Sundaram Long Term Tax Advantage Fund Series III Regular Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW)
Fund House: Sundaram Mutual Fund| Category: Equity: ELSS |
| Launch Date: 28-03-2018 |
| Asset Class: Equity |
| Benchmark: BSE 500 TRI |
| TER: 1.41% As on (30-11-2024) |
| Status: Close Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 36.05 Cr As on 30-11-2024(Source:AMFI) |
| Turn over: 11% | Exit Load: NIL Units under Sundaram Long Term Tax Adv are eligible Deduc. u/s 80C of IT Act 1961, issued under ELSS 1992 and can be repurchased/Pledged/Transferred after 3 Yrs from date of allotment. Units are rounded off to full Units |
(%)
%
Benchmark: 12.62%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
5 Years 3 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The scheme seeks 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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 15.05 |
| Sharpe Ratio | 1.43 |
| Alpha | 11.15 |
| Beta | 0.85 |
| 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
Minimum investment in equity & equity related instruments - 80% of total assets (in accordance with Equity Linked Saving Scheme, 2005 notified by Ministry of Finance).
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
90.04%
Others
0.96%
Large Cap
1.12%
Mid Cap
7.86%
