Sundaram Long Term Tax Advantage Fund Series IV Direct Dividend+0.26%

-2.17%
1 Year Return
Equity
Tax Planning
6M
1Y
All

Fund Details

Sundaram Long Term Tax Advantage Fund Series IV Direct Dividend

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio1.35%
NAV8.71 (27 Oct 2020)
Fund Started05 Jul 2018
Fund Size25 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Sundaram Long Term Tax Advantage Fund Series IV Direct Dividend
-2.2%
NA
NA
-5.7%
Category Average
4.9%
-1.5%
10.3%
-
Rank within category
18
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    Estimated Value
    as per Historical Returns
    0
    with -2.2% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    Navin Fluorine International Ltd.ChemicalsEquity5.5%
    Thyrocare Technologies Ltd.HealthcareEquity3.8%
    Grindwell Norton Ltd.MetalsEquity3.4%
    Heidelberg Cement India Ltd.ConstructionEquity3.2%
    Timken India Ltd.EngineeringEquity3.1%
    Vesuvius India Ltd.ConstructionEquity3.1%
    JK Cement LtdConstructionEquity3.0%
    India Cements Ltd.ConstructionEquity2.8%
    Hikal Ltd.HealthcareEquity2.8%
    Orient Electric Ltd.EngineeringEquity2.3%
    See All

    Fund Managers

    addS Krishnakumar
    Education
    Mr. Kumar is a B. Tech from National Institute of Technology Trichy, and MBA from LIBA Chennai.
    Experience
    Prior to joining Sundaram BNP Paribas Mutual Fund he has worked with Anush Shares & Securities.
    Funds Managed
    addDwijendra Srivastava
    Education
    Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.
    Experience
    Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
    Funds Managed
    addRatish Varier
    Education
    Experience
    Funds Managed
    addRohit Seksaria
    Education
    Mr. Seksaria is CS, CA & has done MBA from IIM Ahmedabad
    Experience
    Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.
    Funds Managed

    Sundaram Long Term Tax Advantage Fund Series IV Direct Dividend Details

    Sundaram Long Term Tax Advantage Fund Series IV Direct Dividend is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 05 Jul 2018. S Krishnakumar, Dwijendra Srivastava is the Current Fund Manager of Sundaram Long Term Tax Advantage Fund Series IV Direct Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹25 Cr and the Latest NAV as of 27 Oct 2020 is ₹8.71.

    The Sundaram Long Term Tax Advantage Fund Series IV Direct Dividend is rated Moderately High risk.

    Investment Objective

    The scheme seeks 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.

    Scheme Information Document(SID)

    Not Supported
    Min for First Investment
    Not Supported
    Min for Second Investment
    Nil
    Exit Load

    Compare Funds

    Sundaram Long Term Tax Advantage Fund Series IV Direct Dividend
    VS
    search

    About Sundaram Mutual Fund

    Address
    Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014
    Phone
    044-28583362/3367
    Launch Date
    26 Feb 1996
    Sundaram Mutual Fund
    Asset Management Company
    Custodian
    Standard Chartered Bank
    Registrar & Transfer Agent
    KFin Tech
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
    Similar Funds
    Data not available