Sundaram Long Term Tax Advantage Fund Series III Direct Divdendof Income Distr cum Capital Wtdrwl is an equity fund. This fund was started on 28 March, 2018. The fund is managed by Sudhir Kedia, Rohit Seksaria. The fund could potentially beat inflation in the long-run.
Expense ratio | 1.37% |
Benchmark | IISL Nifty Free Float Smallcap 100 INR |
AUM | ₹34 Cr |
Inception Date | 28 March, 2018 |
Min Lumpsum/SIP | --/-- |
Exit Load | 0% |
Lock In | 3 Years |
TurnOver | 12.3% |
Size breakup
Sundaram Long Term Tax Advantage Fund Series III Direct Divdendof Income Distr cum Capital Wtdrwl | Absolute Returns | CAGR Returns |
1 Month Returns | 7.5% | 7.5% |
6 Month Returns | 16.62% | 16.62% |
1 Year Returns | 48.1% | 48.1% |
3 Years Returns | 148.99% | 35.54% |
5 Years Returns | 194.41% | 24.11% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Sundaram Long Term Tax Advantage Fund Series III Direct Divdendof Income Distr cum Capital Wtdrwl | 13.59 | 14.12 | 4.25 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Sundaram Long Term Tax Advantage Fund Series III Direct Divdendof Income Distr cum Capital Wtdrwl | 0.65 | 0.81 | 1.11 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Sundaram Long Term Tax Advantage Fund Series III Direct Divdendof Income Distr cum Capital Wtdrwl | 2.32 | 1.56 | 0.74 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Sundaram Long Term Tax Advantage Fund Series III Direct Divdendof Income Distr cum Capital Wtdrwl | 13.32 | 15.64 | 24.38 |