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- Sundaram Long Term Tax Advantage Fund Series Iii Regular Plan Idcw
Sundaram Long Term Tax Advantage Fund Series Iii Regular Plan Idcw
NAV (Apr 24,2024)
The Sundaram Long Term Tax Advantage Fund - Series III - Regular Plan - IDCW is an investment scheme with a minimum investment of Rs. 500. It offers a lock-in period of 3 years. This fund has an expense ratio of 1.4% and has been established on March 28, 2018. With a Price to Earnings (PE) ratio of 40.60 and Price to Book (PB) ratio of 6.70, this fund presents potential growth opportunities for investors looking for long-term tax advantages.
Sundaram Long Term Tax Advantage Fund Series Iii Regular Plan Idcw Latest Trend
- 1M
- 2M
- 3M
Sundaram Long Term Tax Advantage Fund Series Iii Regular Plan Idcw Latest Trend
Risk Ratios
- P/E Ratio40.60
- P/B Ratio6.70
- Alpha0.09
- Beta0.80
- Sharpe0.25
- Sortino0.37
Fund Overview
1.40%
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 Apr 26, 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 | ₹ 10,467.44 (4.67%) | ₹ 11,672.35 (16.72%) | ₹ 14,807.64 (48.08%) | ₹ 24,779.85 (147.80%) | ₹ 29,178.64 (191.79%) |
₹ 30,000 | ₹ 31,402.32 (4.67%) | ₹ 35,017.05 (16.72%) | ₹ 44,422.92 (48.08%) | ₹ 74,339.55 (147.80%) | ₹ 87,535.92 (191.79%) |
₹ 50,000 | ₹ 52,337.2 (4.67%) | ₹ 58,361.75 (16.72%) | ₹ 74,038.2 (48.08%) | ₹ 1,23,899.25 (147.80%) | ₹ 1,45,893.2 (191.79%) |
₹ 80,000 | ₹ 83,739.52 (4.67%) | ₹ 93,378.8 (16.72%) | ₹ 1,18,461.12 (48.08%) | ₹ 1,98,238.8 (147.80%) | ₹ 2,33,429.12 (191.79%) |
₹ 1,00,000 | ₹ 1,04,674.4 (4.67%) | ₹ 1,16,723.5 (16.72%) | ₹ 1,48,076.4 (48.08%) | ₹ 2,47,798.5 (147.80%) | ₹ 2,91,786.4 (191.79%) |
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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) |
Baroda BNP Paribas ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 26.38% |
WhiteOak Capital ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 21.52% |
Franklin India ELSS Tax Saver Fund - Growth | ELSS | Very High | 20.92% |
Invesco India ELSS Tax Saver Fund - Growth | ELSS | Very High | 19.93% |
HSBC Tax Saver Equity Fund - Growth | ELSS | Very High | 19.89% |
JM ELSS Tax Saver Fund - Growth | ELSS | Very High | 19.32% |
Nippon India ELSS Tax Saver Fund - Growth | ELSS | Very High | 17.06% |
Union ELSS Tax Saver Fund - Growth | ELSS | Very High | 15.88% |
ICICI Prudential ELSS Tax Saver Fund - Growth | ELSS | Very High | 13.88% |
Aditya Birla Sun Life Tax Plan - IDCW | ELSS | Very High | -0.81% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Quant ELSS Tax Saver Fund - Growth | ELSS | Very High | 61.93% |
SBI Long Term Equity Fund - Regular Plan - IDCW | ELSS | Very High | 59.87% |
HDFC ELSS Tax saver - Growth | ELSS | Very High | 40.38% |
Groww ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 33.31% |
Samco ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 31.52% |
Parag Parikh ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 30.56% |
Tata ELSS Tax Saver Fund - Regular Plan - IDCW Pay | ELSS | Very High | 28.69% |
LIC MF ELSS Tax Saver - Regular Plan - Growth | ELSS | Very High | 28.07% |
Axis ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 27.56% |
IDBI Equity Advantage Fund - Regular Plan - Growth | ELSS | Very High | 18.28% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Bandhan ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 24.06% |
Nippon India ELSS Tax Saver Fund - Growth | ELSS | Very High | 22.74% |
Franklin India ELSS Tax Saver Fund - Growth | ELSS | Very High | 21.60% |
Quantum ELSS Tax Saver Fund - Growth - Direct Plan | ELSS | Very High | 19.71% |
Union ELSS Tax Saver Fund - Growth | ELSS | Very High | 19.68% |
Baroda BNP Paribas ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 18.47% |
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 18.12% |
Mirae Asset ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 18.02% |
Shriram ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 17.83% |
Aditya Birla Sun Life Tax Plan - IDCW | ELSS | Very High | 14.18% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Bandhan ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 20.89% |
Union ELSS Tax Saver Fund - Growth | ELSS | Very High | 19.17% |
Franklin India ELSS Tax Saver Fund - Growth | ELSS | Very High | 17.77% |
Baroda BNP Paribas ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 17.06% |
HSBC Tax Saver Equity Fund - Growth | ELSS | Very High | 16.76% |
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 16.43% |
Nippon India ELSS Tax Saver Fund - Growth | ELSS | Very High | 15.31% |
Quantum ELSS Tax Saver Fund - Growth - Direct Plan | ELSS | Very High | 15.21% |
Shriram ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 14.98% |
Aditya Birla Sun Life Tax Plan - IDCW | ELSS | Very High | 3.41% |
Fund Managers
Mr. Rohit Seksaria
Mr. Sudhir KediaFund Manager
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Sundaram Long Term Tax Advantage Fund - Series III - Regular Plan - IDCW
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