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

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

Very HighEquityTax Saving

Scheme Details

0.98%

Expense Ratio

₹36 cr

Fund Size

₹500

Minimum Lumpsum

₹-

Minimum SIP

Performance

1y

3y

5y

All

Annualized Returns

42.45%

32.67%

26.29%

17.27%

Benchmark Returns

-

-

-

-

Rank Within Category

-

-

-

-

Peer Comparison

Fund Name

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

Sundaram Emerging Small Cap Series III - Dir (G)

Sundaram Emerging Small Cap Series II - Dir (G)

Aditya Birla SL PSU Equity Fund - Direct (G)

SBI PSU Fund - Direct (G)

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