Sundaram LT MC Tax Advantage Fund-Sr.V (IDCW)

Sundaram LT MC Tax Advantage Fund-Sr.V (IDCW)

Very HighEquityTax Saving
Not Rated
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Scheme Details

1.41%

Expense Ratio

₹33 cr

Fund Size

₹500

Minimum Lumpsum

₹-

Minimum SIP

Performance

1y
3y
5y
All
Annualized Returns
20.48%
18.8%
28.96%
14.31%
Benchmark Returns
-
-
-
-
Rank Within Category
-
-
-
-

Peer Comparison

Fund Name
Sundaram LT MC Tax Advantage Fund-Sr.V (IDCW)
20.48%
S
Sundaram Emerging Small Cap Series III - Dir (G)
16.36%
S
Sundaram Emerging Small Cap Series II - Dir (G)
4.82%
S
Sundaram Emerging Small Cap Series IV - Dir (G)
13.03%
S
Sundaram Emerging Small Cap Series V - Dir (G)
8.3%

Holdings

Holdings
Sector Wise
KEI Industries
3.82%
TREPS
3.73%
Century Plyboard
3.71%
CG Power & Indu.
3.41%
Angel Broking
3.38%

Fund Manager

D
Dwijendra Srivastava
S
S Krishnakumar
R
Ratish Varier
R
Rohit Seksaria
R
Rohit Seksaria