33532
18076
Sundaram LT MC Tax Advantage Fund-Sr.IV-Dir Growth
23.57
17.56
30.36
-3.73
3.02
-4.56
0.69
14.84
  • Sundaram LT MC Tax Advantage Fund-Sr.IV-Dir Growth

  • NAV

    29.23

    as on 20 Dec 2024

  • ₹-0.61 (-2.05%)

    Last Change

  • 23.57%

    3Y CAGR returns

  • Min SIP
  • ₹ 500

    Min Lumpsum
  • 1.33%

    Expense Ratio
  • Rating
  • 38 Cr

    Fund Size
  • 8 Years

    Fund Age

SIP Calculator

Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00

Returns and Ranks ( as on 20 Dec 2024 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 17.56%
  • 23.57%
  • 30.36%
  • 14.84
  • 4.80Alpha
  • 4.47SD
  • 0.70Beta
  • 0.98Sharpe
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.

Rohit Seksaria

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moderate
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High
  • Fund Name
  • Fund Size (Cr.) - ₹ 38
  • Fund Size (Cr.) - ₹ 82
  • Fund Size (Cr.) - ₹ 39
  • Fund Size (Cr.) - ₹ 79
  • Fund Size (Cr.) - ₹ 33

Sundaram Mutual Fund

  • AUM :
  • 67,164Cr
  • Address :
  • Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai 600 014
  • Contact :
  • +91044-2858 3362/3367
  • Email ID :
  • customerservices@sundarammutual.com
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FAQs

You can invest in Sundaram LT MC Tax Advantage Fund-Sr.IV-Dir Growth in a quick and simple process. Follow the below steps

  1. Login to your 5paisa account, Go to the Mutual Funds section.
  2. Search for Sundaram LT MC Tax Advantage Fund-Sr.IV-Dir Growth in the search box.
  3. Click on "Start SIP" if you wish to do a SIP or click on "One-time" if you wish to invest a lumpsum amount then click on "Invest Now"

Sundaram LT MC Tax Advantage Fund-Sr.IV-Dir Growth has delivered 15.79% since inception

The NAV of Sundaram LT MC Tax Advantage Fund-Sr.IV-Dir Growth is ₹29.188 as of 20 Dec 2024

The expense ratio of Sundaram LT MC Tax Advantage Fund-Sr.IV-Dir Growth is % as of 20 Dec 2024

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on "Redeem all units

The AUM of Sundaram LT MC Tax Advantage Fund-Sr.IV-Dir Growth 38.56 CR as of 20 Dec 2024

The minimum SIP amount of Sundaram LT MC Tax Advantage Fund-Sr.IV-Dir Growth is

The top stock holdings of Sundaram LT MC Tax Advantage Fund-Sr.IV-Dir Growth are

  1. Multi Comm. Exc. - 7.02%
  2. Safari Inds. - 6.64%
  3. Angel One - 4.78%
  4. Aster DM Health. - 4.43%
  5. Greenpanel Inds. - 4.27%

The top sectors Sundaram LT MC Tax Advantage Fund-Sr.IV-Dir Growth has invested in are

  1. Industrial Products - 14.38%
  2. Consumer Durables - 13.65%
  3. Banks - 9.8%
  4. Finance - 8.83%
  5. Capital Markets - 8.12%

  1. Step 1: Visit the fund house website
  2. Step 2: Log in to your account by adding Folio No. and M-Pin
  3. Step 3: Click on Widhrawal > Redemption
  4. Step 4: Select Sundaram LT MC Tax Advantage Fund-Sr.IV-Dir Growth in Scheme, enter the redemption amount, and click on submit button.

Yes, You can select both SIP or Lumpsum investment of Sundaram LT MC Tax Advantage Fund-Sr.IV-Dir Growth based on your investment objective and risk tolerance

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