Active Stocks
Wed Apr 24 2024 15:17:40
  1. Tata Steel share price
  2. 165.60 2.79%
  1. NTPC share price
  2. 351.75 1.40%
  1. Power Grid Corporation Of India share price
  2. 291.00 2.11%
  1. Infosys share price
  2. 1,430.70 -0.76%
  1. ITC share price
  2. 429.00 -0.05%
Business News/Market/Market Stats/    Sundaram Long Term Tax Advantage Fund Series IV Regular Growth

Sundaram Long Term Tax Advantage Fund Series IV Regular Growth

+
  • Equity
  • ELSS (Tax Savings)
  • Rating N.A.
  • Plan
29.23 +0.24 (0.82%) NAV as on 23 Apr, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)23.88
  • CAGR 47.22%
  • Exit Load0.00%
  • Expense ratio1.42%
  • CategoryEquity
  • Min Investment500
  • Min SIP0
  • Launch Date2018-07-05

Morning Star Rating N.A.

Medium
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 24 April 2024

  • Name
  • Value (Cr)
  • Holding %
  • KSB
  • 1.22
  • 5.09%
  • Treps
  • 1.19
  • 4.97%
View More

Peer Comparison

Risk & Volitility

  • Alpha 1.92%
  • Beta 1.14
  • Sharpe Ratio1.52
  • Std Deviation 15.67%
  • Tracking Error 13.64%

About Fund

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 ‘micro cap’ 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

 

The Sundaram Long Term Tax Advantage Fund Series IV Regular Growth has an AUM of 23.88 crores & has delivered CAGR of 23.57% 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 IV Regular Growth is Rs 500 and the minimum SIP is Rs 0.

 

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

 

The top holdings of the fund include KSB, Treps, Safari Industries India & Multi Commodity Exchange Of India.

 

The major sectors where the fund is invested are Investment Services, Constr. - Supplies & Fixtures, Regional Banks & Construction Services.

 

Some of the similar funds are Sundaram Long Term Tax Advantage Fund Series III Regular Growth, Sundaram Long Term Tax Advantage Fund Series IV Regular Growth, Sundaram Long Term Micro Cap Tax Advantage Fund Series V 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 IV Regular Growth has a sharpe ratio of 1.52 & a standard deviation of 15.67%.

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

According to the morning star rating Sundaram Long Term Tax Advantage Fund Series IV Regular Growth has a Medium risk & Exceptional return.
Sundaram Long Term Tax Advantage Fund Series IV Regular Growth is managed by Sudhir Kedia,Rohit Seksaria.
The expense ratio of Sundaram Long Term Tax Advantage Fund Series IV Regular Growth is 1.42%.
The 5 year annualized return on Sundaram Long Term Tax Advantage Fund Series IV Regular Growth is 23.57% & it has generated 47.22% in the last 1 year.
The minimum investment in Sundaram Long Term Tax Advantage Fund Series IV Regular Growth is 500 Rs.
Sundaram Long Term Tax Advantage Fund Series IV Regular Growth has an AUM of 23.88 crores.
Recommended For You