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Sundaram LT Tax Adv Fund-Sr IV-Reg(G)

Sundaram LT Tax Adv Fund-Sr IV-Reg(G)

34.457127 Apr 2026

Chart

PlanNormal
Returns (6 months)0.483%
Expense ratio1.41%
Min Investment500
AUM19.36 Cr
Inception date29 Jun 2018

Return Calculator

₹500₹1,00,00,000
%
1%30%
1YR40YR
Investment Amount₹0
Estimated Returns₹0
Total Amount₹0

Benchmark Returns

BENCHMARK: BSE 500
Annualised returns
NAME
Fund Returns
Benchmark Returns
1W
1M
3M
6M
1Y
3Y
5Y
INCEPTION
NA
14.95%
8.71%
0.48%
16.32%
19.85%
23.11%
17.11%
-0.18%
8.55%
-0.10%
-4.46%
4.05%
14.22%
12.68%
14.02%

Holdings

Name
Aster DM Healthcare Ltd.
Aster DM Healthcare Ltd.
TVS Holdings Ltd.
TVS Holdings Ltd.
Affle 3i Ltd.
Affle 3i Ltd.
Ujjivan Small Finance Bank Ltd.
Ujjivan Small Finance Bank Ltd.
KSB Ltd.
KSB Ltd.
Safari Industries (India) Ltd.
Safari Industries (India) Ltd.
CSB Bank Ltd.
CSB Bank Ltd.
MTAR Technologies Ltd.
MTAR Technologies Ltd.
Eternal Ltd.
Eternal Ltd.
KEI Industries Ltd.
KEI Industries Ltd.
Procter & Gamble Health Ltd.
Procter & Gamble Health Ltd.
Equitas Small Finance Bank Ltd.
Equitas Small Finance Bank Ltd.
JB Chemicals & Pharmaceuticals Ltd.
JB Chemicals & Pharmaceuticals Ltd.
Greenpanel Industries Ltd.
Greenpanel Industries Ltd.
JK Cement Ltd.
JK Cement Ltd.
Sapphire Foods India Ltd.
Sapphire Foods India Ltd.
Angel One Ltd.
Angel One Ltd.
RateGain Travel Technologies Ltd.
RateGain Travel Technologies Ltd.
PVR Inox Ltd.
PVR Inox Ltd.
SIS Ltd.
SIS Ltd.
Natco Pharma Ltd.
Natco Pharma Ltd.
Cholamandalam Financial Holdings Ltd.
Cholamandalam Financial Holdings Ltd.
PNB Housing Finance Ltd.
PNB Housing Finance Ltd.
Brigade Enterprises Ltd.
Brigade Enterprises Ltd.
RHI Magnesita India Ltd.
RHI Magnesita India Ltd.
Landmark Cars Ltd.
Landmark Cars Ltd.
Birlasoft Ltd.
Birlasoft Ltd.
Westlife Foodworld Ltd
Westlife Foodworld Ltd
Shivalik Bimetal Controls Ltd.
Shivalik Bimetal Controls Ltd.
Amber Enterprises India Ltd.
Amber Enterprises India Ltd.
Grindwell Norton Ltd.
Grindwell Norton Ltd.
Neogen Chemicals Ltd.
Neogen Chemicals Ltd.
Can Fin Homes Ltd.
Can Fin Homes Ltd.
Century Plyboards (India) Ltd.
Century Plyboards (India) Ltd.
Aavas Financiers Ltd.
Aavas Financiers Ltd.
R Systems International Ltd.
R Systems International Ltd.
Ganesha Ecosphere Ltd.
Ganesha Ecosphere Ltd.
Venus Pipes & Tubes Ltd.
Venus Pipes & Tubes Ltd.
E.I.D. - Parry (India) Ltd.
E.I.D. - Parry (India) Ltd.
Butterfly Gandhimathi Appliances Ltd.
Butterfly Gandhimathi Appliances Ltd.
Carborundum Universal Ltd.
Carborundum Universal Ltd.
Instrument
Share %
Domestic Equities
7.38%
Domestic Equities
5.05%
Domestic Equities
4.92%
Domestic Equities
4.66%
Domestic Equities
4.51%
Domestic Equities
4.17%
Domestic Equities
3.92%
Domestic Equities
3.79%
Domestic Equities
3.28%
Domestic Equities
3.21%
Domestic Equities
3.07%
Domestic Equities
2.70%
Domestic Equities
2.53%
Domestic Equities
2.47%
Domestic Equities
2.46%
Domestic Equities
2.34%
Domestic Equities
2.34%
Domestic Equities
2.20%
Domestic Equities
2.12%
Domestic Equities
1.91%
Domestic Equities
1.89%
Domestic Equities
1.73%
Domestic Equities
1.48%
Domestic Equities
1.47%
Domestic Equities
1.47%
Domestic Equities
1.41%
Domestic Equities
1.30%
Domestic Equities
1.27%
Domestic Equities
1.26%
Domestic Equities
1.19%
Domestic Equities
1.18%
Domestic Equities
1.17%
Domestic Equities
1.03%
Domestic Equities
0.99%
Domestic Equities
0.94%
Domestic Equities
0.90%
Domestic Equities
0.89%
Domestic Equities
0.88%
Domestic Equities
0.88%
Domestic Equities
0.86%
Domestic Equities
0.59%
Risk Meter
Risk MeterPin
Your investment is at
Very High Risk
Low
Moderately Low
Moderate
High
Very High Risk
Fund Managers
RS
Rohit Seksaria
Lock in Period
3 Year
Investment cannot be redeemed before this period completes.
Exit Load
No data available

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