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Fund Overview

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

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

Nav (₹)

31.67

Inception Date

05-07-2018

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
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Performance
Scheme Name 3 Months (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) 10 Years (%) Since Inception (%)
Sundaram LT Tax Advantage Fund-Sr.IV (G) 8.83 10.12 34.79 25.71 28.85 NA 20.87
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

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Key Parameters
AUM(₹ Cr.) 25
Type CLOSE ENDED
Entry Load Nil
Minimum investment(₹) 500
Expense Ratio (%) 1.40
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)
Safari Inds. Equity 5638 1.15
Multi Comm. Exc. Equity 2806 1.10
KSB Equity 2191 1.03
Equitas Sma. Fin Equity 101192 0.98
Sapphire Foods Equity 6017 0.94
TVS Holdings Equity 700 0.93
KEI Industries Equity 2094 0.93
Greenpanel Inds. Equity 27896 0.91
Affle India Equity 6568 0.88
CSB Bank Equity 22305 0.84
Ujjivan Small Equity 178820 0.81
Ador Welding Equity 5262 0.74
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
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