Fund Overview

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

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

Nav (₹)

29.45

Inception Date

27-03-2017

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

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)	3.81	21.54	-1.07	19.07	30.70	NA	13.55

Value of 1,00,000 is now

Worth of investments in last

This Scheme

SIP

Benchmark (Nifty Smallcap 100 TRI)

1Lakh investment Grown to 0.99 Lakh

10,000 investment Grown to 1.29 Lakh

1Lakh investment Grown to 0.97 Lakh

Key Parameters

AUM(₹ Cr.)	35
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 08 25 )

Company	Asset	No.of shares	Value (₹ in Cr)
Safari Inds.	Equity	9824	2.11
Aster DM Health.	Equity	33900	2.04
Affle 3i	Equity	9043	1.73
Sapphire Foods	Equity	48585	1.59
Angel One	Equity	6306	1.39
KSB	Equity	16174	1.34
CSB Bank	Equity	36437	1.32
Multi Comm. Exc.	Equity	1739	1.29
Greenpanel Inds.	Equity	47004	1.27
Ujjivan Small	Equity	290098	1.24
Navin Fluo.Intl.	Equity	2426	1.14
KEI Industries	Equity	2964	1.13

Sector Holding Pie Chart

Peer Comparison

Scheme Name	AUM (₹ IN Cr.)	1 Years (%)	3 Years (%)	5 Years (%)	Since Inception (%)	Inception Date	Sharpe	Std.Dev
HSBC Tax Saver Equity Fund	240.95	4.10	19.63	22.02	12.90	05-Jan-2007	0.8401	4.10
WhiteOak Capital ELSS Tax Saver Fund	406.58	3.95	NA	NA	21.59	14-Oct-2022	1.0206	3.74
Parag Parikh ELSS Tax Saver Fund	5,524.49	3.93	18.08	21.12	21.07	24-Jul-2019	1.1654	2.83
HDFC Tax Saver Fund	16,525.28	3.85	22.21	25.21	23.23	31-Mar-1996	1.2451	3.32
Mirae Asset ELSS Tax Saver Fund	25,562.27	1.79	17.27	20.93	17.98	28-Dec-2015	0.7468	3.74
Sundaram ELSS Tax Saver Fund	1,362.33	1.28	14.96	20.61	15.91	31-Mar-1996	0.7249	3.36
HSBC ELSS Tax Saver Fund	4,020.94	1.23	20.12	20.76	14.36	27-Feb-2006	0.8615	4.09
Taurus ELSS Tax Saver Fund	76.29	1.19	18.35	18.58	12.32	12-Apr-1996	0.9528	3.36
Aditya Birla SL ELSS Tax Saver Fund	15,216.10	0.65	14.46	13.89	11.04	10-Mar-2008	0.5777	3.67
ICICI Pru ELSS Tax Saver Fund	14,345.55	0.50	17.15	21.18	19.11	19-Aug-1999	0.8041	3.50

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