Sundaram LT MC Tax Advantage Fund - Sr.III (D)

Sundaram LT MC Tax Advantage Fund - Sr.III (D)

AMC Name: Sundaram Mutual Fund

Riskometer

Moderately High

Investment Objective

Bench Mark Nifty Smallcap 100 Index TRI
Fund Manager S Krishnakumar
Fund Horizon CLOSE
Inception Date 22-Nov-2016
Scheme AUM(CR) ` 97.23
Minimum SIP/LUMPSUM ` / `
Increment SIP/LUMPSUM ` / `
SIP Dates
Entry Load Nil
Exit Load Nil
Expense Ratio 1.43

Asset Allocation

  • Equity Diversified
  • Gilt Funds
  • Short term debit
  • Liquid funds

Performance

Period Returns BenchMark
1 Month -8.54% -9.22%
3 Month -10.57% -9.95%
6 Month -6.44% -3.04%
1 Year -23.51% -25.85%
3 Year 0.00% -1.57%
5 Year 0.00% 2.97%
Since Inception -4.65% 0.00%

Note:Return for more than 1 year are computed on CAGR basis

Sector Allocation

  • Banks
  • Software
  • Power & Others
  • Pharma
  • Finance
  • Consumer Non Durables
  • Transport
  • Telecommunication Service
  • Construction Projects
  • Non Ferrous Metal
  • Automobiles
  • Chemicals & Others
  • Ferrous Metal
  • Oil & Others
  • Debt
  • Gas & Others
  • Auto Ancillary
  • Services
  • Mineral
  • Pesticides
  • Cash & Others
  • Others