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Sundaram Long Term Tax Advantage Fund Series IV Regular Growth+1.10%

91.17%
1 Year Return
Equity
ELSS
3Y Lock inlock
6M
1Y
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Fund Details

Sundaram Long Term Tax Advantage Fund Series IV Regular Growth

RiskVery High
Min SIP AmountNot Supported
Expense Ratio1.43%
NAV₹14.57 (23 Jun 2021)
Fund Started05 Jul 2018
Fund Size41 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
91.2%
-
-
10.3%
Category Average
65.2%
6.2%
15.3%
-
Rank Within Category
7
-
-
-
*All returns are annualized.
SIP
Minimum SIP amount0
Amount Per Month₹5,000
Would have become
0
with 91.2% returns per annum

Comparison

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

Top Holdings

NameSectorInstrument% Assets
Grindwell Norton Ltd.MetalsEquity3.7%
Hikal Ltd.HealthcareEquity3.5%
Navin Fluorine International Ltd.ChemicalsEquity3.3%
India Cements Ltd.ConstructionEquity2.7%
Kei Industries Ltd.EngineeringEquity2.4%
JK Cement LtdConstructionEquity2.4%
Ador Welding Ltd.EngineeringEquity2.4%
Century Plyboards (India) Ltd.FMCGEquity2.4%
Orient Electric Ltd.EngineeringEquity2.3%
KSB Ltd.EngineeringEquity2.3%
See All

Fund Managers

S Krishnakumar
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Dwijendra Srivastava
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Ratish Varier
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Rohit Seksaria
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Sundaram Long Term Tax Advantage Fund Series IV Regular Growth Details

Sundaram Long Term Tax Advantage Fund Series IV Regular Growth 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 Growth fund.The fund currently has an Asset Under Management(AUM) of ₹41 Cr and the Latest NAV as of 23 Jun 2021 is ₹14.57.

The Sundaram Long Term Tax Advantage Fund Series IV Regular Growth is rated Very 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

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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
Website
NA
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,
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