Sundaram Long Term Tax Advantage Fund Series IV Regular Plan - Growth
Category: Equity: ELSS
Launch Date: 29-06-2018
AUM:
23.22 Cr
Expense Ratio
1.22%
Benchmark
S&P BSE 500 TRI
ISIN
INF903JA1CX1
Minimum Investment
500.0
Minimum Topup
500.0
Minimum SIP Amount
250
Fund Manager
Rohit Seksaria
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Benchmark | - | - | - |
If you invested in this fund:
₹
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
Last change
(%)
Fund Size (AUM)
₹ 23.22 Cr
Performance
% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
the investment objective of the scheme is to generate capital appreciation over a period of ten years by investing predominantly in equity and equity-related instruments of companies along with income tax benefit. however, there is no guarantee or assurance that the investment objective of the scheme will be achieved.
Fund Manager
Rohit Seksaria
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| ASTER DM HEALTHCARE LIMITED EQ | 7.24 |
| MTAR TECHNOLOGIES LIMITED EQ | 6.98 |
| TREPS | 4.83 |
| UJJIVAN SMALL FINANCE BANK LIMITED EQ | 4.57 |
| KSB Limited | 4.55 |
| SUNDARAM CLAYTON LIMITED EQ NEW FV RS.5/- | 4.15 |
| AFFLE (INDIA) LIMITED EQ NEW FV RS. 2/- | 4.04 |
| SAFARI INDUSTRIES (INDIA) LIMITED EQ NEW FV RS. 2/- | 3.89 |
| RATEGAIN TRAVEL TECHNOLOGIES LIMITED EQ NEW FV RE .1/- | 3.79 |
| KEI INDUSTRIES LIMITED NEW EQ RS. 2/- | 3.61 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 23.68 |
| Capital Goods | 23.18 |
| Healthcare | 12.14 |
| Information Technology | 9.53 |
| Consumer Durables | 9.02 |
| Consumer Services | 6.62 |
| Services | 2.37 |
| Realty | 2.27 |
| Construction Materials | 2.21 |
| Media, Entertainment & Publication | 1.86 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|