Sundaram LT MC Tax Advantage Fund-Sr.V (G)
Summary
| Fund Name | Sundaram Mutual Fund |
| Scheme Name | Sundaram LT MC Tax Advantage Fund-Sr.V (G) |
| AMC | Sundaram Mutual Fund |
| Type | Close |
| Category | Equity - Tax Planning |
| Launch Date | 29-Mar-2017 |
| Fund Manager | Rohit Seksaria |
| Net Assets(Rs. cr) | 28.69 |
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 | -1.69 | -9.09 | -6.17 | -8.22 | 11.96 | 16.74 | 19.85 | 11.59 |
| Category Avg | -3.52 | -7.04 | -6.60 | -5.32 | 7.28 | 15.31 | 14.18 | 13.82 |
| Category Best | -1.31 | -2.55 | -2.04 | 0.90 | 12.77 | 21.92 | 20.89 | 22.52 |
| Category Worst | -4.95 | -10.19 | -10.03 | -11.53 | -0.09 | 4.68 | 7.69 | 4.75 |
Asset Allocation
Holdings
| Company Name | % Hold |
|---|---|
| Aster DM Health. | 6.55 |
| Ujjivan Small | 4.34 |
| CSB Bank | 4.30 |
| Affle 3i | 4.22 |
| Safari Inds. | 4.17 |
| KSB | 4.12 |
| MTAR Technologie | 3.78 |
| Angel One | 3.61 |
| Equitas Sma. Fin | 3.18 |
| TVS Holdings | 3.17 |
| Can Fin Homes | 3.14 |
| Sapphire Foods | 3.06 |
| Greenpanel Inds. | 2.83 |
| P & G Health Ltd | 2.69 |
| Kalpataru Proj. | 2.61 |
| J K Cements | 2.47 |
| Rategain Travel | 2.43 |
| Esab India | 2.35 |
| Eternal | 2.31 |
| Birlasoft Ltd | 2.10 |
| PVR Inox | 2.09 |
| SIS | 2.08 |
| Chola Financial | 1.87 |
| Natco Pharma | 1.77 |
| RHI Magnesita | 1.76 |
| Grindwell Norton | 1.75 |
| PNB Housing | 1.50 |
| Landmark Cars | 1.48 |
| Neogen Chemicals | 1.43 |
| Westlife Food | 1.40 |
| Brigade Enterpr. | 1.35 |
| Amber Enterp. | 1.34 |
| Shivalik Bimetal | 1.32 |
| R Systems Intl. | 1.06 |
| AAVAS Financiers | 1.03 |
| Venus Pipes | 1.01 |
| EID Parry | 0.90 |
| Century Plyboard | 0.77 |
| Ganesha Ecosphe. | 0.75 |
| Butterfly Gan Ap | 0.67 |
| TREPS | 4.02 |
| Net CA & Others | 1.25 |



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