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Fund Overview

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

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

Nav (₹)

32.86

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) 11.92 7.59 0.54 21.38 33.67 NA 18.20
Value of 1,00,000 is now

Worth of investments in last

This Scheme

SIP

Benchmark (BSE 500 TRI)

1Lakh investment Grown to 1.01 Lakh

10,000 investment Grown to 1.26 Lakh

1Lakh investment Grown to 1.06 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 06 25 )
Company Asset No.of shares Value (₹ in Cr)
Multi Comm. Exc. Equity 1470 1.31
Affle 3i Equity 6568 1.31
Aster DM Health. Equity 21323 1.27
Safari Inds. Equity 5638 1.22
Sapphire Foods Equity 30085 0.99
KSB Equity 10955 0.90
CSB Bank Equity 22305 0.88
Ujjivan Small Equity 178820 0.88
Navin Fluo.Intl. Equity 1756 0.85
TVS Holdings Equity 700 0.77
KEI Industries Equity 1987 0.75
Greenpanel Inds. Equity 27896 0.75
Sector Holding Pie Chart
Peer Comparison
Scheme Name AUM (₹ IN Cr.) 1 Years (%) 3 Years (%) 5 Years (%) Since Inception (%) Inception Date Sharpe Std.Dev
HSBC Tax Saver Equity Fund 253.40 7.10 19.41 22.56 12.86 05-Jan-2007 1.1556 4.28
WhiteOak Capital ELSS Tax Saver Fund 405.80 5.49 NA NA 21.38 14-Oct-2022 1.1629 3.76
Parag Parikh ELSS Tax Saver Fund 5,557.37 3.78 18.89 22.57 20.95 24-Jul-2019 1.5402 2.82
Motilal Oswal ELSS Tax Saver Fund 4,505.81 3.61 25.98 26.08 16.81 21-Jan-2015 1.2726 5.53
HDFC Tax Saver Fund 16,908.00 2.55 22.06 25.35 23.16 31-Mar-1996 1.5602 3.44
PGIM India Elss Tax Saver Fund 798.18 1.68 13.68 20.03 13.69 11-Dec-2015 0.9157 3.56
Sundaram ELSS Tax Saver Fund 1,394.52 0.74 15.47 21.01 15.87 31-Mar-1996 1.0359 3.60
ICICI Pru ELSS Tax Saver Fund 14,660.64 0.70 15.81 21.20 19.00 19-Aug-1999 1.0693 3.68
Sundaram Diversified Equity 1,519.21 0.29 13.74 19.61 14.61 31-Jan-2005 0.922 3.63
Baroda BNP Paribas ELSS Tax Saver Fund 933.84 0.19 17.43 18.78 12.09 05-Jan-2006 1.1056 4.03
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