Sundaram LT MC Tax Advantage Fund-Sr.III-Dir Growth

₹ -
Min SIP
₹ 500
Min Lumpsum
1.24 %
Expense Ratio
Rating
77
Fund Size (in Cr)
7 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 16 April 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 45.5% 34.1% 22.1% 16%
Category Average 75.5% 26.6% 20.4% -

Scheme Allocation

By Holding
By Sector
By Asset
KSB
5.6%
5.15%
4.42%
Others
75.95%
View all Holdings
Holdings Sector Instrument Asset
KSB Capital Goods-Non Electrical Equipment Equity 5.6%
Angel One Stock/ Commodity Brokers Equity 5.15%
Equitas Sma. Fin Banks Equity 4.58%
Safari Inds. Plastic products Equity 4.42%
Multi Comm. Exc. Financial Services Equity 4.3%
Brigade Enterpr. Realty Equity 4.21%
KEI Industries Cables Equity 4.18%
Greenpanel Inds. Plywood Boards/Laminates Equity 3.6%
Heritage Foods FMCG Equity 3.36%
Health.Global Healthcare Equity 3.17%
Ujjivan Fin.Ser. Finance Equity 2.75%
Can Fin Homes Finance Equity 2.56%
Sapphire Foods Quick Service Restaurant Equity 2.55%
Grindwell Norton Capital Goods-Non Electrical Equipment Equity 2.49%
TajGVK Hotels Hotels & Restaurants Equity 2.46%
J K Cements Cement Equity 2.3%
Ashoka Buildcon Infrastructure Developers & Operators Equity 2.12%
Kennametal India Castings, Forgings & Fastners Equity 2.03%
Navin Fluo.Intl. Chemicals Equity 1.99%
Westlife Food Quick Service Restaurant Equity 1.95%
PVR Inox Entertainment Equity 1.9%
Century Plyboard Plywood Boards/Laminates Equity 1.88%
I D F C Finance Equity 1.78%
Home First Finan Finance Equity 1.78%
Navneet Educat. Printing & Stationery Equity 1.72%
Kalpataru Proj. Capital Goods - Electrical Equipment Equity 1.67%
Indoco Remedies Pharmaceuticals Equity 1.53%
TVS Holdings Castings, Forgings & Fastners Equity 1.49%
Affle India IT - Software Equity 1.45%
CCL Products Plantation & Plantation Products Equity 1.4%
EID Parry Sugar Equity 1.34%
Rajapalayam Mill Textiles Equity 1.3%
Chola Financial Finance Equity 1.19%
CSB Bank Banks Equity 1.19%
Tata Steel Steel Equity 1.14%
Butterfly Gan Ap Consumer Durables Equity 1.1%
Stove Kraft Consumer Durables Equity 1.1%
SIS Miscellaneous Equity 0.97%
RHI Magnesita Refractories Equity 0.66%
Astra Microwave Aerospace & Defence Equity 0.65%
P & G Health Ltd Pharmaceuticals Equity 0.64%
Johnson Con. Hit Consumer Durables Equity 0.62%
M M Forgings Castings, Forgings & Fastners Equity 0.5%
Sundaram Clayton Auto Ancillaries Equity 0.26%
Valiant Organics Chemicals Equity 0.18%
Consumer Durables
14.2%
Industrial Products
12.71%
Finance
9.96%
Capital Markets
9.02%
Leisure Services
6.29%
Others
47.81%
View all Sectors
Sectors Asset
Consumer Durables 14.2%
Industrial Products 12.71%
Finance 9.96%
Capital Markets 9.02%
Leisure Services 6.29%
Banks 5.77%
Debt 5.59%
Realty 4.26%
Construction 3.81%
Healthcare Services 3.21%
Food Products 3.12%
Cement & Cement Products 2.41%
Pharmaceuticals & Biotech 2.19%
Chemicals & Petrochemical 2.01%
Industrial Manufacturing 1.87%
Entertainment 1.86%
Printing & Publication 1.8%
Auto Components 1.56%
IT-Services 1.47%
Fertilisers & Agrochemica 1.46%
Agricultural Food & other 1.43%
Textiles & Apparels 1.21%
Commercial Services & Sup 0.99%
Ferrous Metals 0.98%
Aerospace & Defense 0.64%
Others 0.22%
Cash & Others -0.05%
Equity
95.21%
Reverse Repos
4.89%
Preference Shares
0%
Net Curr Ass/Net Receivables
-0.1%

Advance Ratio

9.83
Alpha
4.75
SD
0.77
Beta
1.49
Sharpe

Exit Load

Exit Load Nil

Fund 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.

Fund Managers

Rohit Seksaria

Mr Rohit Seksaria, MBA, joined Sundaram MF in January 2017. He is also a Chartered Accountant and Company Secretary. He works as a Fund Manager in the Equity Team. His experience spans over nineteen (19) years in fund management and equity research. He has previously worked with Progress Capital and Matchpoint and Crisil Irevna. Mr Seksaria manages funds like Sundaram Financial Services Opportunities Fund, Sundaram Nifty 100 Equal Weight Fund, Sundaram Debt Oriented Hybrid Fund, etc.

 

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Sundaram Mutual Fund
AUM:
49,195 Cr
Address:
Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai 600 014
Contact:
044-2858 3362/3367
Email ID:
dhirent@sundarammutual.com

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Frequently Asked Questions

How to invest in Sundaram LT MC Tax Advantage Fund-Sr.III-Dir Growth ?

You can invest in Sundaram LT MC Tax Advantage Fund-Sr.III-Dir Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Sundaram LT MC Tax Advantage Fund-Sr.III-Dir Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Sundaram LT MC Tax Advantage Fund-Sr.III-Dir Growth ?

The NAV of Sundaram LT MC Tax Advantage Fund-Sr.III-Dir Growth is ₹29.9 as of 16 April 2024.

How to redeem Sundaram LT MC Tax Advantage Fund-Sr.III-Dir Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What are the top stock holdings of Sundaram LT MC Tax Advantage Fund-Sr.III-Dir Growth?

The top stock holdings of Sundaram LT MC Tax Advantage Fund-Sr.III-Dir Growth are
  1. KSB - 5.6%
  2. Angel One - 5.15%
  3. Equitas Sma. Fin - 4.58%
  4. Safari Inds. - 4.42%
  5. Multi Comm. Exc. - 4.3%

How can I redeem my investments in Sundaram LT MC Tax Advantage Fund-Sr.III-Dir Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Sundaram LT MC Tax Advantage Fund-Sr.III-Dir Growth in Scheme, enter the redemption amount, and click on submit button.

How much returns have Sundaram LT MC Tax Advantage Fund-Sr.III-Dir Growth generated ?

The Sundaram LT MC Tax Advantage Fund-Sr.III-Dir Growth has delivered 16% since inception

What is the expense ratio of Sundaram LT MC Tax Advantage Fund-Sr.III-Dir Growth ?

The expense ratio of Sundaram LT MC Tax Advantage Fund-Sr.III-Dir Growth is 1.24 % as of 16 April 2024.

What is the AUM of Sundaram LT MC Tax Advantage Fund-Sr.III-Dir Growth?

The AUM of Sundaram LT MC Tax Advantage Fund-Sr.III-Dir Growth is ₹49,195 Cr as of 16 April 2024

What are the top sectors Sundaram LT MC Tax Advantage Fund-Sr.III-Dir Growth has invested in?

The top sectors Sundaram LT MC Tax Advantage Fund-Sr.III-Dir Growth has invested in are
  1. Consumer Durables - 14.2%
  2. Industrial Products - 12.71%
  3. Finance - 9.96%
  4. Capital Markets - 9.02%
  5. Leisure Services - 6.29%

Can I make investments in both the SIP and Lump Sum schemes of Sundaram LT MC Tax Advantage Fund-Sr.III-Dir Growth?

Yes, You can select both SIP or Lumpsum investment of Sundaram LT MC Tax Advantage Fund-Sr.III-Dir Growth based on your investment objective and risk tolerance.
Invest Now