FAQ : Sundaram Long Term Tax Advantage Fund - Series IV - Growth - Direct Plan
How are the returns of Sundaram Long Term Tax Advantage Fund - Series IV - Growth - Direct Plan fund?
Sundaram Long Term Tax Advantage Fund - Series IV - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year
3 Year
5 Year
9 Year
CAGR(%)
44.3
32.12
22.06
N/A
Average Rolling Returns(%)
29.40
31.24
22.57
N/A
What is the current NAV of Sundaram Long Term Tax Advantage Fund - Series IV - Growth - Direct Plan Fund?
The Current NAV of Sundaram Long Term Tax Advantage Fund - Series IV - Growth - Direct Plan is ₹29.86.
Should I SIP in Sundaram Long Term Tax Advantage Fund - Series IV - Growth - Direct Plan Fund?
Funds returns are more likely to be different than its benchmark S&P BSE 500 returns, as Funds portfolio is significantly different.
How much does Sundaram Long Term Tax Advantage Fund - Series IV - Growth - Direct Plan Fund charge as expense ratio?
Sundaram Long Term Tax Advantage Fund - Series IV - Growth - Direct Plan fund’s expense ratio is 1.37%
How can I redeem my investments in Sundaram Long Term Tax Advantage Fund - Series IV - Growth - Direct Plan Fund?
The process for redemption is
Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
You will get information about the redemption and the NAV at which redeemed.
The amount will be deposited in the designated bank account.
What is the AUM or size of Sundaram Long Term Tax Advantage Fund - Series IV - Growth - Direct Plan Fund?
The AUM of Sundaram Long Term Tax Advantage Fund - Series IV - Growth - Direct Plan is currently ₹23 Crores.
What are the top stock holdings of Sundaram Long Term Tax Advantage Fund - Series IV - Growth - Direct Plan Fund?
The Top three stocks are KSB, KEI Industries and Multi Commodity Exch and account for 15% of its portfolio.
Top 5 and 10 stocks of fund account for 23% and 38% of fund’s portfolio respectively.
What are the top sectors Sundaram Long Term Tax Advantage Fund - Series IV - Growth - Direct Plan Fund has invested in?
Top three sectors of Sundaram Long Term Tax Advantage Fund - Series IV - Growth - Direct Plan fund are BFSI, Capital Goods and Construction & Infrastructure
accounting for 56% of the total portfolio.
Is it safe to invest in Sundaram Long Term Tax Advantage Fund - Series IV - Growth - Direct Plan Fund?
Since this is a Equity - ELSS 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.
What is the category of Sundaram Long Term Tax Advantage Fund - Series IV - Growth - Direct Plan Fund?
The category of Sundaram Long Term Tax Advantage Fund - Series IV - Growth - Direct Plan Fund is Equity - ELSS.
Who manages the Sundaram Long Term Tax Advantage Fund - Series IV - Growth - Direct Plan Fund?
Rohit Seksaria and Sudhir Kedia manage the Sundaram Long Term Tax Advantage Fund - Series IV - Growth - Direct Plan Fund.
What is the PE and PB ratio of Sundaram Long Term Tax Advantage Fund - Series IV - Growth - Direct Plan Fund Direct Plan Growth?
Sundaram Long Term Tax Advantage Fund - Series IV - Growth - Direct Plan current PE ratio is 38.82 and PB ratio is 6.06
What is the asset allocation of Sundaram Long Term Tax Advantage Fund - Series IV - Growth - Direct Plan Stocks, Debt and Gold?
The asset allocation of Sundaram Long Term Tax Advantage Fund - Series IV - Growth - Direct Plan is Stocks : 95.08%, Debt : 4.94% and Gold : 0%
What is the minimum SIP amount of Sundaram Long Term Tax Advantage Fund - Series IV - Growth - Direct Plan Fund?
The minimum SIP amount for Sundaram Long Term Tax Advantage Fund - Series IV - Growth - Direct Plan is N/A and minimum lumpsum is ₹500.00
Is there any Exit Load for Sundaram Long Term Tax Advantage Fund - Series IV - Growth - Direct Plan Fund?
The exit load for Sundaram Long Term Tax Advantage Fund - Series IV - Growth - Direct Plan is N/A
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MoneyWorks4Me method for rating and ranking mutual funds for SIP
MoneyWorks4Me rating and ranking of funds for SIP is available to subscribers only. Moneyworks4Me is not a rating and
ranking agency, however it is required that users have a way of selecting funds and building a Portfolio. The method used by it are described below to enable users to understand the logic behind the rating and ranking Subscriber will find more details on this in the
various content made available from time to time. In case you need more please write to besafe@moneyworks4Me.com
MoneyWorks4Me rates and ranks mutual funds based on the following data-driven system:
Performance Consistency: This is measure based on whether the fund has beaten the benchmark index consistently. For
this we compare the 3-year rolling returns of the fund with the benchmark for a minimum of 5 years and preferable 10
years. The period of rolling is one month and holding period is 3 years. Fund are color-coded Green on Performance when
the fund beats the benchmark more than 90% of the time. It is Orange if it beats 80% to 90% of the time and Red if less
than 80%. Funds with less than 5 year data are color-coded Grey.
Quality of Portfolio Holding: Moneyworks4Me has color-coded stocks as Green, Orange and Red based on whether the
company's performance has generated a ROCE above a threshold level (cost of capital) over 10 years (minimum 6 years) and
generated positive Free Cash Flow. For Banks it checks whether ROE is greater than 15% and sales has grown over previous
year. Stocks that perform consistently on these combined metrics are color-coded Green (min score 14 out of 20), Orange
(between 8 and 14) and Red (less than 8 out of 20).
Fund are color-coded Green provided the portfolio has 70% holding in Green stocks but not more than 20% in Red stocks.
Funds with more than 20% Red stocks in the portfolio are color-coded Red. The rest are Orange funds
Funds ranking in screeners: Performance Consistency and Quality are two parameters used for ranking funds for SIP. The
ranking as follows GG, GO, GR, OG, OO, OR, RG, RO and RR.
With the same color-coded funds, the one with the higher Average 3-year rolling returns (over 5 to 10 years), the number
that appears in the Performance tag, ranks higher.
Here is the summary:
The third tag Upside Potential is not relevant for SIP. It is relevant for lumpsum investments in Mutual Funds.
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