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Fund Overview

Sundaram LT MC Tax Advantage Fund-Sr.IV (G)

Get details information of scheme on investment, NAV, Performation.

Nav (₹)

28.31

Inception Date

27-03-2017

Category

Equity - Tax Planning
Investment Objectives

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.

Risk O Meter
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Performance
Scheme Name 3 Months (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) 10 Years (%) Since Inception (%)
Sundaram LT MC Tax Advantage Fund-Sr.IV (G) 7.75 10.34 34.65 25.12 30.46 NA 15.07
Value of 1,00,000 is now

Worth of investments in last

This Scheme

SIP

Benchmark (Nifty Smallcap 100 TRI)

1Lakh investment Grown to 1.35 Lakh

10,000 investment Grown to 1.36 Lakh

1Lakh investment Grown to 1.61 Lakh

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Key Parameters
AUM(₹ Cr.) 40
Type CLOSE ENDED
Entry Load Nil
Minimum investment(₹) 500
Expense Ratio (%) 1.43
Benchmark Nifty Smallcap 100 TRI
Fund Manager Rohit Seksaria
Exit Nil
Incrimental Invest(₹) 0
NAV Movement
3M 6M 1Y 3Y 5Y
AUM Movement
3M 6M 1Y 3Y 5Y
Asset Allocation Pie chart
Top Company Holding (As on 31 07 24 )
Company Asset No.of shares Value (₹ in Cr)
Safari Inds. Equity 9824 2.03
Brigade Enterpr. Equity 15508 1.95
Multi Comm. Exc. Equity 4337 1.86
KSB Equity 18229 1.75
Greenpanel Inds. Equity 47004 1.69
KEI Industries Equity 3851 1.67
Sapphire Foods Equity 9717 1.61
Affle India Equity 10366 1.57
Equitas Sma. Fin Equity 187038 1.51
Angel One Equity 6306 1.37
Navin Fluo.Intl. Equity 3525 1.34
Ujjivan Small Equity 290098 1.30
Sector Holding Pie Chart
Peer Comparison
Scheme Name AUM (₹ IN Cr.) 1 Years (%) 3 Years (%) 5 Years (%) Since Inception (%) Inception Date Sharpe Std.Dev
Motilal Oswal ELSS Tax Saver Fund 3,835.43 63.39 24.75 25.54 18.55 21-Jan-2015 1.2171 4.07
SBI Long Term Equity Fund 27,527.24 57.14 27.93 27.04 14.07 07-May-2007 1.297 3.83
ITI Long Term Equity Fund 385.94 55.60 20.40 NA 20.45 18-Oct-2019 0.9116 3.69
Bank of India ELSS Tax Saver 1,484.56 53.02 21.42 28.92 20.20 25-Feb-2009 0.9963 4.13
JM ELSS Tax Saver Fund 173.45 52.58 24.03 25.07 10.39 31-Mar-2008 1.0091 3.96
Quant ELSS Tax Saver Fund 11,065.42 51.92 26.02 35.62 16.33 31-Mar-2000 1.1694 4.59
HSBC ELSS Tax Saver Fund 4,373.63 49.44 20.22 21.08 15.00 27-Feb-2006 0.9687 3.92
DSP ELSS Tax Saver Fund 17,267.83 46.79 20.39 23.92 16.03 18-Jan-2007 1.0274 3.76
NJ ELSS Tax Saver Scheme 236.54 46.34 NA NA 45.86 16-Jun-2023 2.3821 3.77
HDFC Tax Saver Fund 16,145.24 45.39 25.22 22.84 23.87 31-Mar-1996 1.5139 3.37
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