Risk | Moderately High |
---|---|
Min SIP Amount | Not Supported |
Expense Ratio | 1.43% |
NAV | ₹10.83 (22 Jan 2021) |
---|---|
Fund Started | 05 Jul 2018 |
Fund Size | ₹31 Cr |
Name | Sector | Instrument | % Assets |
---|---|---|---|
Navin Fluorine International Ltd. | Chemicals | Equity | 4.0% |
Grindwell Norton Ltd. | Metals | Equity | 3.6% |
India Cements Ltd. | Construction | Equity | 3.2% |
Vesuvius India Ltd. | Construction | Equity | 3.1% |
Burger King India Ltd. | FMCG | Equity | 2.6% |
Kei Industries Ltd. | Engineering | Equity | 2.4% |
Orient Electric Ltd. | Engineering | Equity | 2.2% |
Heidelberg Cement India Ltd. | Construction | Equity | 2.2% |
JK Cement Ltd | Construction | Equity | 2.2% |
Sundaram-Clayton Ltd. | Automobile | Equity | 2.2% |
Sundaram Long Term Tax Advantage Fund Series IV Regular 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 Regular Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹31 Cr and the Latest NAV as of 22 Jan 2021 is ₹10.83.
The Sundaram Long Term Tax Advantage Fund Series IV Regular Dividend is rated Moderately High risk.
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.