anubhai
Back OfficeSundaram LT MC Tax Advantage Fund-Sr.IV-Dir (G)
Summary
| Fund Name | Sundaram Mutual Fund |
| Scheme Name | Sundaram LT MC Tax Advantage Fund-Sr.IV-Dir (G) |
| AMC | Sundaram Mutual Fund |
| Type | Close |
| Category | Equity - Tax Planning |
| Launch Date | 27-Sep-2016 |
| Fund Manager | Rohit Seksaria |
| Net Assets(Rs. cr) | 36.56 |
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 | -0.81 | -1.27 | 2.12 | 3.64 | -0.84 | 18.37 | 27.41 | 13.38 |
| Category Avg | -0.94 | -0.24 | 2.86 | 3.87 | 1.13 | 16.47 | 19.50 | 15.41 |
| Category Best | 0.07 | 1.88 | 6.86 | 9.63 | 9.10 | 23.04 | 28.24 | 23.07 |
| Category Worst | -3.27 | -3.37 | -3.12 | -5.35 | -14.39 | 9.54 | 11.50 | 8.52 |
Asset Allocation
Holdings
| Company Name | % Hold |
|---|---|
| Aster DM Health. | 6.29 |
| Safari Inds. | 5.74 |
| Affle 3i | 4.77 |
| Angel One | 4.30 |
| CSB Bank | 4.12 |
| Ujjivan Small | 4.11 |
| Sapphire Foods | 3.80 |
| Navin Fluo.Intl. | 3.77 |
| Greenpanel Inds. | 3.66 |
| KSB | 3.50 |
| Multi Comm. Exc. | 3.47 |
| KEI Industries | 3.00 |
| Equitas Sma. Fin | 2.92 |
| P & G Health Ltd | 2.88 |
| TVS Holdings | 2.87 |
| Rategain Travel | 2.72 |
| J K Cements | 2.65 |
| Can Fin Homes | 2.53 |
| Kalpataru Proj. | 2.46 |
| Chola Financial | 2.10 |
| SIS | 2.07 |
| Grindwell Norton | 2.06 |
| PVR Inox | 1.98 |
| Brigade Enterpr. | 1.95 |
| Esab India | 1.94 |
| Birlasoft Ltd | 1.85 |
| RHI Magnesita | 1.78 |
| Westlife Food | 1.49 |
| R Systems Intl. | 1.43 |
| Natco Pharma | 1.37 |
| Tata Steel | 1.28 |
| Shivalik Bimetal | 1.28 |
| Ganesha Ecosphe. | 1.11 |
| Butterfly Gan Ap | 0.79 |
| Century Plyboard | 0.71 |
| M M Forgings | 0.36 |
| TREPS | 4.99 |
| Net CA & Others | -0.11 |
