28 Mar, EOD - Indian

SENSEX 77414.92 (-0.25)

Nifty 50 23519.35 (-0.31)

Nifty Bank 51564.85 (-0.02)

Nifty IT 36886.15 (-1.76)

Nifty Midcap 100 51672.25 (-0.32)

Nifty Next 50 63043.2 (-0.63)

Nifty Pharma 21137.45 (-0.65)

Nifty Smallcap 100 16095.7 (-0.15)

28 Mar, EOD - Global

NIKKEI 225 37120.33 (-1.80)

HANG SENG 23426.6 (-0.65)

S&P 5614.5 (-2.38)

Login/Signup
Careers

Fund Overview

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

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

Nav (₹)

24.56

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
img
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) -14.15 -18.38 1.60 15.57 35.28 NA 11.83
Value of 1,00,000 is now

Worth of investments in last

This Scheme

SIP

Benchmark (NIFTY500 Multicap 50:25:25 Total Return Index)

1Lakh investment Grown to 1.08 Lakh

10,000 investment Grown to 1.14 Lakh

1Lakh investment Grown to 0.00 Lakh

img
Key Parameters
AUM(₹ Cr.) 31
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 28 02 25 )
Company Asset No.of shares Value (₹ in Cr)
Safari Inds. Equity 9824 2.10
Multi Comm. Exc. Equity 3746 1.87
Sapphire Foods Equity 48585 1.51
Angel One Equity 6306 1.37
Aster DM Health. Equity 33900 1.37
Navin Fluo.Intl. Equity 3525 1.33
Affle India Equity 9043 1.27
Greenpanel Inds. Equity 47004 1.26
J K Cements Equity 2480 1.09
Equitas Sma. Fin Equity 187038 1.06
CSB Bank Equity 36437 1.03
KSB Equity 16174 1.00
Sector Holding Pie Chart
Peer Comparison
Scheme Name AUM (₹ IN Cr.) 1 Years (%) 3 Years (%) 5 Years (%) Since Inception (%) Inception Date Sharpe Std.Dev
DSP ELSS Tax Saver Fund 14,981.09 17.71 18.55 28.94 15.19 18-Jan-2007 0.6855 4.05
LIC MF ELSS Tax Saver 1,007.32 16.35 15.06 21.54 10.06 31-Mar-1997 0.4489 4.01
Parag Parikh ELSS Tax Saver Fund 4,477.32 15.71 18.01 29.35 21.53 24-Jul-2019 0.9139 2.97
WhiteOak Capital ELSS Tax Saver Fund 297.88 15.57 NA NA 21.07 14-Oct-2022 0.7715 3.82
HSBC ELSS Tax Saver Fund 3,604.41 14.29 16.28 25.84 14.06 27-Feb-2006 0.5405 4.45
HDFC Tax Saver Fund 14,671.37 13.63 22.08 30.15 23.22 31-Mar-1996 1.0678 3.55
Quantum ELSS Tax Saver Fund 200.37 13.32 18.13 27.11 16.72 31-Dec-2008 0.8227 3.60
HSBC Tax Saver Equity Fund 210.48 12.95 15.72 24.85 12.44 05-Jan-2007 0.4775 4.38
JM ELSS Tax Saver Fund 167.42 12.21 17.46 27.11 9.23 31-Mar-2008 0.5796 4.56
Motilal Oswal ELSS Tax Saver Fund 3,405.01 11.67 23.04 27.41 16.12 21-Jan-2015 0.6368 5.35
1 2 3  Next