HomeMutual FundsSundaram Long Term Tax Advantage Series IV Direct Transfer of Income Distr cum Capital Wtdrwl
Overview (as on 16 Apr 2021)
NAV
₹11.9747
1y returns
75.515%
Fund AUM
₹35 Cr
Expense Ratio
1.1%
Fund Performance
Calculator
Monthly SIP
Lumpsum
I would like to invest
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
Asset Allocation
Equity (94.90%)
Debt & Cash (5.10%)
Sector Allocation
Industrials
28.66%
Consumer
22.46%
Basic Materials
15.97%
Financial Services
11.13%
Health
9.68%
Tech
4.78%
Real Estate
3.75%
Communication
2.26%
Defensive
1.30%
Size Breakup
Small Cap
67.09%
Mid Cap
32.91%
Key Metrics
Beta
NA
Std deviation
NA
Sharpe Ratio
NA
Holdings
All
Equity
Debt & Cash
Holding Name
Type
Holding Percentage
INDProtect
Fund Details
Investment Objectives
"The investment objective of the scheme is to generate capital appreciation over a period of ten years by predominantly investing in equity and equity-related instruments of companies that can be termed as micro-cap and from income tax benefit available. For the purpose investment by the scheme u2018micro capu2019 stock is defined as one whose market cap is equal to or lower than the 301stStock by market cap (after sorting the securities in the descending order of market capitalization) on the National Stock exchange of India limited, mumbai, at the time of investment. however, there is no guarantee or assurance that the investment objective of the scheme will be achieved"
Scheme Name
Sundaram Long Term Tax Advantage Series IV Direct Transfer of Income Distr cum Capital Wtdrwl
Scheme Document
Exit Load
After 0 Years : 0%
Plan Started
05 July, 2018
Fund Manager
S Krishnakumar
Fund House Details
Fund House
Sundaram Asset Management Company Ltd
Email
NA
Phone
+914428583156
Address
Sundaram Asset Management Company Limited,Sundaram Towers,,2nd Floor, 46 Whites Road,,Royapettah,
Other Related Plans
| Fund Name | Plan Type | Expense Ratio | 1yr Returns |
|---|---|---|---|
| Direct | 1.10% | 75.52% | |
| Direct | 1.10% | 75.52% | |
| Regular | 1.39% | 75.01% | |
| Regular | 1.39% | 75.01% |
Peer Funds
Sundaram Long Term Tax Advantage Series IV Dire...
NAV
₹11.9747
INDmoney Analysis
Return Score
Below Average
Risk Score
Average
Fund is in Bottom 50 percent in its Category
Return score is based upon:
Benchmark out performance
Consistency of returns
Performance efficiency
Fund is in Top 50 percent in its Category
Risk score is based upon:
Return volatility
Risk management
Market sensitivity
Fund Managers
S Krishnakumar
leader
Qualifications
BE, PGDBA (Financial & Portfolio Management)
Work Experience
"19.5 years experience (Anush Shares & Securities-7, Lucas TVS, an auto electricals major-6)"
Rohit Seksaria
leader
Work Experience
"null"
Ratish Varier
manager
Work Experience
"null"
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