anubhai
Back OfficeSundaram LT MC Tax Advantage Fund-Sr.V-Dir (G)
Summary
| Fund Name | Sundaram Mutual Fund |
| Scheme Name | Sundaram LT MC Tax Advantage Fund-Sr.V-Dir (G) |
| AMC | Sundaram Mutual Fund |
| Type | Close |
| Category | Equity - Tax Planning |
| Launch Date | 29-Mar-2017 |
| Fund Manager | Rohit Seksaria |
| Net Assets(Rs. cr) | 31.18 |
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 | -0.76 | -1.43 | 1.83 | 3.63 | -0.69 | 18.13 | 27.39 | 13.52 |
| 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. | 6.24 |
| Affle 3i | 5.44 |
| Safari Inds. | 4.56 |
| CSB Bank | 4.12 |
| Ujjivan Small | 4.01 |
| Sapphire Foods | 3.95 |
| KSB | 3.89 |
| Greenpanel Inds. | 3.61 |
| Angel One | 3.55 |
| Multi Comm. Exc. | 3.30 |
| P & G Health Ltd | 3.11 |
| Can Fin Homes | 2.97 |
| TVS Holdings | 2.93 |
| KEI Industries | 2.74 |
| Rategain Travel | 2.70 |
| Equitas Sma. Fin | 2.59 |
| J K Cements | 2.50 |
| Kalpataru Proj. | 2.44 |
| PVR Inox | 2.27 |
| SIS | 2.09 |
| Chola Financial | 2.02 |
| Navin Fluo.Intl. | 1.93 |
| Esab India | 1.92 |
| Laurus Labs | 1.92 |
| Brigade Enterpr. | 1.86 |
| Birlasoft Ltd | 1.84 |
| RHI Magnesita | 1.78 |
| Grindwell Norton | 1.64 |
| PNB Housing | 1.56 |
| Westlife Food | 1.54 |
| R Systems Intl. | 1.44 |
| Natco Pharma | 1.35 |
| Shivalik Bimetal | 1.30 |
| Tata Steel | 1.14 |
| Ganesha Ecosphe. | 1.09 |
| Butterfly Gan Ap | 0.78 |
| Century Plyboard | 0.73 |
| M M Forgings | 0.42 |
| TREPS | 4.78 |
| Net CA & Others | -0.02 |
