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

Equity · ELSS
-
Min SIP
500
Min Lumpsum
1.16 %
Expense Ratio
Rating
41
Fund Size (in Cr)
6 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 23 February 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 53.4% 37.6% 26.1% 15%
Category Average 76.3% 27.8% 23.4% -

Scheme Allocation

By Holding
By Sector
By Asset
KSB
5.24%
4.91%
4.71%
Others
76.33%
View all Holdings
Holdings Sector Instrument Asset
KSB Capital Goods-Non Electrical Equipment Equity 5.24%
Safari Inds. Plastic products Equity 4.91%
Angel One Stock/ Commodity Brokers Equity 4.71%
Equitas Sma. Fin Banks Equity 4.52%
Brigade Enterpr. Realty Equity 4.29%
KEI Industries Cables Equity 4.19%
Multi Comm. Exc. Miscellaneous Equity 3.91%
Greenpanel Inds. Plywood Boards/Laminates Equity 3.79%
Ador Welding Capital Goods-Non Electrical Equipment Equity 3.38%
Heritage Foods FMCG Equity 2.9%
Health.Global Healthcare Equity 2.9%
J K Cements Cement Equity 2.38%
PVR Inox Entertainment Equity 2.31%
Sapphire Foods Quick Service Restaurant Equity 2.23%
Ashoka Buildcon Infrastructure Developers & Operators Equity 2.14%
Can Fin Homes Finance Equity 2.07%
Century Plyboard Plywood Boards/Laminates Equity 2.03%
TajGVK Hotels Hotels & Restaurants Equity 1.99%
Kalpataru Proj. Capital Goods - Electrical Equipment Equity 1.98%
Westlife Food Quick Service Restaurant Equity 1.9%
I D F C Finance Equity 1.81%
Navin Fluo.Intl. Chemicals Equity 1.76%
Kennametal India Castings, Forgings & Fastners Equity 1.75%
Affle India IT - Software Equity 1.62%
MTAR Technologie Aerospace & Defence Equity 1.62%
Indoco Remedies Pharmaceuticals Equity 1.59%
Home First Finan Finance Equity 1.52%
CCL Products Plantation & Plantation Products Equity 1.5%
Ujjivan Fin.Ser. Finance Equity 1.49%
J B Chem & Pharm Pharmaceuticals Equity 1.48%
Navneet Educat. Printing & Stationery Equity 1.47%
Laurus Labs Pharmaceuticals Equity 1.37%
TVS Holdings Castings, Forgings & Fastners Equity 1.36%
Butterfly Gan Ap Consumer Durables Equity 1.29%
Stove Kraft Consumer Durables Equity 1.19%
CSB Bank Banks Equity 1.17%
Chola Financial Finance Equity 1.17%
SIS Miscellaneous Equity 1.12%
Astra Microwave Aerospace & Defence Equity 0.95%
EID Parry Sugar Equity 0.88%
RHI Magnesita Refractories Equity 0.81%
P & G Health Ltd Pharmaceuticals Equity 0.68%
Johnson Con. Hit Consumer Durables Equity 0.65%
M M Forgings Castings, Forgings & Fastners Equity 0.51%
Crompton Gr. Con Consumer Durables Equity 0.3%
Sundaram Clayton Auto Ancillaries Equity 0.26%
Valiant Organics Chemicals Equity 0.21%
Industrial Products
14.39%
Consumer Durables
14.16%
Capital Markets
8.62%
Finance
8.05%
Leisure Services
6.12%
Others
48.66%
View all Sectors
Sectors Asset
Industrial Products 14.39%
Consumer Durables 14.16%
Capital Markets 8.62%
Finance 8.05%
Leisure Services 6.12%
Banks 5.69%
Pharmaceuticals & Biotech 5.12%
Debt 4.58%
Realty 4.29%
Construction 4.12%
Food Products 2.9%
Healthcare Services 2.9%
Aerospace & Defense 2.57%
Cement & Cement Products 2.38%
Entertainment 2.31%
Chemicals & Petrochemical 1.97%
Industrial Manufacturing 1.75%
IT-Services 1.62%
Agricultural Food & other 1.5%
Printing & Publication 1.47%
Auto Components 1.36%
Commercial Services & Sup 1.12%
Fertilisers & Agrochemica 0.88%
Others 0.21%
Cash & Others -0.09%
Equity
95.3%
Reverse Repos
4.58%
Preference Shares
0.21%
Net Curr Ass/Net Receivables
-0.09%
Others
0%

Advance Ratio

11.83
Alpha
4.98
SD
0.78
Beta
1.73
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.VI-Dir Growth ?

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

The NAV of Sundaram LT MC Tax Advantage Fund-Sr.VI-Dir Growth is ₹24.6 as of 23 February 2024.

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

The top stock holdings of Sundaram LT MC Tax Advantage Fund-Sr.VI-Dir Growth are
  1. KSB - 5.24%
  2. Safari Inds. - 4.91%
  3. Angel One - 4.71%
  4. Equitas Sma. Fin - 4.52%
  5. Brigade Enterpr. - 4.29%

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

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

The Sundaram LT MC Tax Advantage Fund-Sr.VI-Dir Growth has delivered 15% since inception

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

The expense ratio of Sundaram LT MC Tax Advantage Fund-Sr.VI-Dir Growth is 1.16 % as of 23 February 2024.

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

The AUM of Sundaram LT MC Tax Advantage Fund-Sr.VI-Dir Growth is ₹49,195 Cr as of 23 February 2024

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

The top sectors Sundaram LT MC Tax Advantage Fund-Sr.VI-Dir Growth has invested in are
  1. Industrial Products - 14.39%
  2. Consumer Durables - 14.16%
  3. Capital Markets - 8.62%
  4. Finance - 8.05%
  5. Leisure Services - 6.12%

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

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