Sundaram Long Term Tax Adv Sr3 10 Yrs Growth Direct Plan
SIP amount
Temporarily restricted by fund house
Lumpsum amount
Temporarily restricted by fund house

Sundaram Long Term Tax Adv Sr3 10 Yrs Growth Direct Plan

NAV
₹29.6280
-0.27%
(11 Jul)
AUM
35 Cr
TER
1.18%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is above its 200 days moving average
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Compare with other fund
1Y
+9.7%
+7.1%
+3.9%
+3.5%
+3.1%
+1.6%
3Y
+31.8%
+26.0%
+29.1%
+25.3%
+27.3%
+20.5%
5Y
+28.8%
+27.3%
+28.3%
+34.8%
+24.4%
+22.7%
ALL
+18.8%
+15.7%
+16.9%
+16.1%
+19.5%
+14.1%
VOL
17.7%
16.4%
15.5%
17.8%
18.4%
-
TER
0.6%
1.1%
0.9%
1.2%
0.6%
-
AUM
₹4,506 Cr
₹16,454 Cr
₹29,667 Cr
₹35 Cr
₹419 Cr
-
INFO
1.06
0.96
1.10
0.91
1.06
-
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Sundaram Long Term Tax Adv Sr3 10 Yrs (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st May
Top holdings
Treps
5.9%
Multi Commodity Exchange of India Ltd
5.5%
Aster DM Healthcare Ltd Ordinary Shares
5.4%
Affle 3i Ltd
5.0%
KSB Ltd
4.7%
Sapphire Foods India Ltd
4.3%
Safari Industries (India) Ltd
4.2%
TVS Holdings Ltd
4.1%
CSB Bank Ltd Ordinary Shares
3.6%
Ujjivan Small Finance Bank Ltd Ordinary Shares
3.5%
Top industry exposure
Financial Services
26.5%
Consumer Cyclical
15.3%
Industrials
14.4%
Healthcare
12.8%
Basic Materials
11.1%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
22%
Lock-in period
3Y
Exit load
No exit load
Fund objective
"The investment objective of the scheme is to generate capital appreciation over a period of ten years by predominantly investing in equity and equity-related instruments of companies that can be termed as micro-cap and from income tax benefit available. For the purpose investment by the scheme ‘micro cap’ stock is defined as one whose market cap is equal to or lower than the 301stStock by market cap (after sorting the securities in the descending order of market capitalization) on the National Stock exchange of India limited, mumbai, at the time of investment. however, there is no guarantee or assurance that the investment objective of the scheme will be achieved"
Fund manager(s)
Rohit Seksaria

FAQs