Sundaram Long Term Tax Advantage Fund Series IV Regular Plan - Growth
Fund House: Sundaram Mutual Fund| Category: Equity: ELSS |
| Launch Date: 29-06-2018 |
| Asset Class: Equity |
| Benchmark: S&P BSE 500 TRI |
| TER: 1.41% As on (30-03-2026) |
| Status: Close Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: - |
| Turn over: 20% | Exit Load: NIL |
(%)
%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Investment Objective
the investment objective of the scheme is to generate capital appreciation over a period of ten years by investing predominantly in equity and equity-related instruments of companies along with income tax benefit. however, there is no guarantee or assurance that the investment objective of the scheme will be achieved.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 15.02 |
| Sharpe Ratio | 1.42 |
| Alpha | 11.09 |
| Beta | 0.84 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
83.13%
Others
6.19%
Large Cap
3.28%
Mid Cap
7.4%
