anubhai
Back OfficeSundaram 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) | 23.09 |
NAV Graph
Latest Payouts
| Dividends | Bonus |
|---|
Performance
| 1 Week (%) | 1 Month (%) | 3 Month (%) | 6 Month (%) | 1 Year (%) | 3 Year (%) | 5 Year (%) | Since INC (%) | |
|---|---|---|---|---|---|---|---|---|
| Scheme Return | 0.80 | 0.31 | 5.48 | 12.33 | 9.71 | 16.11 | 17.90 | 17.66 |
| Category Avg | 1.53 | 1.37 | 3.97 | 3.72 | 2.32 | 13.08 | 12.97 | 14.32 |
| Category Best | 3.40 | 3.73 | 9.52 | 14.26 | 12.73 | 21.47 | 17.91 | 22.32 |
| Category Worst | -0.88 | -2.98 | -0.23 | -4.10 | -6.99 | 3.56 | 7.49 | 6.53 |
Asset Allocation
Holdings
| Company Name | % Hold |
|---|---|
| Aster DM Health. | 7.24 |
| MTAR Technologie | 6.98 |
| Ujjivan Small | 4.57 |
| KSB | 4.55 |
| TVS Holdings | 4.15 |
| Affle 3i | 4.04 |
| Safari Inds. | 3.89 |
| Rategain Travel | 3.79 |
| KEI Industries | 3.61 |
| P & G Health Ltd | 3.39 |
| Equitas Sma. Fin | 3.31 |
| CSB Bank | 3.28 |
| Eternal | 3.18 |
| Angel One | 2.85 |
| SIS | 2.37 |
| Sapphire Foods | 2.36 |
| Greenpanel Inds. | 2.31 |
| Brigade Enterpr. | 2.27 |
| J K Cements | 2.21 |
| Shivalik Bimetal | 2.07 |
| PVR Inox | 1.86 |
| Chola Financial | 1.76 |
| PNB Housing | 1.71 |
| Grindwell Norton | 1.59 |
| Natco Pharma | 1.51 |
| Venus Pipes | 1.43 |
| Landmark Cars | 1.43 |
| RHI Magnesita | 1.34 |
| Elecon Engg.Co | 1.33 |
| EID Parry | 1.16 |
| Amber Enterp. | 1.15 |
| AAVAS Financiers | 1.12 |
| Westlife Food | 1.08 |
| Can Fin Homes | 0.94 |
| Birlasoft Ltd | 0.94 |
| Century Plyboard | 0.89 |
| Ganesha Ecosphe. | 0.79 |
| Butterfly Gan Ap | 0.78 |
| R Systems Intl. | 0.76 |
| Carborundum Uni. | 0.28 |
| TREPS | 4.83 |
| Net CA & Others | -1.07 |
