Sundaram Long Term Tax Advantage Fund - Series IV - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 49.68 | 33.24 | 24.57 | N/A |
Average Rolling Returns(%) | 28.76 | 30.87 | 22.05 | N/A |
The Current NAV of Sundaram Long Term Tax Advantage Fund - Series IV - Regular Plan - Growth is ₹27.26.
Funds returns are more likely to be different than its benchmark S&P BSE 500 returns, as Funds portfolio is significantly different.
Sundaram Long Term Tax Advantage Fund - Series IV - Regular Plan - Growth fund’s expense ratio is 1.40%
The process for redemption is
The AUM of Sundaram Long Term Tax Advantage Fund - Series IV - Regular Plan - Growth is currently ₹24 Crores.
The Top three stocks are KSB, Safari Industries(I) and Multi Commodity Exch and account for 15% of its portfolio. Top 5 and 10 stocks of fund account for 23% and 39% of fund’s portfolio respectively.
Top three sectors of Sundaram Long Term Tax Advantage Fund - Series IV - Regular Plan - Growth fund are BFSI, Capital Goods and Construction & Infrastructure accounting for 55% of the total portfolio.
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.
The category of Sundaram Long Term Tax Advantage Fund - Series IV - Regular Plan - Growth Fund is Equity - ELSS.
Rohit Seksaria and Sudhir Kedia manage the Sundaram Long Term Tax Advantage Fund - Series IV - Regular Plan - Growth Fund.
Sundaram Long Term Tax Advantage Fund - Series IV - Regular Plan - Growth current PE ratio is 39.22 and PB ratio is 6.41
The asset allocation of Sundaram Long Term Tax Advantage Fund - Series IV - Regular Plan - Growth is Stocks : 95.12%, Debt : 4.94% and Gold : 0%
The minimum SIP amount for Sundaram Long Term Tax Advantage Fund - Series IV - Regular Plan - Growth is N/A and minimum lumpsum is ₹500.00
The exit load for Sundaram Long Term Tax Advantage Fund - Series IV - Regular Plan - Growth is N/A