Sundaram LT Tax Advantage Fund-Sr.IV-Dir Growth

Equity · ELSS
-
Min SIP
500
Min Lumpsum
1.03 %
Expense Ratio
Rating
24
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 22 February 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 52.2% 35.1% 26.2% 20.9%
Category Average 39% 19.7% 19.3% -

Scheme Allocation

By Holding
By Sector
By Asset
KSB
5.18%
4.65%
Others
77.39%
View all Holdings
Holdings Sector Instrument Asset
KSB Capital Goods-Non Electrical Equipment Equity 5.18%
Safari Inds. Plastic products Equity 4.65%
KEI Industries Cables Equity 4.45%
Equitas Sma. Fin Banks Equity 4.26%
Multi Comm. Exc. Miscellaneous Equity 4.06%
Greenpanel Inds. Plywood Boards/Laminates Equity 3.86%
Ador Welding Capital Goods-Non Electrical Equipment Equity 3.43%
Angel One Stock/ Commodity Brokers Equity 3.16%
Ashoka Buildcon Infrastructure Developers & Operators Equity 2.98%
Heritage Foods FMCG Equity 2.53%
J B Chem & Pharm Pharmaceuticals Equity 2.48%
Brigade Enterpr. Realty Equity 2.46%
Health.Global Healthcare Equity 2.41%
PVR Inox Entertainment Equity 2.31%
TVS Holdings Castings, Forgings & Fastners Equity 2.28%
Sapphire Foods Quick Service Restaurant Equity 2.24%
Can Fin Homes Finance Equity 2.19%
Century Plyboard Plywood Boards/Laminates Equity 2.19%
CreditAcc. Gram. Finance Equity 2.15%
J K Cements Cement Equity 2.11%
I D F C Finance Equity 1.85%
Grindwell Norton Capital Goods-Non Electrical Equipment Equity 1.83%
Navneet Educat. Printing & Stationery Equity 1.75%
Affle India IT - Software Equity 1.73%
Navin Fluo.Intl. Chemicals Equity 1.73%
Westlife Food Quick Service Restaurant Equity 1.72%
Rajapalayam Mill Textiles Equity 1.65%
Butterfly Gan Ap Consumer Durables Equity 1.62%
Ujjivan Fin.Ser. Finance Equity 1.5%
Laurus Labs Pharmaceuticals Equity 1.46%
Kennametal India Castings, Forgings & Fastners Equity 1.44%
MTAR Technologie Aerospace & Defence Equity 1.42%
Phoenix Mills Realty Equity 1.22%
Chola Financial Finance Equity 1.18%
Indoco Remedies Pharmaceuticals Equity 1.1%
Home First Finan Finance Equity 1.1%
TajGVK Hotels Hotels & Restaurants Equity 1.06%
Carborundum Uni. Capital Goods-Non Electrical Equipment Equity 1.05%
Tata Metaliks Steel Equity 1.01%
P & G Health Ltd Pharmaceuticals Equity 0.98%
Transport Corp. Logistics Equity 0.97%
EID Parry Sugar Equity 0.88%
Stove Kraft Consumer Durables Equity 0.81%
RHI Magnesita Refractories Equity 0.81%
M M Forgings Castings, Forgings & Fastners Equity 0.49%
Sundaram Clayton Auto Ancillaries Equity 0.43%
Crompton Gr. Con Consumer Durables Equity 0.36%
CSB Bank Banks Equity 0.25%
Valiant Organics Chemicals Equity 0.22%
Industrial Products
17.66%
Consumer Durables
13.49%
Finance
9.97%
Capital Markets
7.22%
Pharmaceuticals & Biotech
6.03%
Others
45.63%
View all Sectors
Sectors Asset
Industrial Products 17.66%
Consumer Durables 13.49%
Finance 9.97%
Capital Markets 7.22%
Pharmaceuticals & Biotech 6.03%
Leisure Services 5.01%
Debt 4.64%
Banks 4.51%
Realty 3.68%
Construction 2.98%
Food Products 2.53%
Healthcare Services 2.41%
Entertainment 2.31%
Auto Components 2.28%
Cement & Cement Products 2.11%
Chemicals & Petrochemical 1.95%
Printing & Publication 1.75%
IT-Services 1.73%
Textiles & Apparels 1.65%
Industrial Manufacturing 1.44%
Aerospace & Defense 1.42%
Ferrous Metals 1.01%
Transport Services 0.97%
Fertilisers & Agrochemica 0.88%
Others 0.35%
Cash & Others -0.03%
Equity
95.04%
Reverse Repos
4.64%
Preference Shares
0.35%
Net Curr Ass/Net Receivables
-0.03%
Others
0%

Advance Ratio

15.78
Alpha
4.57
SD
0.91
Beta
1.8
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 Tax Advantage Fund-Sr.IV-Dir Growth ?

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

The NAV of Sundaram LT Tax Advantage Fund-Sr.IV-Dir Growth is ₹29.2 as of 22 February 2024.

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

The top stock holdings of Sundaram LT Tax Advantage Fund-Sr.IV-Dir Growth are
  1. KSB - 5.18%
  2. Safari Inds. - 4.65%
  3. KEI Industries - 4.45%
  4. Equitas Sma. Fin - 4.26%
  5. Multi Comm. Exc. - 4.06%

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

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

The Sundaram LT Tax Advantage Fund-Sr.IV-Dir Growth has delivered 20.9% since inception

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

The expense ratio of Sundaram LT Tax Advantage Fund-Sr.IV-Dir Growth is 1.03 % as of 22 February 2024.

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

The AUM of Sundaram LT Tax Advantage Fund-Sr.IV-Dir Growth is ₹49,195 Cr as of 22 February 2024

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

The top sectors Sundaram LT Tax Advantage Fund-Sr.IV-Dir Growth has invested in are
  1. Industrial Products - 17.66%
  2. Consumer Durables - 13.49%
  3. Finance - 9.97%
  4. Capital Markets - 7.22%
  5. Pharmaceuticals & Biotech - 6.03%

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

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