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

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

Very HighEquityTax Saving

Scheme Details

1.22%

Expense Ratio

₹33 cr

Fund Size

₹500

Minimum Lumpsum

₹-

Minimum SIP

Performance

1y

3y

5y

All

Annualized Returns

19.9%

20.06%

29.21%

14.66%

Benchmark Returns

-

-

-

-

Rank Within Category

-

-

-

-

Peer Comparison

Fund Name

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

Sundaram Emerging Small Cap Series III - Dir (G)

Sundaram Emerging Small Cap Series II - Dir (G)

Sundaram Emerging Small Cap Series IV - Dir (G)

SBI PSU Fund - Direct (G)

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

R

Ratish Varier

R

Rohit Seksaria

R

Rohit Seksaria

S

S Krishnakumar