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Sundaram LT Tax Adv Fund-Sr III-Reg(G)

very highequity
27.80 0.10(0.36%) NAV as on 30 Oct 2024
-4.74 % 1 M
28.19 % 1 Y
23 % 3 Y

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.

SCHEME DETAILS

expense_ration-icon Expenses Ratio :

NA

As on
age-icon Age :

6 yrs 7 m

Since 28 03 ,2018
exit_load Exit Load :

%

aum AUM :

39.21 Crs

lock_in Lock-in :

investing_style Investing Style :
Portfolio_book_value Portfolio Price To Book Value :

NA

Min_Investment Min. Investment :

SIP & Lumpsum

Scheme_benchmark Scheme Benchmark :

NA

Fund_manager Fund Manager :

Rohit Seksaria,Sudhir Kedia

LATEST ASSET & PORTFOLIO ALLOCATION

as on Sep 30 ,2024
Others 2.59 %
Equity 97.41 %

TOP HOLDINGS

Multi Commodity Exchange Of In...6.28 %
KEI Industries Ltd.4.40 %
Safari Industries (India) Ltd.4.32 %
Greenpanel Industries Ltd.4.28 %
KSB Ltd.4.25 %
See All Holding

ALLOCATION BY MARKET CAP

5-YEARS HISTORY

Financial Year2019-20202020-20212021-20222022-20232023-2024
NAV in Rs (as on 31-Mar-2024)5.3310.1515.5416.3623.56
Net Assets(Rs Crores) (as on 31-Mar-2024) 28.28 51.73 36.59 28.61 33.62
Scheme Returns(%)(Absolute)-40.2892.0650.624.2042.83
B'mark Returns(%)(Absolute)NANANANANA
Category Rank66/7014/675/666/6117/63

RISKOMETER Level of Risk in the Scheme

Investors understand that their principal will be at very high risk

PERFORMANCE COMPARISON WITH SIMILAR SCHEMES

Sundaram LT Tax Adv Fund-Sr III-Reg(G)Very HighEquity27.800.10(0.36%)NAV As on 30 Oct, 202428-Mar-2018Inception Date39.21AUM In Cr.28.19%1Y23.00%3Y28.76%5Y16.76%Since Inception
ATTENTION INVESTORS NSDL/CDSL KYC Advisory for investors