Sundaram Long Term Tax Advantage Fund Series IV Direct Transfer of Income Distr cum Capital Wtdrwl

What If You Invested in Sundaram Long Term Tax Advantage Fund Series IV Direct Transfer of Income Distr cum Capital Wtdrwl

1-time
Monthly SIP

₹1L

10L

This Fund's Returns

Profit (Absolute Return)

Fund Name

Expenses

CAGR Returns

Sundaram Long Term Tax Advantage Fund Series IV Direct Transfer of Income Distr cum Capital Wtdrwl

Q: What are the average returns of Sundaram Long Term Tax Advantage Fund Series IV Direct Transfer of Income Distr cum Capital Wtdrwl Fund ?

The return since inception of Sundaram Long Term Tax Advantage Fund Series IV Direct Transfer of Income Distr cum Capital Wtdrwl is 18.21%. The average returns of Sundaram Long Term Tax Advantage Fund Series IV Direct Transfer of Income Distr cum Capital Wtdrwl are Years Returns 1 yr 78.66% 3 yrs 22.24%

Q: What is the current NAV of Sundaram Long Term Tax Advantage Fund Series IV Direct Transfer of Income Distr cum Capital Wtdrwl Fund?

The NAV for the fund as on 03-Dec-2021 is 17.2172

Q: How do I invest in Sundaram Long Term Tax Advantage Fund Series IV Direct Transfer of Income Distr cum Capital Wtdrwl Fund?

- Download the INDmoney app - Create your profile - Select any best equity fund from our catalogue - Choose between Starting a SIP or One time lump sum - Complete the payment process

Q: What is the expense ratio of Sundaram Long Term Tax Advantage Fund Series IV Direct Transfer of Income Distr cum Capital Wtdrwl fund?

The expense ratio of this fund is 1.3 %

Q: What is the worth of total assets under management (AUM) of Sundaram Long Term Tax Advantage Fund Series IV Direct Transfer of Income Distr cum Capital Wtdrwl fund ?

The AUM for the fund as on 03-Dec-2021 is 28 Cr

Q: What are the top holdings of Sundaram Long Term Tax Advantage Fund Series IV Direct Transfer of Income Distr cum Capital Wtdrwl Fund?

The top holdings include Century Plyboards (India) Ltd 3.39% KSB Ltd 3.1% MM Forgings Ltd 2.94% Equitas Holding Ltd 2.94% Greenpanel Industries Ltd Ordinary Shares 2.81%

Equity

Direct

Very High Risk

Elss (Tax Savings)

NAV: ₹ 17.2 as on 03-12-2021

About the Fund

Sundaram Long Term Tax Advantage Fund Series IV Direct Transfer of Income Distr cum Capital Wtdrwl is an equity fund. This fund was started on 5 July, 2018. The fund is managed by Dwijendra Srivastava, Ratish Varier, Rohit Seksaria. The fund could potentially beat inflation in the long-run.

Key parameters

1) Sundaram Long Term Tax Advantage Fund Series IV Direct Transfer of Income Distr cum Capital Wtdrwl has a NAV of 17.2172 as on 03-Dec-2021.

2) Sundaram Long Term Tax Advantage Fund Series IV Direct Transfer of Income Distr cum Capital Wtdrwl has 28 Cr worth of assets under management (AUM) as on 03-Dec-2021 and is less than category average.

3) The fund has an expense ratio 1.3 %.

Fund Overview

Expense ratio	1.3%
	Benchmark	IISL Nifty Free Float Smallcap 100 INR
AUM	₹28 Cr
Inception Date	5 July, 2018
Min Lumpsum/SIP	₹0/₹0
Exit Load	0%
Lock In	3 Years
	TurnOver	39.59%

Fund Distribution

Equity 97.3%
Debt & Cash 2.7%

Size breakup

Mid cap

47.84%

Small cap

36.9%

Micro cap

15.26%

Sector Allocation

Top Holdings

All
Equity
Debt & Cash

Total Holdings20

Equity Holdings20

Debt Holdings3

Century Plyboards (India) Ltd	3.4%
KSB Ltd	3.1%
MM Forgings Ltd	2.9%
Equitas Holding Ltd	2.9%
Greenpanel Industries Ltd Ordinary Shares	2.8%
Orient Electric Ltd Ordinary Shares	2.6%
KEI Industries Ltd	2.6%
CG Power & Industrial Solutions Ltd	2.4%

See all

Fund Highlights

About the fund

This fund has delivered an average annual returns of 18.2% since inception which is more than its category average return of 15.14%

Fund Allocations

This fund has an allocation of 97.3% in Equity, 0% in Debt and 2.7% in Cash related instruments

AUM size ₹28 Cr

This fund has AUM of ₹28 Cr which is less than its category average of ₹ 2725 Cr

Expense Ratio 1.3%

This fund has an expense ratio of 1.3% which is less than its category average expense ratio of 1.6%

AMC details

Fund House

Sundaram Asset Management Company Ltd

rahulm@sundarammutual.com

Phone

+914428583362/3367

Address

Sundaram Asset Management Company Limited,Sundaram Towers,,2nd Floor, 46 Whites Road,,Royapettah,

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Frequently Asked Questions

What are the average returns of Sundaram Long Term Tax Advantage Fund Series IV Direct Transfer of Income Distr cum Capital Wtdrwl Fund ?

What is the current NAV of Sundaram Long Term Tax Advantage Fund Series IV Direct Transfer of Income Distr cum Capital Wtdrwl Fund?

How do I invest in Sundaram Long Term Tax Advantage Fund Series IV Direct Transfer of Income Distr cum Capital Wtdrwl Fund?

What is the expense ratio of Sundaram Long Term Tax Advantage Fund Series IV Direct Transfer of Income Distr cum Capital Wtdrwl fund?

What is the worth of total assets under management (AUM) of Sundaram Long Term Tax Advantage Fund Series IV Direct Transfer of Income Distr cum Capital Wtdrwl fund ?

What are the top holdings of Sundaram Long Term Tax Advantage Fund Series IV Direct Transfer of Income Distr cum Capital Wtdrwl Fund?

What are the top sectors Sundaram Long Term Tax Advantage Fund Series IV Direct Transfer of Income Distr cum Capital Wtdrwl Fund has invested in?

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Industrial	30.2%
Cyclical	22.6%
Financial Services	13%
Basic Materials	8.5%
Health	8.3%
Tech	5%
Communication	4.7%
Defensive	4.6%
Real Estate	3.2%

Sundaram Long Term Tax Advantage Fund Series IV Direct Transfer of Income Distr cum Capital Wtdrwl

NAV: ₹ 17.2 as on 03-12-2021

Fund Overview

Fund Distribution

Top Holdings

Fund Highlights

Fund Manager

About the fund

Fund Allocations

AUM size ₹28 Cr

Expense Ratio 1.3%

AMC details

Similar Funds

What are the average returns of Sundaram Long Term Tax Advantage Fund Series IV Direct Transfer of Income Distr cum Capital Wtdrwl Fund ?

What is the current NAV of Sundaram Long Term Tax Advantage Fund Series IV Direct Transfer of Income Distr cum Capital Wtdrwl Fund?

How do I invest in Sundaram Long Term Tax Advantage Fund Series IV Direct Transfer of Income Distr cum Capital Wtdrwl Fund?

What is the expense ratio of Sundaram Long Term Tax Advantage Fund Series IV Direct Transfer of Income Distr cum Capital Wtdrwl fund?

What is the worth of total assets under management (AUM) of Sundaram Long Term Tax Advantage Fund Series IV Direct Transfer of Income Distr cum Capital Wtdrwl fund ?

What are the top holdings of Sundaram Long Term Tax Advantage Fund Series IV Direct Transfer of Income Distr cum Capital Wtdrwl Fund?

What are the top sectors Sundaram Long Term Tax Advantage Fund Series IV Direct Transfer of Income Distr cum Capital Wtdrwl Fund has invested in?