Sundaram LT Tax Advantage Fund-Sr.IV-Dir (G)
Summary
| Fund Name | Sundaram Mutual Fund |
| Scheme Name | Sundaram LT Tax Advantage Fund-Sr.IV-Dir (G) |
| AMC | Sundaram Mutual Fund |
| Type | Close |
| Category | Equity - Tax Planning |
| Launch Date | 27-Mar-2018 |
| Fund Manager | Rohit Seksaria |
| Net Assets(Rs. cr) | 21.50 |
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 | -3.55 | -5.26 | -6.19 | -4.23 | 13.53 | 18.11 | 21.27 | 16.35 |
| Category Avg | -3.04 | -3.98 | -5.83 | -2.92 | 9.46 | 15.90 | 14.75 | 14.11 |
| Category Best | -1.44 | -0.54 | -1.41 | 3.45 | 15.57 | 22.73 | 21.39 | 22.61 |
| Category Worst | -4.05 | -6.22 | -9.40 | -9.28 | 1.70 | 5.36 | 8.17 | 5.47 |
Asset Allocation
Holdings
| Company Name | % Hold |
|---|---|
| Aster DM Health. | 5.48 |
| Ujjivan Small | 5.44 |
| Safari Inds. | 5.33 |
| TVS Holdings | 4.90 |
| Affle 3i | 4.73 |
| CSB Bank | 4.54 |
| KSB | 3.61 |
| KEI Industries | 3.48 |
| Equitas Sma. Fin | 3.30 |
| P & G Health Ltd | 3.05 |
| Greenpanel Inds. | 2.97 |
| MTAR Technologie | 2.88 |
| Navin Fluo.Intl. | 2.86 |
| Rategain Travel | 2.77 |
| Sapphire Foods | 2.65 |
| J K Cements | 2.40 |
| Angel One | 2.35 |
| J B Chemicals & | 2.07 |
| SIS | 2.06 |
| PVR Inox | 2.02 |
| Chola Financial | 1.89 |
| RHI Magnesita | 1.74 |
| Brigade Enterpr. | 1.53 |
| Eternal | 1.49 |
| Birlasoft Ltd | 1.47 |
| Natco Pharma | 1.46 |
| PNB Housing | 1.45 |
| Landmark Cars | 1.37 |
| R Systems Intl. | 1.31 |
| Shivalik Bimetal | 1.24 |
| Grindwell Norton | 1.21 |
| Westlife Food | 1.17 |
| Neogen Chemicals | 1.16 |
| Can Fin Homes | 1.09 |
| Century Plyboard | 1.03 |
| EID Parry | 0.94 |
| Amber Enterp. | 0.94 |
| Venus Pipes | 0.91 |
| Butterfly Gan Ap | 0.79 |
| Ganesha Ecosphe. | 0.65 |
| Carborundum Uni. | 0.54 |
| TREPS | 5.74 |
| Net CA & Others | -0.03 |



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