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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 (₹)

25.56

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
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Performance
Scheme Name 3 Months (%) 6 Months (%) YTD (%) 1 Year (%) 3 Years (%) 5 Years (%) 10 Years (%) Since Inception (%)
Sundaram LT MC Tax Advantage Fund-Sr.IV (G) -11.59 -9.82 -11.75 4.26 16.17 20.03 NA 10.96
Value of 1,00,000 is now

Worth of investments in last

This Scheme

SIP

Benchmark (Nifty Smallcap 100 TRI)

1Lakh investment Grown to 1.04 Lakh

10,000 investment Grown to 1.08 Lakh

1Lakh investment Grown to 0.96 Lakh

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Key Parameters
AUM(₹ Cr.) 34
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 26 )
Company Asset No.of shares Value (₹ in Cr)
Aster DM Health. Equity 33900 2.22
Safari Inds. Equity 9824 1.77
Ujjivan Small Equity 258815 1.50
Angel One Equity 63060 1.47
CSB Bank Equity 36437 1.45
MTAR Technologie Equity 3340 1.27
KSB Equity 16174 1.25
Affle 3i Equity 9043 1.25
Equitas Sma. Fin Equity 187038 1.20
TVS Holdings Equity 692 1.05
Sapphire Foods Equity 48585 0.99
Greenpanel Inds. Equity 47004 0.97
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 4,174.50 2.81 21.74 16.55 14.86 21-Jan-2015 0.8701 5.52
Quant ELSS Tax Saver Fund 12,079.80 2.42 15.81 17.14 14.54 31-Mar-2000 0.8204 4.55
Edelweiss ELSS Tax Saver Fund 439.15 1.60 14.86 12.21 14.50 30-Dec-2008 0.9235 3.72
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund 257.18 1.55 NA NA 11.13 08-Nov-2023 0.6764 3.95
Aditya Birla SL ELSS Tax Saver Fund 14,787.81 1.46 13.82 7.90 10.04 10-Mar-2008 0.8994 3.43
Nippon India ELSS Tax Saver Fund 14,959.37 1.29 16.57 14.20 12.85 21-Sep-2005 1.017 3.71
Baroda BNP Paribas ELSS Tax Saver Fund 906.22 1.18 17.41 12.04 11.42 05-Jan-2006 1.052 3.78
Tata ELSS Fund 4,674.29 0.95 14.75 12.66 13.26 13-Oct-2014 0.9015 3.73
Mirae Asset ELSS Tax Saver Fund 26,202.62 0.56 14.81 12.27 15.74 28-Dec-2015 0.9811 3.60
Canara Robeco ELSS Tax Saver 8,800.05 -0.10 13.45 11.54 14.27 31-Mar-1993 0.8845 3.46
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