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) | 22.86 |
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 | -0.10 | 2.60 | 14.48 | 6.00 | 8.35 | 17.15 | 19.50 | 17.47 |
| Category Avg | -2.00 | -0.96 | -0.04 | -4.38 | -0.17 | 13.93 | 13.42 | 13.95 |
| Category Best | -0.27 | 3.13 | 12.52 | 5.97 | 11.95 | 24.02 | 20.05 | 22.21 |
| Category Worst | -2.72 | -3.42 | -6.97 | -10.25 | -7.43 | 4.93 | 6.85 | 6.29 |
Asset Allocation
Holdings
| Company Name | % Hold |
|---|---|
| MTAR Technologie | 7.29 |
| Aster DM Health. | 6.79 |
| Ujjivan Small | 4.26 |
| Affle 3i | 4.20 |
| TVS Holdings | 4.15 |
| KSB | 3.79 |
| Safari Inds. | 3.71 |
| KEI Industries | 3.54 |
| CSB Bank | 3.44 |
| P & G Health Ltd | 3.28 |
| Rategain Travel | 3.18 |
| Equitas Sma. Fin | 3.11 |
| Eternal | 3.04 |
| Angel One | 2.93 |
| Sapphire Foods | 2.38 |
| SIS | 2.32 |
| Greenpanel Inds. | 2.26 |
| J B Chemicals & | 2.25 |
| J K Cements | 2.12 |
| Shivalik Bimetal | 2.03 |
| PVR Inox | 1.88 |
| PNB Housing | 1.71 |
| Chola Financial | 1.70 |
| Natco Pharma | 1.67 |
| Neogen Chemicals | 1.66 |
| RHI Magnesita | 1.50 |
| Grindwell Norton | 1.36 |
| Elecon Engg.Co | 1.28 |
| Brigade Enterpr. | 1.25 |
| Landmark Cars | 1.25 |
| Amber Enterp. | 1.18 |
| Venus Pipes | 1.17 |
| Birlasoft Ltd | 1.06 |
| Westlife Food | 1.00 |
| AAVAS Financiers | 1.00 |
| Century Plyboard | 0.93 |
| Can Fin Homes | 0.91 |
| R Systems Intl. | 0.86 |
| Ganesha Ecosphe. | 0.82 |
| Butterfly Gan Ap | 0.82 |
| EID Parry | 0.72 |
| Carborundum Uni. | 0.66 |
| TREPS | 3.50 |
| Net CA & Others | 0.03 |



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