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

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

Very HighEquityTax Saving
Not Rated
Loading...

Scheme Details

1.38%

Expense Ratio

₹38 cr

Fund Size

₹500

Minimum Lumpsum

₹-

Minimum SIP

Performance

1y
3y
5y
All
Annualized Returns
16.9%
20.06%
28.2%
16%
Benchmark Returns
-
-
-
-
Rank Within Category
-
-
-
-

Peer Comparison

Fund Name
Sundaram LT Tax Advantage Fund-Sr.III (IDCW)
16.9%
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
KSB
3.72%
KEI Industries
3.69%
Century Plyboard
3.48%
CG Power & Indu.
3.23%
TREPS
3.09%

Fund Manager

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