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 Sep 30, 2021 1.65 3.94 -3.29
Equity-KEI Industries Sep 30, 2021 1.53 3.66 21.65
Equity-Angel Broking Sep 30, 2021 1.46 3.49 9.55
Equity-Grindwell Norton Sep 30, 2021 1.41 3.37 -3.34
Equity-Navin Fluo.Intl. Sep 30, 2021 1.28 3.06 -14.76
Equity-M M Forgings Sep 30, 2021 1.15 2.75 4.27
Equity-Century Plyboard Sep 30, 2021 1.15 2.75 17.41
Equity-Himatsing. Seide Sep 30, 2021 1.11 2.64 8.63
Equity-Equitas Holdings Sep 30, 2021 1.10 2.63 -1.59
Equity-KPIT Technologi. Sep 30, 2021 1.10 2.63 1.47

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
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