24 Jul, 12:39 - Indian

SENSEX 79862.18 (-0.70)

Nifty 50 24318.6 (-0.66)

Nifty Bank 50876.1 (-1.74)

Nifty IT 40033.1 (-0.03)

Nifty Midcap 100 56596.55 (0.55)

Nifty Next 50 71641.6 (0.01)

Nifty Pharma 20850.1 (0.46)

Nifty Smallcap 100 18606.25 (1.12)

24 Jul, 12:39 - Global

NIKKEI 225 39154.85 (-1.11)

HANG SENG 17287.57 (-1.04)

DOW JONES 40358.09 (-0.14)

S&P 5555.74 (-0.16)

Login/Signup

Fund Overview

Sundaram LT Tax Advantage Fund-Sr.III (G)

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

Nav (₹)

27.37

Inception Date

03-04-2018

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
img
Performance
Scheme Name 3 Months (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) 10 Years (%) Since Inception (%)
Sundaram LT Tax Advantage Fund-Sr.III (G) 8.91 10.18 34.98 25.71 28.94 NA 17.24
Value of 1,00,000 is now

Worth of investments in last

This Scheme

SIP

Benchmark (BSE 500 TRI)

1Lakh investment Grown to 1.35 Lakh

10,000 investment Grown to 1.38 Lakh

1Lakh investment Grown to 1.35 Lakh

img
Key Parameters
AUM(₹ Cr.) 38
Type CLOSE ENDED
Entry Load Nil
Minimum investment(₹) 500
Expense Ratio (%) 1.42
Benchmark BSE 500 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 06 24 )
Company Asset No.of shares Value (₹ in Cr)
KEI Industries Equity 4013 1.77
KSB Equity 3708 1.74
Multi Comm. Exc. Equity 4353 1.71
TVS Holdings Equity 1151 1.52
Safari Inds. Equity 7210 1.47
Equitas Sma. Fin Equity 149355 1.45
Greenpanel Inds. Equity 43192 1.41
Sapphire Foods Equity 8970 1.41
Affle India Equity 9566 1.29
CSB Bank Equity 33313 1.26
Ujjivan Small Equity 268914 1.21
Ador Welding Equity 8019 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
Motilal Oswal ELSS Tax Saver Fund 3,710.23 53.45 23.23 23.82 17.88 21-Jan-2015 1.2171 4.07
Quant ELSS Tax Saver Fund 10,527.57 53.04 25.03 34.20 16.38 31-Mar-2000 1.1694 4.59
SBI Long Term Equity Fund 25,738.08 52.99 27.28 25.20 13.92 07-May-2007 1.297 3.83
ITI Long Term Equity Fund 363.38 52.01 18.65 NA 20.27 18-Oct-2019 0.9116 3.69
Bank of India ELSS Tax Saver 1,428.33 52.00 21.78 28.54 20.18 25-Feb-2009 0.9963 4.13
JM ELSS Tax Saver Fund 161.45 47.00 23.37 24.10 10.16 31-Mar-2008 1.0091 3.96
DSP ELSS Tax Saver Fund 16,283.78 46.55 21.08 23.53 16.03 18-Jan-2007 1.0274 3.76
HDFC Tax Saver Fund 15,674.35 46.08 26.26 21.39 23.92 31-Mar-1996 1.5139 3.37
NJ ELSS Tax Saver Scheme 216.95 45.51 NA NA 46.29 16-Jun-2023 2.3821 3.77
HSBC ELSS Tax Saver Fund 4,256.95 44.15 19.74 19.96 14.87 27-Feb-2006 0.9687 3.92
1 2 3  Next