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  • Mutual Fund
  • Sundaram LT Tax Advantage Fund-Sr.III (IDCW)

Sep 27, 2023

Category

ELSS

AUM (Cr.)

34.11

Exit Load (%)

0.00

Min Inv Lumpsum

500

Expense Ratio

1.41

Sharpe Ratio

19.15

Beta Ratio

0.00

Fund Manager

Rohit Seksaria

Inception Date

Apr 03, 2018

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 Tax Advantage Fund-Sr.III (IDCW) 3.37 36.23 32.02 45 20.9 15.18
Benchmark - S&P BSE 500 6.26 0.22 6.39 3.77 7.66 0
Category Average - BEST ELSS/TAX SAVER FUNDS 2.97 23.48 20.62 27.01 15.76 15.2
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 MC Tax Advantage Fund-Sr.IV (IDCW) 22.1290 0.85 31.70 44.70 19.93 38.41 1.43 500.00 invest
Sundaram LT MC Tax Advantage Fund-Sr.IV (G) 22.1292 0.85 31.71 44.70 19.93 38.41 1.43 500.00 invest
Sundaram LT MC Tax Advantage Fund-Sr.V (IDCW) 21.3018 0.84 29.64 44.14 19.24 32.51 1.41 500.00 invest
Sundaram LT MC Tax Advantage Fund-Sr.V (G) 21.3018 0.84 29.64 44.14 19.24 32.51 1.41 500.00 invest
HDFC Tax Saver Fund (IDCW) 61.9030 -97.94 24.20 28.58 12.76 11,285.76 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
-KEI Industries Aug 31, 2023 1.64 4.81 0.00
-KSB Aug 31, 2023 1.53 4.49 0.00
-Safari Inds. Aug 31, 2023 1.45 4.26 0.00
-Greenpanel Inds. Aug 31, 2023 1.40 4.10 0.00
-Equitas Sma. Fin Aug 31, 2023 1.38 4.04 0.00
-PVR Inox Aug 31, 2023 1.08 3.17 0.00
-Ador Welding Aug 31, 2023 0.95 2.78 0.00
-Persistent Sys Aug 31, 2023 0.94 2.76 0.00
-Health.Global Aug 31, 2023 0.86 2.51 0.00
-Navin Fluo.Intl. Aug 31, 2023 0.85 2.49 0.00

latest news

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

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

Sep 25, 2023 09:50

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

Sundaram Mutual Fund has announced 22 September 2023 as the record date for...

Sep 20, 2023 10:00

Sundaram MF Announces Income Distribution cum capital withdrawal (IDCW)

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

Sep 16, 2023 09:20

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

Sundaram Mutual Fund has announced 15 September 2023 as the record date for...

Sep 14, 2023 10:39

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

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

Aug 12, 2023 09:38

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

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

Jul 13, 2023 09:42

SCHEME DETAILS

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