Sundaram LT Tax Advantage Fund - Sr.IV - Dir (G)

Sundaram LT Tax Advantage Fund - Sr.IV - Dir (G)

Moderately HighEquityTax Saving
Not Rated
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Scheme Details

0.81%

Expense Ratio

₹22 cr

Fund Size

₹500

Minimum Lumpsum

₹-

Minimum SIP

Performance

1y
3y
5y
All
Annualized Returns
-4.81%
18.42%
23.63%
16.66%
Benchmark Returns
-
-
-
-
Rank Within Category
-
-
-
-

Peer Comparison

Fund Name
Sundaram LT Tax Advantage Fund - Sr.IV - Dir (G)
-4.81%
S
Sundaram Emerging Small Cap Series III - Dir (G)
16.36%
S
Sundaram Emerging Small Cap Series II - Dir (G)
4.82%
M
Mirae Asset NYSE FANG+ ETF Fund of Fund - Dir (G)
59.7%
S
Sundaram Emerging Small Cap Series IV - Dir (G)
15.32%

Holdings

Holdings
Sector Wise
KEI Industries
3.23%
Orient Electric
3.04%
KSB
3.01%
Equitas Holdings
2.95%
Greenpanel Inds.
2.85%

Fund Manager

D
Dwijendra Srivastava
S
S Krishnakumar
D
Dwijendra Srivastava
R
Ratish Varier
R
Rohit Seksaria
R
Rohit Seksaria