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- Sundaram Long Term Tax Advantage Fund Series Iii Growth Direct Plan
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Sundaram Long Term Tax Advantage Fund Series Iii Growth Direct Plan
NAV (Sep 6,2024)
Invest in the Sundaram Long Term Tax Advantage Fund - Series III - Growth - Direct Plan and enjoy long-term benefits. With an expense ratio of 1.15, this fund aims to give you a high return on investment. The fund has a current PE ratio of 40.59 and a PB ratio of 6.70. The scheme has already established itself with an AUM of ₹36.93 crores. With a minimum investment of just ₹500 and a lock-in period of 3 years, this fund offers a great opportunity for tax-saving and wealth creation.
Sundaram Long Term Tax Advantage Fund Series Iii Growth Direct Plan Latest Trend
- 1M
- 2M
- 3M
Sundaram Long Term Tax Advantage Fund Series Iii Growth Direct Plan Latest Trend
Risk Ratios
- P/E Ratio40.60
- P/B Ratio6.70
- Alpha0.09
- Beta0.80
- Sharpe0.25
- Sortino0.37
Fund Overview
1.15%
0%
No Lock-in
₹ 36.93 Cr
SIP ₹500.00
Scheme Riskometer
Investors understand that their principal will be at
Very High
Investment Return Calculator
as on Sep 08, 2024
Total Invested Amount | 3 Months Absolute Return (In %) | 6 Months Absolute Return (In %) | 1 Year Absolute Return (In %) | 3 Year Absolute Return (In %) | 5 Year Absolute Return (In %) |
---|---|---|---|---|---|
₹ 10,000 | ₹ 11,420.39 (14.20%) | ₹ 11,813.29 (18.13%) | ₹ 13,244.1 (32.44%) | ₹ 20,742.57 (107.43%) | ₹ 40,465.84 (304.66%) |
₹ 30,000 | ₹ 34,261.17 (14.20%) | ₹ 35,439.87 (18.13%) | ₹ 39,732.3 (32.44%) | ₹ 62,227.71 (107.43%) | ₹ 1,21,397.52 (304.66%) |
₹ 50,000 | ₹ 57,101.95 (14.20%) | ₹ 59,066.45 (18.13%) | ₹ 66,220.5 (32.44%) | ₹ 1,03,712.85 (107.43%) | ₹ 2,02,329.2 (304.66%) |
₹ 80,000 | ₹ 91,363.12 (14.20%) | ₹ 94,506.32 (18.13%) | ₹ 1,05,952.8 (32.44%) | ₹ 1,65,940.56 (107.43%) | ₹ 3,23,726.72 (304.66%) |
₹ 1,00,000 | ₹ 1,14,203.9 (14.20%) | ₹ 1,18,132.9 (18.13%) | ₹ 1,32,441 (32.44%) | ₹ 2,07,425.7 (107.43%) | ₹ 4,04,658.4 (304.66%) |
Calculate Your Mutual Fund Returns
Fund Portfolio Allocation
- Holdings
- Sectors
Name
Assets
- TREPS5.45%
- KEI Industries Ltd4.96%
- KSB LTD4.83%
- Equitas Small Finance Bank Limited4.35%
- Green Panel Industries Ltd4.29%
- Multi Commodity Exchange of India Ltd3.93%
- Safari Industries India Ltd3.81%
- Angel One Ltd3.47%
- Ador Welding Ltd3.28%
- PVR INOX Ltd2.71%
- Ashoka Buildcon Ltd2.65%
- Healthcare Global Enterprises Ltd2.42%
- TVS Holdings Ltd2.41%
- Heritage Foods Ltd2.37%
- JB Chemicals & Pharmaceuticals Ltd2.36%
- Can Fin Homes Ltd2.34%
- Brigade Enterprises Ltd2.17%
- Sapphire Foods India Ltd2.17%
- IDFC Ltd2.03%
- Creditaccess Grameen Ltd2.00%
- Navin Fluorine International Ltd1.92%
- Laurus Labs Ltd1.92%
- JK Cement Ltd1.87%
- Westlife Foodworld Ltd1.80%
- Century Plyboards India Ltd1.76%
- Butterfly Gandhimathi Appliances Ltd1.72%
- Affle India Ltd1.72%
- Rajapalayam Mills Ltd1.60%
- MTAR Technologies Ltd1.57%
- Ujjivan Financial Services Ltd1.49%
- Grindwell Norton Ltd1.49%
- Kennametal India Ltd1.47%
- Indoco Remedies Ltd1.45%
- Navneet Education Ltd1.39%
- EID Parry India Ltd1.24%
- The Phoenix Mills Ltd1.18%
- Tata Metaliks Ltd1.14%
- Home First Finance Company Ltd1.11%
- Cholamandalam Financial Holdings Ltd1.03%
- Taj GVK Hotels & Resorts Ltd1.00%
- Carborundum Universal Ltd0.92%
- Stove Kraft Ltd0.92%
- RHI Magnesita India Ltd0.92%
- Transport Corporation of India Ltd0.90%
- Procter & Gamble Health Ltd0.80%
- MM Forgings Ltd0.55%
- Sundaram Clayton Ltd0.47%
- Crompton Greaves Consumer Electricals Ltd0.45%
- TVS Holdings Ltd Preference share0.38%
- Valiant Organics Ltd0.32%
- CSB Bank Ltd0.26%
- Sundaram Clayton DCD Ltd Unlisted Preference share0.00%
- Cash and Other Net Current Assets-0.75%
- Wood & Wood Products6.05%
- Cable4.96%
- Miscellaneous4.70%
- Bank - Private4.62%
- Consumer Food4.54%
- Finance - NBFC4.03%
- Finance - Housing3.44%
- Engineering3.04%
- Auto Ancillary2.88%
- Abrasives2.40%
- Chemicals2.24%
- Restaurants1.80%
- BPO/ITeS1.72%
- Textile - Spinning1.60%
- Finance Term Lending1.49%
- Sugar1.24%
- Finance - Investment1.03%
- Refractories0.92%
- Logistics0.90%
- Forgings0.55%
Holdings Analysis
Peer Comparison
Pick your choice with our quick comparitive analysis
- 6M
- 1Y
- 3Y
- 5Y
Mutual Fund Schemes | Category | Risk | Absolute Return (6M) |
| ELSS | Very High | 28.48% |
| ELSS | Very High | 22.83% |
| ELSS | Very High | 20.95% |
| ELSS | Very High | 20.92% |
| ELSS | Very High | 19.89% |
| ELSS | Very High | 19.22% |
| ELSS | Very High | 18.71% |
| ELSS | Very High | 16.91% |
| ELSS | Very High | 15.88% |
| ELSS | Very High | 13.01% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
| ELSS | Very High | 46.30% |
| ELSS | Very High | 42.78% |
| ELSS | Very High | 42.73% |
| ELSS | Very High | 37.02% |
| ELSS | Very High | 36.28% |
| ELSS | Very High | 34.96% |
| ELSS | Very High | 31.85% |
| ELSS | Very High | 30.56% |
| ELSS | Very High | 27.61% |
| ELSS | Very High | 27.21% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
| ELSS | Very High | 24.79% |
| ELSS | Very High | 22.42% |
| ELSS | Very High | 22.02% |
| ELSS | Very High | 21.60% |
| ELSS | Very High | 20.08% |
| ELSS | Very High | 19.80% |
| ELSS | Very High | 19.68% |
| ELSS | Very High | 18.02% |
| ELSS | Very High | 17.72% |
| ELSS | Very High | 14.89% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
| ELSS | Very High | 27.61% |
| ELSS | Very High | 20.92% |
| ELSS | Very High | 20.89% |
| ELSS | Very High | 19.94% |
| ELSS | Very High | 19.68% |
| ELSS | Very High | 19.45% |
| ELSS | Very High | 19.07% |
| ELSS | Very High | 18.43% |
| ELSS | Very High | 16.39% |
| ELSS | Very High | 15.31% |
Fund Managers
Mr. Rohit Seksaria
Mr. Sudhir KediaFund Manager
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Sundaram Long Term Tax Advantage Fund - Series III - Growth - Direct Plan
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Sundaram Long Term Tax Advantage Fund - Series III - Growth - Direct Plan
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Sundaram Long Term Tax Advantage Fund - Series III - Growth - Direct Plan
FAQ's
What is the risk level associated with the Sundaram Long Term Tax Advantage Fund - Series III - Growth - Direct Plan?
What is the current NAV (Net Asset Value) of the Sundaram Long Term Tax Advantage Fund - Series III - Growth - Direct Plan as of Sep 6,2024?
What are the returns generated by the Sundaram Long Term Tax Advantage Fund - Series III - Growth - Direct Plan over the past 1, 3, and 5 years?
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Is there a systematic investment plan (SIP) available for the Sundaram Long Term Tax Advantage Fund - Series III - Growth - Direct Plan?
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