Sundaram Long Term Tax Advantage Fund Series IV Regular-Growth
Equity
ELSS - Tax Saver
₹0.43% 1D
NAV on
Overview
Chart
Returns
Asset Allocation
Fund Info
Risk & Return Ratio
Fund Overview
- Rating
Not Rated - Minimum Investment₹500
- NAV (Net Asset Value)₹N/A
- AUM (Fund size)₹24 Cr
- Created on5 June 2018
Fund Ranking
#4
/ 38 in ELSS - Tax Saver
Risk Level
Very High
Very High
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Returns
Trailing Return
Rolling Return
- 6 Month17.6%
- 1 Year12.4%
- 3 Year (CAGR)13.0%
- All Time (CAGR)17.3%
Category Return
- 6 Month4.8%
- 1 Year1.6%
- 3 Year (CAGR)10.8%
- All Time (CAGR)19.4%
Asset Allocation
- Equity95.8%
- Other4.2%
Top 5 Holdings
Top 5 Sectors
- Can Fin Homes0.89%
- Carborundum Universal0.25%
- EID Parry1.22%
- Elecon Engineering1.04%
- Ganesha Ecosphere1.03%
Fund Information
- Expense Ratio1.23%
- Exit LoadNo Exit Load
- Lock-In Period3 Years
Managed By
Dwijendra Srivastava
March 2018 - Present
Sudhir Kedia
Jan 2022 - Present
Rohit Seksaria
April 2019 - Present
Risk & Return Ratio
- Sharpe Ratio
Sharpe Ratio evaluates a fund's return relative to its risk. Higher values signify better risk-adjusted performance. 0.50 - Standard Deviation
Standard deviation measures the volatility of a fund's returns. The higher the value, the riskier the investment. 18.22 - Alpha
Alpha in mutual funds measures excess return relative to a benchmark, indicating a manager's skill at generating returns beyond market performance. 1.84 - Beta
Beta in mutual funds indicates a fund's sensitivity to market changes. A beta over 1 means it's more volatile than the market, while below 1 implies less volatility. 1.05