Sundaram LT MC Tax Advantage Fund-Sr.V-Dir (G) logo

Sundaram LT MC Tax Advantage Fund Sr.V Direct Growth

NAV ₹29.64 as on 17 Nov 2025

RiskVery High

Fund Size₹31.18Cr

NAV₹29.64 as on 17 Nov 2025
RiskVery High
Fund Size₹31.18Cr

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Investment Details
Top Rated Funds

Lock-in

3 Years

Min One Time Amount

₹500

Min Withdrawal Amount

₹-

Min Additional Amount

₹500

Exit Load

Nil

Basic Details

Age

8 years 4 months (Since Jul 11, 2017)

Return since Launch

13.85%

Expense ratio

1.19%

Type

CLOSE

AUM (Fund Size)

₹31.18

Risk Grade

Very High

Benchmark

Nifty Smallcap 100 TRI

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Returns
Total investment of ₹2,40,000
Would have become ₹61,949 (+209.74%)
Fund Manager

Name:

Rohit Seksaria

Experience:

Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.

Scheme Holding Summary

Healthcare

IT - Software

Debt Others

Plastic products

Banks

Quick Service Restaurant

Capital Goods-Non Electrical Equipment

KSB Ltd

3.89%

Plywood Boards/Laminates

Stock/ Commodity Brokers

Financial Services

Pharmaceuticals

Finance

Cables

Cement

Infrastructure Developers & Operators

Entertainment

Miscellaneous

SIS Ltd

2.09%

Chemicals

Realty

Refractories

Non Ferrous Metals

Steel

Textiles

Consumer Durables

Castings, Forgings & Fastners

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RiskometerLevel of risk in the scheme
Moderate
High
Low
Very
High

Your investment will be at Very High Risk

Fund house & investment objective
Rank (total assets)#21 in India
Total AUM₹74,005.23Cr
Date of Incorporation26 Feb 1996
Sundaram LT MC Tax Advantage Fund Sr.V Direct Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 11 Jul 2017. The fund currently has an Asset Under Management(AUM) of ₹74,005.23 Cr and the Latest NAV as of 17 Nov 2025 is ₹29.64.
The Sundaram LT MC Tax Advantage Fund Sr.V Direct Growth is rated Very High. Minimum SIP Investment is set to N/A . Minimum Lumpsum Investment is ₹500. Exit load of Nil.
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Returns and Rankings

Category: Equity ELSS

1Y3Y5YAll
Fund returns8.28%6.22%5.41%1.63%
Category average7.03%5.53%3.90%-
Rank within category25111-

FAQ’s

What kind of returns does Sundaram LT MC Tax Advantage Fund Sr.V Direct Growth provide?

Sundaram LT MC Tax Advantage Fund Sr.V Direct Growth has given a return of 19.85% in the past 3 years.

What is the expense ratio charged by Sundaram LT MC Tax Advantage Fund Sr.V Direct Growth?

The Expense Ratio charged by Sundaram LT MC Tax Advantage Fund Sr.V Direct Growth is 1.19%.

What is the AUM size of Sundaram LT MC Tax Advantage Fund Sr.V Direct Growth?

The AUM size of Sundaram LT MC Tax Advantage Fund Sr.V Direct Growth is ₹31.18Cr.

What is the minimum SIP amount that you can invest in Sundaram LT MC Tax Advantage Fund Sr.V Direct Growth?

N/A .

What are the top stock holdings of Sundaram LT MC Tax Advantage Fund Sr.V Direct Growth?

The top stock holdings of Sundaram LT MC Tax Advantage Fund Sr.V Direct Growth include , Aster DM Healthcare Ltd , Affle 3i Ltd and Rategain Travel Technologies Ltd.

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