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

May 29, 2023

Category

ELSS

AUM (Cr.)

28.08

Exit Load (%)

0.00

Min Inv Lumpsum

500

Expense Ratio

1.41

Sharpe Ratio

3.84

Beta Ratio

0.00

Fund Manager

Rohit Seksaria

Inception Date

Jul 11, 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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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.V (G) 5.23 6.67 24.41 47.73 10.92 10.55
Benchmark - Nifty Free Float Smallcap 100 18.52 -0.58 7.6 -7.87 2.59 0
Category Average - BEST ELSS/TAX SAVER FUNDS 3.96 1.85 16.95 29.48 11.84 13.87
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
Quantum Tax Saving Fund - Regular (IDCW) 81.9800 0.90 14.35 25.52 9.57 122.31 1.79 500.00 invest
Quantum Tax Saving Fund - Regular (G) 81.9800 0.90 14.35 25.52 9.57 122.31 1.79 500.00 invest
SBI Long Term Advantage Fund - Series III (G) 28.3924 0.87 17.40 35.50 16.41 55.02 2.87 500.00 invest
SBI Long Term Advantage Fund - Series II (G) 28.7292 0.84 15.86 34.38 15.31 30.68 2.89 500.00 invest
HDFC Tax Saver Fund (IDCW) 55.1060 -97.94 18.78 28.74 10.19 10,178.51 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
Reverse Repo-Reverse Repo Apr 30, 2023 2.24 7.98 1,351.42
Equity-Safari Inds. Apr 30, 2023 1.31 4.68 19.29
Equity-Equitas Sma. Fin Apr 30, 2023 1.26 4.48 -15.51
Equity-KSB Apr 30, 2023 1.14 4.06 7.43
Equity-KEI Industries Apr 30, 2023 0.97 3.46 11.57
Equity-Navin Fluo.Intl. Apr 30, 2023 0.90 3.20 13.58
Equity-PVR Inox Apr 30, 2023 0.86 3.05 -4.62
Equity-Brigade Enterpr. Apr 30, 2023 0.84 2.98 5.73
Equity-Greenpanel Inds. Apr 30, 2023 0.81 2.89 12.20
Equity-Angel One Apr 30, 2023 0.79 2.82 5.79

latest news

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

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

May 15, 2023 10:03

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

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

Apr 12, 2023 08:18

Sundaram MF Announces Income Distribution cum capital withdrawal (IDCW)

Sundaram Mutual Fund has announced 24 March 2023 as the record date for the...

Mar 22, 2023 10:17

Sundaram Multi Cap Fund Announces Income Distribution Cum Capital Withdrawal (IDCW)

Sundaram Mutual Fund has announced 14 March 2023 as the record date for the...

Mar 11, 2023 08:29

Sundaram Mutual Fund Announces Half Yearly IDCW under its schemes

Sundaram Mutual Fund has announced 10 March 2023 as the record date for the...

Mar 08, 2023 10:02

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

Sundaram Mutual Fund has announced 08 March 2023 as the record date for the...

Mar 04, 2023 09:20

SCHEME DETAILS

AMC Name : Sundaram Mutual Fund
Fund Name : Sundaram LT MC Tax Advantage Fund-Sr.V (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