33532
18076
Sundaram LT MC Tax Advantage Fund-Sr.IV-Dir (G)
17.04
8.37
19.74
-0.61
1.56
8.41
2.92
13.03
https://storage.googleapis.com/5paisa-prod-storage/files/2024-06/sundaram-mf_1.png
7
2.46
19.74
Sundaram LT MC Tax Advantage Fund-Sr.IV-Dir (G)
2.45
19.61
1.19
3.5
5 Years
Invest in Mutual Funds at 0 Transaction cost
-
NAV
30.83
29 May 2026
-
-1.63%
1 Day
-
17.04%
3Y CAGR returns
Note: Data shown is for Direct Plan. Our Platform offers Regular Plans only.
Returns may differ due to expense ratio differences.
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-
NA
Min SIP -
₹ 500
Min Lumpsum -
1.06%
Expense Ratio -
36 Cr
Fund Size -
9 Years
Fund Age
Returns and Ranks ( as on 29 May 2026 )
- 1Y Returns
- 3Y Returns
- 5Y Returns
- MAX Returns
- Trailing Returns
- 8.37%
- 17.04%
- 19.74%
- 13.03
- -1.86Alpha
- 4.97SD
- 0.75Beta
- 0.48Sharpe
- Exit Load
- Nil
- Tax implication
- Returns redeemed within a year are taxed at 20%, while those held longer incur a 12.5% LTCG tax on gains over Rs 1.25 lakh per financial year.
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.
Low
Low to
moderate Moderate Moderately
High High Very
High
moderate Moderate Moderately
High High Very
High
- Address :
- Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai 600 014
-
- Contact :
- +91044-2858 3362/3367
-
- Email ID :
- customerservices@sundarammutual.com
Other Calculators
FAQs
Sundaram LT MC Tax Advantage Fund-Sr.IV-Dir (G) has delivered 15.79% since inception
The NAV of Sundaram LT MC Tax Advantage Fund-Sr.IV-Dir (G) is ₹29.188 as of 29 May 2026
The expense ratio of Sundaram LT MC Tax Advantage Fund-Sr.IV-Dir (G) is 1.06 % as of 29 May 2026
The AUM of Sundaram LT MC Tax Advantage Fund-Sr.IV-Dir (G) 38.56 CR as of 29 May 2026
The minimum SIP amount of Sundaram LT MC Tax Advantage Fund-Sr.IV-Dir (G) is
The top stock holdings of Sundaram LT MC Tax Advantage Fund-Sr.IV-Dir (G) are
- Aster DM Health. - 6.62%
- MTAR Technologie - 6.01%
- Angel One - 5.24%
- KSB - 4.41%
- TREPS - 4.12%
The top sectors Sundaram LT MC Tax Advantage Fund-Sr.IV-Dir (G) has invested in are
- Industrial Products - 14.38%
- Consumer Durables - 13.65%
- Banks - 9.8%
- Finance - 8.83%
- Capital Markets - 8.12%