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

Jan 09, 2025

Category

ELSS

AUM (Cr.)

36.05

Exit Load (%)

0.00

Min Inv Lumpsum

500

Expense Ratio

1.41

Sharpe Ratio

7.63

Beta Ratio

0.00

Fund Manager

Rohit Seksaria

Inception Date

Apr 03, 2018

Risk Level

Very High

Investment Objective

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.

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Investment Type

SIP Lumpsum

Company

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Sundaram LT Tax Advantage Fund-Sr.III (G) -7.99 -4.18 7.48 18.76 27.21 15.59
Benchmark - S&P BSE 500 6.26 0.22 6.39 3.77 7.66 0
Category Average - BEST ELSS/TAX SAVER FUNDS -6.58 -3.24 15.51 14.44 19.76 16.11
Category Rank 1/1 1/1 1/1 1/1 1/1 1/1
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
NJ ELSS Tax Saver Scheme - Regular (G) 14.5800 0.00 10.97 0.00 0.00 250.67 2.31 500.00 invest
NJ ELSS Tax Saver Scheme - Regular (IDCW) 14.5800 0.00 10.97 0.00 0.00 250.67 2.31 500.00 invest
Sundaram LT MC Tax Advantage Fund-Sr.IV (IDCW) 26.6814 -0.13 8.42 18.07 27.67 38.23 1.44 500.00 invest
Sundaram LT MC Tax Advantage Fund-Sr.IV (G) 28.0624 -0.13 8.42 18.07 27.68 38.23 1.44 500.00 invest
SBI Long Term Advantage Fund - Series V (IDCW) 28.1607 -1.90 40.23 17.21 20.60 369.13 2.72 500.00 invest

Asset Allocation

Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)		 4 Months Trends
Equity-KEI Industries Nov 30, 2024 1.73 4.80 6.45
Equity-Multi Comm. Exc. Nov 30, 2024 2.52 7.00 -5.07
Equity-Aster DM Health. Nov 30, 2024 1.60 4.43 12.45
Equity-Greenpanel Inds. Nov 30, 2024 1.50 4.16 -10.78
Equity-Sapphire Foods Nov 30, 2024 1.46 4.06 1.62
Equity-Affle India Nov 30, 2024 1.55 4.30 5.34
Equity-Safari Inds. Nov 30, 2024 1.86 5.17 17.12
Equity-KSB Nov 30, 2024 1.54 4.28 3.92
Equity-TVS Holdings Nov 30, 2024 1.36 3.77 -5.33
Reverse Repo-TREPS Nov 30, 2024 1.10 3.05 -25.43

latest news

Sundaram MF announces change in Fund Manager of the following scheme

Sundaram Mutual Fund has announced change in Fund Managers of the following...

Dec 18, 2024 12:30

Sundaram MF announces Income Distribution cum capital withdrawal (IDCW)

Sundaram Mutual Fund has announced 19 December 2024 as the record date for ...

Dec 17, 2024 09:10

Sundaram MF announces Income Distribution cum capital withdrawal (IDCW) under two schemes

Sundaram Mutual Fund has announced 17 December 2024 as the record date for ...

Dec 13, 2024 09:25

Sundaram Mutual Fund announces IDCW under its scheme

Sundaram Mutual Fund has announced 11 December 2024 as the record date for ...

Dec 12, 2024 11:16

Sundaram MF announces Income Distribution cum capital withdrawal (IDCW) under two schemes

Sundaram Mutual Fund has announced 14 November 2024 as the record date for ...

Nov 12, 2024 09:37

Sundaram Mutual Fund announces change in Exit Load Structure

Sundaram Mutual Fund has announced change in exit load structure under foll...

Oct 29, 2024 11:40

SCHEME DETAILS

AMC Name : Sundaram Mutual Fund
Fund Name : Sundaram LT Tax Advantage Fund-Sr.III (G)
Contact Persone : Rohit Seksaria
Registered Address : Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai 600 014
Telephone No : 044-2858 3362/3367
Fax No. : 044-2858 3156
Email : customerservices:sundarammutual.com
Website : www.sundarammutual.com