FAQ : Sundaram Long Term Tax Advantage Fund - Series IV - Regular Plan - Growth

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 ₹27.21.

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

  • 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.

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

© 2024 The Alchemists Ark Pvt. Ltd. All rights reserved. MoneyWorks4Me ® is a registered trademark of The Alchemists Ark Pvt.Ltd.