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18076
Sundaram LT Tax Advantage Fund-Sr.IV-Dir Growth
20.24
17.26
28.49
-1.78
-7.56
-3.46
3.98
19.73

  • Sundaram LT Tax Advantage Fund-Sr.IV-Dir Growth

  • NAV

    31.63

    as on 19 Nov 2024

  • ₹0.40 (1.29%)

    Last Change

  • 20.24%

    3Y CAGR returns

  • ₹

    Min SIP

  • ₹ 500

    Min Lumpsum

  • 1.18%

    Expense Ratio
  • Rating

  • 23 Cr

    Fund Size

  • 6 Years

    Fund Age
SIP One-Time

SIP Calculator

SIP One-Time
₹ ₹
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 19 Nov 2024 )

  • 1Y
  • 3Y
  • 5Y
  • MAX
  • Trailing Returns
  • 17.26%
  • 20.24%
  • 28.49%
  • 19.73
By Holding By Sector By Asset
6.49%
5.35%
4.67%
4.34%
4.15%
75.00%
View all Holdings
  • 8.69Alpha
  • 4.30SD
  • 0.91Beta
  • 1.06Sharpe
  • Exit Load
  • Nil
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

Low Low to
moderate Moderate Moderately
High High Very
High
  • Fund Name
  • Fund Size - ₹ 23
  • Fund Size - ₹ 78
  • Fund Size - ₹ 53
  • Fund Size - ₹ 39
  • Fund Size - ₹ 84
View all schemes

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
  • Fund Name
  • AUM - ₹ 38
  • AUM - ₹ 39
  • AUM - ₹ 84
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FAQs

You can invest in Sundaram LT 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 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 Tax Advantage Fund-Sr.IV-Dir Growth has delivered 21.79% since inception

The NAV of Sundaram LT Tax Advantage Fund-Sr.IV-Dir Growth is ₹32.8299 as of 19 Nov 2024

The expense ratio of Sundaram LT Tax Advantage Fund-Sr.IV-Dir Growth is % as of 19 Nov 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 Tax Advantage Fund-Sr.IV-Dir Growth 23.85 CR as of 19 Nov 2024

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

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

  1. Multi Comm. Exc. - 6.49%
  2. Safari Inds. - 5.35%
  3. Greenpanel Inds. - 4.67%
  4. Affle India - 4.34%
  5. Sapphire Foods - 4.15%

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

  1. Industrial Products - 18.62%
  2. Consumer Durables - 12.14%
  3. Finance - 11.22%
  4. Banks - 9.18%
  5. Capital Markets - 6.72%

  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 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 Tax Advantage Fund-Sr.IV-Dir Growth based on your investment objective and risk tolerance

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