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

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

Very HighEquityTax Saving
Not Rated
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Scheme Details

1.38%

Expense Ratio

₹36 cr

Fund Size

₹500

Minimum Lumpsum

₹-

Minimum SIP

Performance

1y
3y
5y
All
Annualized Returns
42.12%
32.37%
26.01%
16.72%
Benchmark Returns
-
-
-
-
Rank Within Category
-
-
-
-

Peer Comparison

Fund Name
Sundaram LT Tax Advantage Fund-Sr.III (IDCW)
42.12%
S
Sundaram Emerging Small Cap Series III - Dir (G)
16.36%
S
Sundaram Emerging Small Cap Series II - Dir (G)
4.82%
A
Aditya Birla SL PSU Equity Fund - Direct (G)
96.18%
S
SBI PSU Fund - Direct (G)
99.5%

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