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Sundaram Tax Saver - Direct (G) - Scheme Profile

Fund

Fund House : Sundaram Mutual Fund

Fund Class : Equity - Tax Planning

NAV 28 Apr 2017 96.47 -0.01
(-0.01%)

Asset Type

Asset Allocation
Equity 97.35
Net CA & Others 0.61
Reverse Repo 2.02
Equity Sector No. of Shares Mkt Value % of Assets Stocks Return
Asset / Company Name     (Rs cr)   Last 3 Mths
HDFC Bank Banks - Private Sector 515,594 74.38 4.96 19.27
The Ramco Cement Cement - South India 1,039,147 69.90 4.66 3.33
ICICI Bank Banks - Private Sector 1,884,405 52.17 3.48 2.37
ITC Cigarettes 1,752,950 49.14 3.28 8.19
M & M Automobiles - Passenger Cars 348,016 44.79 2.99 6.63
Reliance Inds. Refineries 306,559 40.49 2.70 36.06
› More

Sector Allocation

You can check out the sectoral allocation of the investments made for that scheme by the mutual fund in this Piechart as on the date selected.

Sector Name
Abrasives And Grinding Wheels 1.44
Auto Ancillaries 1.17
Automobiles - LCVs / HCVs 1.78
Automobiles - Passenger Cars 4.44
Banks - Private Sector 15.30
Banks - Public Sector 5.12
Bearings 1.37
Castings & Forgings 1.26

Top Holdings

You can check out the Top Holdings of the investments made for that scheme by the mutual fund in
this Piechart as on the date selected.

Company Name
Apollo Hospitals 1.10
Arvind Ltd 2.00
Ashok Leyland 1.78
Bajaj Fin. 2.61
Bajaj Finserv 2.12
Bank of Baroda 1.07
Bayer Crop Sci. 1.93
Century Ply. 1.49