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

Sundaram LT MC Tax Advantage Fund Sr.V Direct Growth

NAV ₹32.04 as on 16 Jul 2026

RiskVery High

Fund Size₹31.62Cr

NAV₹32.04 as on 16 Jul 2026
RiskVery High
Fund Size₹31.62Cr

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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

9 years 0 months (Since Jul 11, 2017)

Return since Launch

13.75%

Expense ratio

0.98%

Type

CLOSE

AUM (Fund Size)

₹31.62

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%)
Asset Allocation

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Scheme Holding Summary

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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₹76,995.46Cr
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 ₹76,995.46 Cr and the Latest NAV as of 16 Jul 2026 is ₹32.04.
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 returns7.31%5.34%3.15%1.44%
Category average1.13%4.40%2.50%-
Rank within category274-

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 16.88% 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 0.98%.

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 ₹31.62Cr.

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

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