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Enter a Single character of a Scheme :
08 Sep 2026 | 22:09 IST
Sundaram LT MC Tax Advantage Fund-Sr.VI-Dir (IDCW)
Summary Info
Fund Name : Sundaram Mutual Fund
Scheme Name : Sundaram LT MC Tax Advantage Fund-Sr.VI-Dir (IDCW)
AMC : Sundaram Mutual Fund
Type : CLOSE
Category : Equity - Tax Planning
Launch Date : 23-Jun-17
Fund Manager : Rohit Seksaria
Net Assets:(Rs. cr) 36.89
 
1Month 3Month 6Month 1Year 3Year 5Year Since Inception
Latest Payouts
  Dividends Bonus
Quantum of Dividend % 7.5 % NA
Date 11-Dec-23 NA
Investment Details
Tax benefits :  
Min. Investment(Rs.) : 500
Increm.Investment(Rs.) : 0
Performance(%)
  1 Week
[%]		 1 Month
[%]		 3 Month
[%]		 6 Month
[%]		 1 Year
[%]		 3 Year
[%]		 5 Year
[%]		 Since INC
[%]
Scheme Returns 0.48 -1.16 5.03 18.73 10.67 12.29 16.35 13.26
Category Avg -1.07 -1.63 5.03 7.05 3.59 11.73 11.89 14.20
Category Best 0.48 3.97 11.17 22.52 15.95 22.59 17.89 22.17
Category Worst -3.59 -5.02 0.77 -2.87 -8.40 3.53 5.53 7.61
Statistical Ratios
What is Beta ?
Beta is a measure of the volatility of the portfolio to that of the index. In simple words it shows the movement of the portfolio in comparison. The Higher the Beta, higher the volatility of the scheme to the index. If its greater than1 , then the portfolio is highly volatile to the movemnts in the index. If the beta is lesser than 1 , then scheme is less volatile to the index and beta which is close to 1 implies that the scheme is closely following the index.
Beta [%] SD [%] Sharpe Ratio [%] Jensons Alpha [%] ER [%]
0.7955 5.4924 0.4608 -2.5827 0.0320
Holdings Date :31-Jul-26
Company Name% Hold
Aster DM Quality 7.92
MTAR Technologie 5.27
Affle 3i 4.59
KSB 4.29
Rategain Travel 4.07
Ujjivan Small 3.85
Equitas Sma. Fin 3.69
Angel One 3.65
Safari Inds. 3.42
CSB Bank 3.36
P & G Health Ltd 3.28
J K Cements 3.08
TVS Holdings 2.82
Brigade Enterpr. 2.75
SIS 2.75
Sapphire Foods 2.68
Kalpataru Proj. 2.61
Eternal 2.60
Greenpanel Inds. 2.42
Esab India 2.31
PVR Inox 2.30
Shivalik Bimetal 2.08
Can Fin Homes 2.03
PNB Housing 1.80
Landmark Cars 1.77
Chola Financial 1.71
Natco Pharma 1.54
RHI Magnesita 1.49
Venus Pipes 1.39
Birlasoft Ltd 1.38
Westlife Food 1.31
EID Parry 1.24
Amber Enterp. 1.15
Ganesha Ecosphe. 1.08
Elecon Engg.Co 1.04
AAVAS Financiers 1.00
R Systems Intl. 0.91
Century Plyboard 0.73
TREPS 2.65
Net CA & Others 0.00
Asset Allocation
             SEBI Common Reg. No. INZ000206338          MAPIN NO:10014845        CDSL : IN-DP-CDSL-291-2005
MERCHANT BANKING REGISTRATION NO : NM000011575
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