anubhai
Back OfficeSundaram LT MC Tax Advantage Fund-Sr.III-Dir (G)
Summary
| Fund Name | Sundaram Mutual Fund |
| Scheme Name | Sundaram LT MC Tax Advantage Fund-Sr.III-Dir (G) |
| AMC | Sundaram Mutual Fund |
| Type | Close |
| Category | Equity - Tax Planning |
| Launch Date | 08-Aug-2016 |
| Fund Manager | Rohit Seksaria |
| Net Assets(Rs. cr) | 63.44 |
NAV Graph
| One Month | Three Month | Six Month | One Year | Three Year | Five Year |
Latest Payouts
| Dividends | Bonus |
|---|
Performance
| 1 Week (%) | 1 Month (%) | 3 Month (%) | 6 Month (%) | 1 Year (%) | 3 Year (%) | 5 Year (%) | Since INC (%) | |
|---|---|---|---|---|---|---|---|---|
| Scheme Return | 0.18 | 15.01 | 6.62 | -1.15 | 10.83 | 18.43 | 22.58 | 14.01 |
| Category Avg | -0.87 | 7.91 | 0.79 | -4.32 | 3.42 | 16.51 | 15.88 | 14.11 |
| Category Best | 5.27 | 15.05 | 12.89 | 2.25 | 14.43 | 26.27 | 23.71 | 22.39 |
| Category Worst | -2.59 | -1.24 | -6.77 | -9.93 | -4.77 | 6.29 | 9.08 | 5.98 |
Asset Allocation
Holdings
| Company Name | % Hold |
|---|---|
| Aster DM Health. | 7.60 |
| KSB | 4.90 |
| Affle 3i | 4.89 |
| Angel One | 4.69 |
| Safari Inds. | 4.47 |
| CSB Bank | 4.09 |
| MTAR Technologie | 3.87 |
| Ujjivan Small | 3.68 |
| Equitas Sma. Fin | 3.12 |
| TVS Holdings | 3.11 |
| Can Fin Homes | 2.80 |
| P & G Health Ltd | 2.76 |
| Greenpanel Inds. | 2.61 |
| Sapphire Foods | 2.52 |
| Kalpataru Proj. | 2.52 |
| Esab India | 2.39 |
| Eternal | 2.38 |
| Rategain Travel | 2.28 |
| Grindwell Norton | 2.16 |
| SIS | 2.15 |
| J K Cements | 2.10 |
| Birlasoft Ltd | 2.03 |
| Natco Pharma | 1.99 |
| PVR Inox | 1.87 |
| Chola Financial | 1.78 |
| Brigade Enterpr. | 1.67 |
| RHI Magnesita | 1.52 |
| Landmark Cars | 1.44 |
| Westlife Food | 1.43 |
| Shivalik Bimetal | 1.28 |
| Amber Enterp. | 1.22 |
| Neogen Chemicals | 1.20 |
| R Systems Intl. | 0.97 |
| AAVAS Financiers | 0.95 |
| Ganesha Ecosphe. | 0.94 |
| Venus Pipes | 0.91 |
| EID Parry | 0.91 |
| Century Plyboard | 0.81 |
| Butterfly Gan Ap | 0.72 |
| TREPS | 5.30 |
| Net CA & Others | -0.03 |
