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Sundaram Long Term Tax Advantage Fund - Series IV - Regular Plan - Growth

Fund Family: Sundaram Mutual Fund | Fund Class: Equity - ELSS | Launch Date: 29 Jun,2018

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9.63
Change Change %
-0.0449 -0.4639%

Updated: 24 Jun,2019 | 12:00 AM

Previous NAV 9.68
Quarterly Average AUM(in ₹ Cr.)
(As on 31 Mar 2019)
18.67
Expense Ratio 1.40

1 Month Range

9.63 10.26

52 Wk Range

8.88 10.26
Period:

Compare NAV performance of Sundaram LT Tax Adv Fund-Sr IV-Reg(G) vs. Peers

Color code for Price performance of Sundaram LT Tax Adv Fund-Sr IV-Reg(G)'s Peers

  • 7% and above
  • 3% to 7%
  • 1% to 3%
  • -1% to 1%
  • -3% to -1%
  • -7% to -3%
  • -7% and below

Scheme Performance -

Period Date NAV Return %
1 Month 21 May,2019 9.74 -8.05%
3 Months 20 Mar,2019 9.95 -10.89%
6 Months 21 Dec,2018 9.88 -4.15%

More from Performance »

Period Date NAV Return %
1 Month 01 Jan,2019 9.91 -5.96%
3 Months 01 Nov,2018 9.49 -1.82%
6 Months 01 Aug,2018 10.07 -7.50%

More from Performance »

Portfolio Allocation -

Top Holdings -

Company Market Value (₹ Cr.) Holding (%)
CBLO 1.83 6.13
TCNS Clothing Co. Ltd 1.14 3.82
JK Cement Ltd 1.07 3.60
Vesuvius India Ltd 1.02 3.42
Orient Electric Ltd 0.99 3.31

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Investment Information

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.
Scheme Type Close ended scheme
Scheme Class Equity - ELSS
Investment Plan Growth
Minimum Investment (in ₹) 500.00
Lock In Period 3
Dividend 0
Bonus N/A
Fund Manager S. Krishnakumar
SIP No
STP No
SWP No
Name Load
Entry -
Exit -
Fund Manager S. Krishnakumar
Registrar Computer Age Management Services Private Limited

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Fund House Details

AMC Name

Sundaram Mutual Fund

Registered Office

Address: Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

Tel: +91 (22) 28583362/3367

Fax: +91 (22) 22858 3156

Email: customerservices@sundarammutual.com

Website: www.sundarammutual.com

Registrars Details

Computer Age Management Services Private Limited

178 / 10, Kodambakkam High Road,  Opp. Palmgroove Hotel, M.G.R. Salai, Nungambakkam, Chennai - 600 034

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