Sundaram LT Tax Advantage Fund-Sr.III (G)

Sundaram LT Tax Advantage Fund-Sr.III (G)

Very HighEquityTax Saving
Not Rated
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Scheme Details

1.38%

Expense Ratio

₹38 cr

Fund Size

₹500

Minimum Lumpsum

₹-

Minimum SIP

Performance

1y
3y
5y
All
Annualized Returns
22.39%
24.45%
30.33%
17.17%
Benchmark Returns
-
-
-
-
Rank Within Category
-
-
-
-

Peer Comparison

Fund Name
Sundaram LT Tax Advantage Fund-Sr.III (G)
22.39%
S
Sundaram Emerging Small Cap Series III - Dir (G)
16.36%
S
Sundaram Emerging Small Cap Series II - Dir (G)
4.82%
S
SBI PSU Fund - Direct (G)
48.18%
A
Aditya Birla SL PSU Equity Fund - Direct (G)
38.32%

Holdings

Holdings
Sector Wise
KSB
3.72%
KEI Industries
3.69%
Century Plyboard
3.48%
CG Power & Indu.
3.23%
TREPS
3.09%

Fund Manager

D
Dwijendra Srivastava
R
Ratish Varier
R
Rohit Seksaria