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Enter a Single character of a Scheme :
26 Aug 2026 | 15:08 IST
Sundaram LT Tax Advantage Fund-Sr.IV-Dir (G)
Summary Info
Fund Name : Sundaram Mutual Fund
Scheme Name : Sundaram LT Tax Advantage Fund-Sr.IV-Dir (G)
AMC : Sundaram Mutual Fund
Type : CLOSE
Category : Equity - Tax Planning
Launch Date : 27-Mar-18
Fund Manager : Rohit Seksaria
Net Assets:(Rs. cr) 23.22
 
1Month 3Month 6Month 1Year 3Year 5Year Since Inception
Latest Payouts
  Dividends Bonus
Quantum of Dividend % NA NA
Date NA 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 -0.51 3.18 5.40 14.53 13.45 15.54 19.41 17.84
Category Avg 0.35 3.43 4.67 4.23 4.02 13.53 13.26 14.43
Category Best 1.21 6.36 10.74 19.98 16.16 23.51 19.42 22.29
Category Worst -0.91 0.38 -0.16 -4.72 -7.61 4.15 6.82 7.53
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 [%]
1.0112 5.3167 0.6126 10.4209 0.0394
Holdings Date :31-Jul-26
Company Name% Hold
Aster DM Quality 7.55
Ujjivan Small 5.52
MTAR Technologie 5.21
Affle 3i 4.49
TVS Holdings 4.43
KSB 4.04
Rategain Travel 3.85
Safari Inds. 3.79
Eternal 3.61
P & G Health Ltd 3.52
KEI Industries 3.31
Equitas Sma. Fin 3.28
CSB Bank 3.17
Brigade Enterpr. 2.61
Angel One 2.55
SIS 2.40
Sapphire Foods 2.40
Greenpanel Inds. 2.32
J K Cements 2.19
PVR Inox 2.17
Shivalik Bimetal 2.02
Landmark Cars 1.75
PNB Housing 1.72
Chola Financial 1.62
Grindwell Norton 1.54
Natco Pharma 1.48
RHI Magnesita 1.41
Venus Pipes 1.37
EID Parry 1.22
Amber Enterp. 1.13
Westlife Food 1.11
Elecon Engg.Co 1.04
Ganesha Ecosphe. 1.03
AAVAS Financiers 0.99
Birlasoft Ltd 0.99
Century Plyboard 0.94
Can Fin Homes 0.89
R Systems Intl. 0.84
Carborundum Uni. 0.25
TREPS 4.33
Net CA & Others -0.09
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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