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28 Mar, EOD - Global

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Fund Overview

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

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

Nav (₹)

28.10

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) -12.32 -16.85 3.11 16.73 34.56 NA 16.52
Value of 1,00,000 is now

Worth of investments in last

This Scheme

SIP

Benchmark (Nifty 500 TRI)

1Lakh investment Grown to 1.06 Lakh

10,000 investment Grown to 1.14 Lakh

1Lakh investment Grown to 1.06 Lakh

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Key Parameters
AUM(₹ Cr.) 19
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 28 02 25 )
Company Asset No.of shares Value (₹ in Cr)
Safari Inds. Equity 5638 1.20
Multi Comm. Exc. Equity 1960 0.98
Sapphire Foods Equity 30085 0.93
Affle India Equity 6568 0.92
Aster DM Health. Equity 21323 0.86
Greenpanel Inds. Equity 27896 0.75
Navin Fluo.Intl. Equity 1976 0.74
KSB Equity 10955 0.68
CSB Bank Equity 22305 0.63
P & G Health Ltd Equity 1238 0.62
KEI Industries Equity 1987 0.61
Equitas Sma. Fin Equity 101192 0.58
Sector Holding Pie Chart
Peer Comparison
Scheme Name AUM (₹ IN Cr.) 1 Years (%) 3 Years (%) 5 Years (%) Since Inception (%) Inception Date Sharpe Std.Dev
DSP ELSS Tax Saver Fund 14,981.09 17.71 18.55 28.94 15.19 18-Jan-2007 0.6855 4.05
LIC MF ELSS Tax Saver 1,007.32 16.35 15.06 21.54 10.06 31-Mar-1997 0.4489 4.01
Parag Parikh ELSS Tax Saver Fund 4,477.32 15.71 18.01 29.35 21.53 24-Jul-2019 0.9139 2.97
WhiteOak Capital ELSS Tax Saver Fund 297.88 15.57 NA NA 21.07 14-Oct-2022 0.7715 3.82
HSBC ELSS Tax Saver Fund 3,604.41 14.29 16.28 25.84 14.06 27-Feb-2006 0.5405 4.45
HDFC Tax Saver Fund 14,671.37 13.63 22.08 30.15 23.22 31-Mar-1996 1.0678 3.55
Quantum ELSS Tax Saver Fund 200.37 13.32 18.13 27.11 16.72 31-Dec-2008 0.8227 3.60
HSBC Tax Saver Equity Fund 210.48 12.95 15.72 24.85 12.44 05-Jan-2007 0.4775 4.38
JM ELSS Tax Saver Fund 167.42 12.21 17.46 27.11 9.23 31-Mar-2008 0.5796 4.56
Motilal Oswal ELSS Tax Saver Fund 3,405.01 11.67 23.04 27.41 16.12 21-Jan-2015 0.6368 5.35
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