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Business News/Market/Market Stats/    Sundaram Long Term Tax Advantage Fund Series I Regular Growth

Sundaram Long Term Tax Advantage Fund Series I Regular Growth

+
  • Equity
  • ELSS (Tax Savings)
  • Rating N.A.
  • Plan
28.90 +0.09 (0.32%) NAV as on 29 Feb, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)19.18
  • CAGR 30.72%
  • Exit Load0.00%
  • Expense ratio1.42%
  • CategoryEquity
  • Min Investment500
  • Min SIP0
  • Launch Date2015-03-26

Morning Star Rating N.A.

Moderate
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 01 March 2024

  • Name
  • Value (Cr)
  • Holding %
View More

Peer Comparison

Risk & Volitility

  • Alpha -1.30%
  • Beta 1.01
  • Sharpe Ratio1.14
  • Std Deviation 12.92%
  • Tracking Error 2.73%

About Fund

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.

 

The Sundaram Long Term Tax Advantage Fund Series I Regular Growth has an AUM of 19.18 crores & has delivered CAGR of 17.57% in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 1.42%. The minimum investment in Sundaram Long Term Tax Advantage Fund Series I Regular Growth is Rs 500 and the minimum SIP is Rs 0.

 

As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.

 

The top holdings of the fund include ICICI Bank, Reliance Industries, HDFC Bank & Infosys.

 

The major sectors where the fund is invested are Regional Banks, Software & Programming, Oil & Gas Operations & Construction - Raw Materials.

 

Some of the similar funds are Sundaram Long Term Tax Advantage Fund Series IV Regular Growth, Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular Growth, SBI Tax Advantage Fund Series III Regular Growth, Sundaram Long Term Tax Advantage Fund Series II Regular Growth, Sundaram Long Term Tax Advantage Fund Series I Regular Growth. Sundaram Long Term Tax Advantage Fund Series I Regular Growth has a sharpe ratio of 1.14 & a standard deviation of 12.92%.

FAQs about Sundaram Long Term Tax Advantage Fund Series I Regular Growth

According to the morning star rating Sundaram Long Term Tax Advantage Fund Series I Regular Growth has a Moderate risk & Exceptional return.
Sundaram Long Term Tax Advantage Fund Series I Regular Growth is managed by Sudhir Kedia,Rohit Seksaria.
The expense ratio of Sundaram Long Term Tax Advantage Fund Series I Regular Growth is 1.42%.
The 5 year annualized return on Sundaram Long Term Tax Advantage Fund Series I Regular Growth is 17.57% & it has generated 30.72% in the last 1 year.
The minimum investment in Sundaram Long Term Tax Advantage Fund Series I Regular Growth is 500 Rs.
Sundaram Long Term Tax Advantage Fund Series I Regular Growth has an AUM of 19.18 crores.
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