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Fund Overview

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

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

Nav (₹)

31.90

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) -5.81 -0.39 13.37 22.31 28.82 NA 19.56
Value of 1,00,000 is now

Worth of investments in last

This Scheme

SIP

Benchmark (BSE 500 TRI)

1Lakh investment Grown to 1.13 Lakh

10,000 investment Grown to 1.25 Lakh

1Lakh investment Grown to 1.35 Lakh

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Key Parameters
AUM(₹ Cr.) 23
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 11 24 )
Company Asset No.of shares Value (₹ in Cr)
Safari Inds. Equity 5638 1.46
Multi Comm. Exc. Equity 2314 1.43
Aster DM Health. Equity 21323 1.07
Affle India Equity 6568 1.06
Sapphire Foods Equity 30085 0.98
Greenpanel Inds. Equity 27896 0.97
KSB Equity 10955 0.91
KEI Industries Equity 1987 0.86
TVS Holdings Equity 700 0.83
Navin Fluo.Intl. Equity 1976 0.69
PVR Inox Equity 4462 0.69
CSB Bank Equity 22305 0.69
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 4,186.93 50.34 28.51 24.43 18.89 21-Jan-2015 1.2676 4.06
HSBC Tax Saver Equity Fund 260.16 35.10 19.71 20.31 13.37 05-Jan-2007 0.9331 3.79
HSBC ELSS Tax Saver Fund 4,302.98 34.20 19.48 19.73 14.84 27-Feb-2006 0.8885 4.01
SBI Long Term Equity Fund 27,847.49 30.35 25.03 24.55 13.56 07-May-2007 1.2182 4.01
JM ELSS Tax Saver Fund 183.48 29.80 20.26 21.65 9.94 31-Mar-2008 0.896 4.15
WhiteOak Capital ELSS Tax Saver Fund 308.52 29.25 NA NA 27.77 14-Oct-2022 1.689 3.16
DSP ELSS Tax Saver Fund 16,835.11 25.90 19.79 21.40 15.60 18-Jan-2007 0.9453 3.86
Invesco India ELSS Tax Saver Fund 2,954.40 25.87 15.49 19.11 15.19 29-Dec-2006 0.6464 3.98
Baroda BNP Paribas ELSS Tax Saver Fund 951.68 25.47 17.49 18.32 12.60 05-Jan-2006 0.7622 3.74
Quantum ELSS Tax Saver Fund 214.84 24.87 19.99 19.27 17.28 31-Dec-2008 1.0578 3.42
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