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Sundaram Long Term Tax Advantage Fund-Sr.I... - Scheme Profile

Fund

Fund House : Sundaram Mutual Fund

Fund Class : Equity - Tax Planning

NAV 22 Sep 2017 12.64 -0.21
(-1.63%)

Asset Type

Asset Allocation
CBLO 5.76
Equity 94.31
Equity Sector No. of Shares Mkt Value % of Assets Stocks Return
Asset / Company Name     (Rs cr)   Last 3 Mths
HDFC Bank Banks - Private Sector 9,000 1.60 4.98 7.17
Infosys Computers - Software - Large 15,500 1.42 4.42 -4.95
ICICI Bank Banks - Private Sector 44,000 1.31 4.09 -4.12
Reliance Inds. Refineries 8,000 1.28 3.98 14.35
Larsen & Toubro Engineering - Turnkey Services 10,000 1.14 3.54 1.39
ITC Cigarettes 37,000 1.04 3.25 -15.59
› 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
Automobiles - LCVs / HCVs 1.53
Automobiles - Motorcycles / Mopeds 1.12
Automobiles - Passenger Cars 2.30
Automobiles - Scooters And 3 - Wheelers 1.01
Banks - Private Sector 13.62
Banks - Public Sector 3.59
Bearings 1.51
Cement - North India 1.14

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
Aditya Bir. Fas. 1.07
Aditya Birla Cap 0.19
Ambuja Cem. 1.14
Atul 1.05
Axis Bank 1.01
Bajaj Auto 1.01
Balrampur Chini 1.61
Bank of Baroda 0.86