Sundaram LT Tax Advantage Fund-Sr.IV (G) - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of Sundaram LT Tax Advantage Fund-Sr.IV (G) (36395) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Sundaram LT Tax Advantage Fund-Sr.IV (G)
Sundaram Asset Management Company Ltd
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.
Fund Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Weak Returns
Risk
High Risk
Expenses
Moderate Expenses
Portfolio Mix
Equity Focused
Management
Seasoned Team
Quality Score
Average Quality
Sundaram LT Tax Advantage Fund-Sr.IV (G) - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Key Factors Analysis
Equity Exposure
Market exposure level
Long-term Track Record
Historical performance consistency
Management Stability
Fund manager experience
Alpha Generation
Outperformance vs benchmark
1-Year Returns
Recent performance momentum
Cost Efficiency
Fund management costs
Risk Assessment
Risk-adjusted returns
Fund Size
Assets under management
Investment Timing Insights
3Y Performance Comparison
This fund has outperformed its benchmark by 4.81% over the 3Y period.
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Your Investment
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Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
| Company | Sector | % Assets |
|---|---|---|
| Aster DM Healthcare Ltd | Healthcare | 5.65% |
| TREPS | Debt Others | 5.63% |
| Affle 3i Ltd | IT - Software | 5.63% |
| Safari Industries (India) Ltd | Plastic products | 5.18% |
| Sapphire Foods India Ltd | Quick Service Restaurant | 4.17% |
| CSB Bank Ltd | Banks | 4.10% |
| KSB Ltd | Capital Goods-Non Electrical Equipment | 4.02% |
| Navin Fluorine International Ltd | Chemicals | 3.88% |
| Laurus Labs Ltd | Pharmaceuticals | 3.61% |
| Greenpanel Industries Ltd | Plywood Boards/Laminates | 3.59% |
Sector Breakdown
Compare against ELSS category average
Performance Summary
This comparison shows how the fund performs relative to the ELSS category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in ELSS category
Sundaram LT Tax Advantage Fund-Sr.IV (G) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Franklin India ELSS Tax Saver Fund - Direct (G) | ₹1672.09 | 12.57% | -2.82% | 19.25% |
| HDFC ELSS Tax Saver Fund - Direct (G) | ₹1575.49 | 15.64% | 2.75% | 22.32% |
| Franklin India ELSS Tax Saver Fund - Regular (G) | ₹1496.80 | 12.13% | -3.58% | 18.28% |
| HDFC ELSS Tax Saver Fund (G) | ₹1456.73 | 15.27% | 2.12% | 21.58% |
| ICICI Pru ELSS Tax Saver Fund - Direct (G) | ₹1066.44 | 16.49% | 0.40% | 16.98% |
| ICICI Pru ELSS Tax Saver Fund - (G) | ₹959.28 | 16.13% | -0.22% | 16.24% |
| Sundaram ELSS Tax Saver Fund - Direct (G) | ₹555.19 | 15.71% | 0.49% | 15.28% |
| Sundaram ELSS Tax Saver Fund - Direct (IDCW-H) | ₹554.62 | 15.71% | 0.49% | 15.27% |
| Sundaram ELSS Tax Saver Fund - Regular (G) | ₹518.69 | 15.41% | -0.04% | 14.65% |
| SBI ELSS Tax Saver Fund - Direct (G) | ₹478.67 | 12.50% | -2.79% | 24.35% |
Category Average Returns
Rohit Seksaria
A seasoned investment professional with over 8 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.