Overview (as on 17 Sep 2020)

NAV

₹8.8368

1y returns

2.096%

Fund AUM

₹25 Cr

Expense Ratio

1.4%

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0

Asset Allocation

Sector Allocation
Industrials
32.57%
Basic Materials
18.98%
Consumer
18.82%
Health
11.57%
Financial Services
8.44%
Real Estate
3.76%
Communication
2.46%
Defensive
2.20%
Tech
1.19%
Size Breakup
Small Cap
80.10%
Mid Cap
19.90%

Key Metrics

Beta 

NA

Std deviation 

NA

Sharpe Ratio 

NA

Top 10 Holdings

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 cap\\u2019 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 Fund Series IV Regular Dividend Sweep
Scheme Document
Exit Load

After 0 Years : 0%

Plan Started
05 July, 2018
Fund Manager
Ratish Varier
Fund House Details
Fund House
Sundaram Asset Management Company Ltd
Email
NA
Phone
NA
Address
Sundaram Asset Management Company Limited,Sundaram Towers,,2nd Floor, 46 Whites Road,,Royapettah,

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Sundaram Long Term Tax Advantage Fund Series IV...

NAV

₹8.8368

INDmoney Analysis

    error

    Fund is in Bottom 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    warning

    Fund is in Top 50 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Managers

Ratish Varier
Ratish Varier

Manager

Rohit Seksaria
Rohit Seksaria

Manager

Dwijendra Srivastava
Dwijendra Srivastava

Manager

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