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

₹ -
Min SIP
₹ 500
Min Lumpsum
1.24 %
Expense Ratio
Rating
34
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 19 July 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 36.8% 23.2% 28.7% 15.5%
Category Average 62.5% 21.8% 26.9% -

Scheme Allocation

By Holding
By Sector
By Asset
KSB
4.9%
Others
76.68%
View all Holdings
Holdings Sector Instrument Asset
Brigade Enterpr. Realty Equity 5.26%
KEI Industries Cables Equity 4.99%
KSB Capital Goods-Non Electrical Equipment Equity 4.9%
Multi Comm. Exc. Financial Services Equity 4.22%
Equitas Sma. Fin Banks Equity 3.95%
Safari Inds. Plastic products Equity 3.9%
Sapphire Foods Quick Service Restaurant Equity 3.87%
Greenpanel Inds. Plywood Boards/Laminates Equity 3.71%
Affle India IT - Software Equity 3.39%
CSB Bank Banks Equity 3.37%
Angel One Stock/ Commodity Brokers Equity 3.31%
Can Fin Homes Finance Equity 3.21%
Ujjivan Small Banks Equity 3.12%
Birlasoft Ltd IT - Software Equity 3.06%
Navin Fluo.Intl. Chemicals Equity 2.92%
Aster DM Health. Healthcare Equity 2.86%
SIS Miscellaneous Equity 2.83%
Rategain Travel IT - Software Equity 2.83%
PVR Inox Entertainment Equity 2.4%
Grindwell Norton Capital Goods-Non Electrical Equipment Equity 2.38%
TVS Holdings Finance Equity 2.29%
P & G Health Ltd Pharmaceuticals Equity 2.28%
RHI Magnesita Refractories Equity 2.13%
Kalpataru Proj. Capital Goods - Electrical Equipment Equity 2.04%
Century Plyboard Plywood Boards/Laminates Equity 2.02%
Westlife Food Quick Service Restaurant Equity 1.95%
Laurus Labs Pharmaceuticals Equity 1.84%
Home First Finan Finance Equity 1.81%
J K Cements Cement Equity 1.58%
Chola Financial Finance Equity 1.37%
Johnson Con. Hit Consumer Durables Equity 1.28%
Butterfly Gan Ap Consumer Durables Equity 1.16%
Tata Steel Steel Equity 0.98%
Ador Welding Capital Goods-Non Electrical Equipment Equity 0.95%
M M Forgings Castings, Forgings & Fastners Equity 0.75%
Crompton Gr. Con Consumer Durables Equity 0.71%
Esab India Capital Goods-Non Electrical Equipment Equity 0.61%
Cera Sanitary. Ceramic Products Equity 0.19%
Industrial Products
14.71%
Consumer Durables
13.57%
Banks
9.33%
Finance
8.85%
Capital Markets
7.55%
Others
45.99%
View all Sectors
Sectors Asset
Industrial Products 14.71%
Consumer Durables 13.57%
Banks 9.33%
Finance 8.85%
Capital Markets 7.55%
Leisure Services 6.8%
Construction 5.49%
Realty 5.37%
Food Products 3.85%
Healthcare Services 3.8%
Debt 3.69%
Pharmaceuticals & Biotech 2.72%
Industrial Manufacturing 2.51%
Entertainment 2.36%
Chemicals & Petrochemical 1.82%
IT-Services 1.59%
Cement & Cement Products 1.5%
Commercial Services & Sup 1.22%
Agricultural Food & other 1.08%
Ferrous Metals 1%
Auto Components 0.79%
Fertilisers & Agrochemica 0.52%
Textiles & Apparels 0.26%
Others 0%
Cash & Others -0.37%
Equity
96.43%
Reverse Repos
3.59%
Preference Shares
0%
Net Curr Ass/Net Receivables
-0.02%
Others
0%

Advance Ratio

7.43
Alpha
4.66
SD
0.74
Beta
1.18
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.V-Dir Growth ?

You can invest in Sundaram LT MC Tax Advantage Fund-Sr.V-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.V-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.V-Dir Growth ?

The NAV of Sundaram LT MC Tax Advantage Fund-Sr.V-Dir Growth is ₹27.5 as of 19 July 2024.

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

The top stock holdings of Sundaram LT MC Tax Advantage Fund-Sr.V-Dir Growth are
  1. Brigade Enterpr. - 5.26%
  2. KEI Industries - 4.99%
  3. KSB - 4.9%
  4. Multi Comm. Exc. - 4.22%
  5. Equitas Sma. Fin - 3.95%

How can I redeem my investments in Sundaram LT MC Tax Advantage Fund-Sr.V-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.V-Dir Growth in Scheme, enter the redemption amount, and click on submit button.

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

The Sundaram LT MC Tax Advantage Fund-Sr.V-Dir Growth has delivered 15.5% since inception

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

The expense ratio of Sundaram LT MC Tax Advantage Fund-Sr.V-Dir Growth is 1.24 % as of 19 July 2024.

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

The AUM of Sundaram LT MC Tax Advantage Fund-Sr.V-Dir Growth is ₹49,195 Cr as of 19 July 2024

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

The top sectors Sundaram LT MC Tax Advantage Fund-Sr.V-Dir Growth has invested in are
  1. Industrial Products - 14.71%
  2. Consumer Durables - 13.57%
  3. Banks - 9.33%
  4. Finance - 8.85%
  5. Capital Markets - 7.55%

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

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