Sundaram Long Term Tax Advantage Fund Series IV Regular Growth | Mutual Fund Performance | Mint
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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

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  • Equity
  • ELSS (Tax Savings)
  • Rating N.A.
  • Plan
28.76 +0.02 (0.06%) NAV as on 22 Feb, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)24.62
  • CAGR 52.77%
  • Exit Load0.00%
  • Expense ratio1.25%
  • CategoryEquity
  • Min Investment500
  • Min SIP0
  • Launch Date2018-07-05

Morning Star Rating N.A.

Moderate
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 23 February 2024

  • Name
  • Value (Cr)
  • Holding %
  • KSB
  • 1.28
  • 5.18%
  • Treps
  • 1.15
  • 4.64%
View More

Peer Comparison

Risk & Volitility

  • Alpha 1.92%
  • Beta 1.14
  • Sharpe Ratio1.89
  • Std Deviation 15.84%
  • 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 24.62 crores & has delivered CAGR of 25.81% in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 1.25%. 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 Moderate & Exceptional respectively.

 

The top holdings of the fund include KSB, Safari Industries India, Treps & KEI Industries.

 

The major sectors where the fund is invested are Constr. - Supplies & Fixtures, Investment Services, Misc. Capital Goods & Construction Services.

 

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 IV Regular Growth has a sharpe ratio of 1.89 & a standard deviation of 15.84%.

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 Moderate 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 1.25%.
The 5 year annualized return on Sundaram Long Term Tax Advantage Fund Series IV Regular Growth is 25.81% & it has generated 52.77% 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 24.62 crores.
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