Sundaram Long Term Tax Advantage Fund - Series III - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
| 1 Year | 3 Year | 5 Year | 9 Year | |
| CAGR(%) | 14.64 | 13.74 | 17.83 | N/A |
| Average Rolling Returns(%) | 23.59 | 25.98 | 25.35 | N/A |
The Current NAV of Sundaram Long Term Tax Advantage Fund - Series III - Growth - Direct Plan is ₹32.08.
You can consider SIP in Sundaram Long Term Tax Advantage Fund - Series III - Growth - Direct Plan as it has consistently outperformed the benchmark. However, as the quality of its current portfolio is Not Good you should check its portfolio before investing or look for an alternate. Funds returns are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.
Sundaram Long Term Tax Advantage Fund - Series III - Growth - Direct Plan fund’s expense ratio is 0.80%
The process for redemption is
The AUM of Sundaram Long Term Tax Advantage Fund - Series III - Growth - Direct Plan is currently ₹35 Crores.
The Top three stocks are Aster DM Quality, MTAR Technologies and Ujjivan Small Fin and account for 19% of its portfolio. Top 5 and 10 stocks of fund account for 27% and 46% of fund’s portfolio respectively.
Top three sectors of Sundaram Long Term Tax Advantage Fund - Series III - Growth - Direct Plan fund are BFSI, Capital Goods and Healthcare accounting for 53% of the total portfolio.
Funds Portfolio Quality is Not Good. It has a mix of Red, Orange and Mid cap or Small cap stocks.Since this is a Equity - ELSS - Tax Saver Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Sundaram Long Term Tax Advantage Fund - Series III - Growth - Direct Plan Fund is Equity - ELSS - Tax Saver Fund.
Rohit Seksaria manages the Sundaram Long Term Tax Advantage Fund - Series III - Growth - Direct Plan Fund.
Sundaram Long Term Tax Advantage Fund - Series III - Growth - Direct Plan current PE ratio is 65.32 and PB ratio is 7.55
The asset allocation of Sundaram Long Term Tax Advantage Fund - Series III - Growth - Direct Plan is Stocks : 95.22%, Debt : 4.75% and Gold : 0%
The minimum SIP amount for Sundaram Long Term Tax Advantage Fund - Series III - Growth - Direct Plan is N/A and minimum lumpsum is ₹500.00
The exit load for Sundaram Long Term Tax Advantage Fund - Series III - Growth - Direct Plan is N/A
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Name of the IA registered
with SEBI: |
The Alchemists Ark Pvt. Ltd. |
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Logo:
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Trade/Brand
Name of IA: |
MoneyWorks4Me Investment Advisers |
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Brand Logo:
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SEBI Registration Number:
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INA000013323 Validity – May 16, 2019 – Perpetual |
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Registration:
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Non-Individual |
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BSE Enlistment No:
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1187 |
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Address:
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B-101, Signet Corner Building, Balewadi Phata, Baner, Pune, Maharashtra 411045 |
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Compliance Officer
Details: |
Name: Shrikant Jagtap Email: shrikant.jagtap@moneyworks4me.com |
Telephone: +919860359463 Address: Same as IA |
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Grievance Officer
Details: |
Name: Mukta Vaze Email: mukta.vaze@moneyworks4me.com |
Telephone: +919860919463 Address: Same as IA |
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Principal Officer
Details: |
Name: Atharva Bhide Email: atharva.bhide@moneyworks4me.com |
Telephone: +919175899463 Address: Same as IA |
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Standard Warning:
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Investment in securities market are subject to market risks. Read all the related documents carefully before investing. |
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Disclaimer:
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Registration granted by SEBI, enlistment with exchange and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. |
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