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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 (₹)

29.48

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) 19.86 2.91 3.29 26.33 34.57 NA 13.92
Value of 1,00,000 is now

Worth of investments in last

This Scheme

SIP

Benchmark (BSE 500 TRI)

1Lakh investment Grown to 1.01 Lakh

10,000 investment Grown to 1.24 Lakh

1Lakh investment Grown to 1.06 Lakh

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Key Parameters
AUM(₹ Cr.) 36
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 05 25 )
Company Asset No.of shares Value (₹ in Cr)
Multi Comm. Exc. Equity 3588 2.37
Safari Inds. Equity 9824 2.27
Angel One Equity 6306 1.91
Aster DM Health. Equity 33900 1.90
Affle 3i Equity 9043 1.57
Sapphire Foods Equity 48585 1.55
KSB Equity 16174 1.37
J K Cements Equity 2480 1.36
CSB Bank Equity 36437 1.33
Ujjivan Small Equity 290098 1.25
Greenpanel Inds. Equity 47004 1.20
Equitas Sma. Fin Equity 187038 1.19
Sector Holding Pie Chart
Peer Comparison
Scheme Name AUM (₹ IN Cr.) 1 Years (%) 3 Years (%) 5 Years (%) Since Inception (%) Inception Date Sharpe Std.Dev
Parag Parikh ELSS Tax Saver Fund 5,294.26 13.31 22.57 25.61 21.93 24-Jul-2019 1.1855 3.01
HSBC Tax Saver Equity Fund 244.42 12.98 24.28 24.35 13.03 05-Jan-2007 0.9242 4.41
WhiteOak Capital ELSS Tax Saver Fund 382.89 12.36 NA NA 23.48 14-Oct-2022 1.0908 3.81
Taurus ELSS Tax Saver Fund 78.50 10.67 22.70 21.72 12.46 12-Apr-1996 1.0521 3.43
Motilal Oswal ELSS Tax Saver Fund 4,359.64 9.84 31.70 27.47 17.27 21-Jan-2015 1.0843 5.70
ICICI Pru ELSS Tax Saver Fund 14,363.91 9.22 20.60 22.85 19.21 19-Aug-1999 0.8407 3.83
HDFC Tax Saver Fund 16,453.67 8.95 26.90 27.10 23.38 31-Mar-1996 1.3164 3.58
DSP ELSS Tax Saver Fund 16,973.99 8.01 24.70 25.83 15.46 18-Jan-2007 1.0358 4.09
Mirae Asset ELSS Tax Saver Fund 25,567.42 7.63 20.99 23.97 18.33 28-Dec-2015 0.8136 3.95
PGIM India Elss Tax Saver Fund 772.34 7.60 18.11 22.24 14.25 11-Dec-2015 0.6892 3.65
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