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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 (₹)

27.66

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) -4.39 5.35 18.25 20.77 28.95 NA 14.18
Value of 1,00,000 is now

Worth of investments in last

This Scheme

SIP

Benchmark (Nifty Smallcap 100 TRI)

1Lakh investment Grown to 1.18 Lakh

10,000 investment Grown to 1.24 Lakh

1Lakh investment Grown to 1.31 Lakh

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Key Parameters
AUM(₹ Cr.) 39
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 10 24 )
Company Asset No.of shares Value (₹ in Cr)
Multi Comm. Exc. Equity 4337 2.83
Safari Inds. Equity 9824 2.17
Angel One Equity 6306 1.92
Greenpanel Inds. Equity 47004 1.83
Sapphire Foods Equity 48585 1.56
Aster DM Health. Equity 33900 1.51
Affle India Equity 9043 1.39
Equitas Sma. Fin Equity 187038 1.31
KSB Equity 16174 1.29
KEI Industries Equity 2964 1.20
Navin Fluo.Intl. Equity 3525 1.17
Rategain Travel Equity 15581 1.17
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 4,073.72 50.78 24.52 23.14 18.17 21-Jan-2015 1.1686 4.12
SBI Long Term Equity Fund 27,559.31 40.99 23.62 24.28 13.61 07-May-2007 1.1384 4.08
HSBC Tax Saver Equity Fund 258.12 38.80 17.99 19.79 13.22 05-Jan-2007 0.7874 3.90
HSBC ELSS Tax Saver Fund 4,253.10 37.97 18.19 19.17 14.69 27-Feb-2006 0.8321 4.03
DSP ELSS Tax Saver Fund 16,841.49 36.95 18.67 21.51 15.66 18-Jan-2007 0.8365 3.96
JM ELSS Tax Saver Fund 180.91 35.97 18.30 21.69 9.86 31-Mar-2008 0.8346 4.21
Quantum ELSS Tax Saver Fund 211.08 35.15 18.32 19.56 17.40 31-Dec-2008 0.8769 3.57
WhiteOak Capital ELSS Tax Saver Fund 292.68 34.74 NA NA 27.17 14-Oct-2022 1.654 3.23
HDFC Tax Saver Fund 15,934.95 34.70 21.68 20.92 23.59 31-Mar-1996 1.1662 3.50
Baroda BNP Paribas ELSS Tax Saver Fund 942.25 34.32 15.54 18.21 12.53 05-Jan-2006 0.6462 3.82
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