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

Dec 08, 2021

Category

ELSS

AUM (Cr.)

27.80

Exit Load (%)

0.00

Min Inv Lumpsum

500

Expense Ratio

1.42

Sharpe Ratio

32.45

Beta Ratio

0.00

Fund Manager

Rohit Seksaria

Inception Date

Jul 05, 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.

S&P BSE 500

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 Tax Advantage Fund-Sr.IV (IDCW) -2.62 22.4 76.51 22.76 0 18.25
Benchmark - S&P BSE 500 6.26 0.22 6.39 3.77 7.66 0
Category Average - BEST ELSS/TAX SAVER FUNDS -2.81 14.82 43.3 21.23 16.47 16.39
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
IDFC Tax Advantage (ELSS) Fund (G) 96.6900 2.34 51.67 22.56 19.64 3,517.71 1.94 500.00 invest
ICICI Pru Long Term Wealth Enhancement Fund (G) 15.9100 2.32 31.38 16.98 0.00 38.35 1.40 500.00 invest
ICICI Pru Long Term Wealth Enhancement Fund (IDCW) 15.9100 2.32 31.38 16.98 0.00 38.35 1.40 500.00 invest
HSBC Tax Saver Equity Fund (G) 56.7251 2.06 37.51 18.60 15.06 202.59 2.49 500.00 invest
HDFC Tax Saver Fund (IDCW) 59.7700 -97.42 41.91 14.37 11.77 9,449.41 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
Equity-Century Plyboard Oct 31, 2021 0.94 3.39 14.27
Equity-KSB Oct 31, 2021 0.86 3.10 1.67
Equity-Equitas Holdings Oct 31, 2021 0.82 2.94 7.64
Equity-M M Forgings Oct 31, 2021 0.82 2.94 6.78
Equity-Greenpanel Inds. Oct 31, 2021 0.78 2.81 24.55
Equity-Orient Electric Oct 31, 2021 0.73 2.61 -2.90
Equity-KEI Industries Oct 31, 2021 0.72 2.58 -18.20
Equity-CG Power & Indu. Oct 31, 2021 0.66 2.39 13.48
Equity-Grindwell Norton Oct 31, 2021 0.66 2.38 -17.99
Equity-Navin Fluo.Intl. Oct 31, 2021 0.66 2.37 -9.40

latest news

Sundaram Mutual Fund Announces takeover the Principal Mutual Fund

Sundaram Mutual Fund proposed to merge certain schemes of Sundaram MF schem...

Nov 26, 2021 11:52

Sundaram Diversified Equity Fund Announces dividend

Sundaram Mutual Fund has announced 12 March 2021 as the record date for dec...

Mar 09, 2021 11:47

Sundaram Equity Hybrid Fund Announces dividend

Sundaram Mutual Fund has announced 05 March 2021 as the record date for dec...

Mar 04, 2021 12:29

Sundaram Mutual Fund Announces change in benchmark index under two schemes

Sundaram Mutual Fund has decided to change the benchmark index for the foll...

May 29, 2020 12:17

SCHEME DETAILS

AMC Name : Sundaram Mutual Fund
Fund Name : Sundaram LT 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