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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 (₹)

29.72

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) 2.43 16.01 3.39 19.66 31.61 NA 13.48
Value of 1,00,000 is now

Worth of investments in last

This Scheme

SIP

Benchmark (Nifty Smallcap 100 TRI)

1Lakh investment Grown to 1.03 Lakh

10,000 investment Grown to 1.30 Lakh

1Lakh investment Grown to 0.99 Lakh

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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 30 09 25 )
Company Asset No.of shares Value (₹ in Cr)
Safari Inds. Equity 9824 2.15
Aster DM Health. Equity 33900 2.13
Affle 3i Equity 9043 1.76
Sapphire Foods Equity 48585 1.43
Multi Comm. Exc. Equity 1739 1.36
CSB Bank Equity 36437 1.35
Angel One Equity 6306 1.34
Ujjivan Small Equity 290098 1.34
KSB Equity 16174 1.33
Greenpanel Inds. Equity 47004 1.27
KEI Industries Equity 2964 1.20
Navin Fluo.Intl. Equity 2426 1.12
Sector Holding Pie Chart
Peer Comparison
Scheme Name AUM (₹ IN Cr.) 1 Years (%) 3 Years (%) 5 Years (%) Since Inception (%) Inception Date Sharpe Std.Dev
HDFC Tax Saver Fund 16,644.54 9.26 21.93 26.15 23.18 31-Mar-1996 1.3149 3.27
Mirae Asset ELSS Tax Saver Fund 25,910.64 8.89 18.26 21.23 18.00 28-Dec-2015 0.8672 3.66
Aditya Birla SL ELSS Tax Saver Fund 15,174.87 8.01 15.46 14.74 11.06 10-Mar-2008 0.6987 3.57
ICICI Pru ELSS Tax Saver Fund 14,425.23 7.15 16.67 21.49 19.05 19-Aug-1999 0.871 3.46
360 ONE ELSS Tax Saver Nifty 50 Index Fund 87.59 7.08 NA NA 13.97 28-Dec-2022 0.6972 3.31
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund 222.69 6.88 NA NA 20.14 08-Nov-2023 0.6856 4.21
WhiteOak Capital ELSS Tax Saver Fund 414.27 6.84 20.47 NA 21.04 14-Oct-2022 0.9768 3.70
Sundaram ELSS Tax Saver Fund 1,356.01 6.82 15.34 20.63 15.88 31-Mar-1996 0.7784 3.31
Parag Parikh ELSS Tax Saver Fund 5,638.79 6.66 17.00 21.27 20.53 24-Jul-2019 1.1759 2.82
Navi ELSS Tax Saver Nifty 50 Index Fund 102.15 6.53 NA NA 17.46 20-Mar-2023 0.7664 3.36
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