Sundaram LT Tax Adv Fund-Sr IV-Reg(G)
Scheme Returns
-7.89%
Category Returns
-8.55%
Riskometer
- Low
- Low to moderate
- Moderate
- Moderately High
- High
- Very High
NAV Chart
Trailing Returns
| 1 Day | 1 week | 1 Mth | 3 Mth | 1 Yrs | 3 Yrs | 4 Yrs | 5 Yrs | Since Inception | |
| Sundaram LT Tax Adv Fund-Sr IV-Reg(G) | -1.35 | -0.14 | -7.89 | -10.53 | 6.84 | 17.50 | 14.18 | 20.71 | 15.22 |
| Equity - ELSS | -1.89 | -1.07 | -8.55 | -10.99 | -0.85 | 15.14 | 11.46 | 14.06 | 13.28 |
* Equity - Returns upto 1 year are absolute and over 1 year are CAGR.
* Debt - Returns upto 1 year are annualized and over 1 year are CAGR.
-
AMC
Sundaram Asset Management Company Limited
-
Fund
Sundaram Mutual Fund
Snapshot
-
Inception Date
29-Jun-2018
-
Initial Price
₹10
-
Entry Load
--
-
Size of Fund(in Cr.)
1,971.28
-
Scheme Plan
--
-
Scheme Class
Equity - ELSS
-
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.
-
Scheme Type
Close ended scheme
-
Min. Investment
₹500
-
Exit Load
--
-
Latest NAV
29.9767
-
Fund Manager
Mr. Rohit Seksaria
-
Fund Manager Profile
--
-
Fund Information
-
AMC
Sundaram Asset Management Company Limited
-
Address
Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.
-
Phone
+91 (22) 28583362/3367
-
Fax
+91 (22) 22858 3156
-
Email
customerservices@sundarammutual.com
-
Website
www.sundarammutual.com
-
Registrar Agent
-
Registrar
KFin Technologies Limited
-
Address
301, Centrium, 3rd Floor, 57, L.B.S. Road Nav Pada, Kurla (West) Mumbai - 400070
-
Phone
022 - 4617 0911
-
Fax
-
Email
investorsupport.mfs@kfintech.com
-
Website
https://mfs.kfintech.com/
Portfolio Details
Companies - Holding Percentage
| Company | Market Value | hold percentage |
|---|---|---|
| Angel One Ltd | 50.51 | 2.35 |
Sectors - Holding Percentage
| Sector | hold percentage |
|---|---|
| Finance | 2.35% |
Divident Details
| Scheme Name | Date | Dividend (%) |
| No Data Found |
Alternative Funds From Category
| Scheme Name | Asset Size | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|
| IDBI Equity Advantage Fund - Growth Regular | 466.71 | 4.75 | 11.49 | 13.03 | 19.89 | 25.53 |
| Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option | 2236.58 | -2.59 | -7.48 | -8.11 | 2.81 | 21.74 |
| Quant ELSS Tax Saver Fund-Growth | 3533.36 | -7.03 | -9.22 | -6.19 | 2.42 | 15.81 |
| Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option | 225.65 | -8.48 | -10.52 | -4.4 | 1.6 | 14.86 |
| Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund - Direct Plan - Growth option | 21.4 | -9.12 | -10.83 | -5.78 | 1.55 | 0 |
| Aditya Birla Sun Life ELSS Tax Saver Fund - Growth Option | 479.46 | -8.73 | -10.87 | -7.21 | 1.46 | 13.82 |
| Nippon India ELSS Tax Saver Fund-Growth Option | 11451.4 | -7.79 | -8.32 | -5.69 | 1.29 | 16.57 |
| BARODA BNP PARIBAS ELSS Tax Saver Fund - Regular - Growth Option | 664.95 | -7.75 | -10.21 | -4.32 | 1.18 | 17.41 |
| Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth | 15218.19 | -9.85 | -12.26 | -7.48 | 0.56 | 14.81 |
| Canara Robeco ELSS Tax Saver - Regular Plan - Growth | 63.75 | -8.81 | -10.08 | -6.85 | -0.15 | 13.44 |
Other Funds From - Sundaram LT Tax Adv Fund-Sr IV-Reg(G)
| Scheme Name | Asset Size | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|
| Sundaram Mid Cap Fund Regular Plan - Growth | 13344.99 | -8.8 | -9.26 | -4.4 | 4.64 | 22.91 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 13292.89 | -8.8 | -9.26 | -4.4 | 4.64 | 22.91 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 13235.84 | -8.8 | -9.26 | -4.4 | 4.64 | 22.91 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 13235.5 | -8.8 | -9.26 | -4.4 | 4.64 | 22.91 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 13129.32 | -8.8 | -9.26 | -4.4 | 4.64 | 22.91 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 12917.24 | -8.8 | -9.26 | -4.4 | 4.64 | 22.91 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 12818.1 | -8.8 | -9.26 | -4.4 | 4.64 | 22.91 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 12713.29 | -8.8 | -9.26 | -4.4 | 4.64 | 22.91 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 12619.32 | -8.8 | -9.26 | -4.4 | 4.64 | 22.91 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 12595.54 | -8.8 | -9.26 | -4.4 | 4.64 | 22.91 |