Sundaram LT Tax Advantage Fund - Sr.I (IDCW)

Sundaram LT Tax Advantage Fund - Sr.I (IDCW)

Very HighEquityTax Saving
Not Rated
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Scheme Details

1.36%

Expense Ratio

₹20 cr

Fund Size

₹500

Minimum Lumpsum

₹-

Minimum SIP

Performance

1y
3y
5y
All
Annualized Returns
20.77%
12.25%
17.42%
12.04%
Benchmark Returns
-
-
-
-
Rank Within Category
-
-
-
-

Peer Comparison

Fund Name
Sundaram LT Tax Advantage Fund - Sr.I (IDCW)
20.77%
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
Infosys
9.02%
Reliance Industr
8.42%
ICICI Bank
8.2%
HDFC Bank
6.16%
H D F C
4.6%

Fund Manager

S
S Bharath