Markets » Mutual Funds » Asset Allocation

Sundaram Tax Saver (G) - Scheme Profile

Fund

Fund House : Sundaram Mutual Fund

Fund Class : Equity - Tax Planning

NAV 23 Feb 2017 87.40 -0.15
(-0.17%)

Asset Type

Asset Allocation
CBLO 2.77
Equity 97.92
Equity Sector No. of Shares Mkt Value % of Assets Stocks Return
Asset / Company Name     (Rs cr)   Last 3 Mths
The Ramco Cement Cement - South India 1,039,147 73.03 5.28 16.38
HDFC Bank Banks - Private Sector 515,594 66.34 4.80 17.71
ICICI Bank Banks - Private Sector 1,884,405 50.68 3.67 7.34
ITC Cigarettes 1,752,950 45.24 3.27 18.33
Tata Motors-DVR Automobiles - LCVs / HCVs 1,247,103 41.52 3.00 -4.59
M & M Automobiles - Passenger Cars 332,697 41.26 2.99 9.66
› 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 1.39
Auto Ancillaries 1.14
Automobiles - LCVs / HCVs 3.00
Automobiles - Passenger Cars 4.53
Banks - Private Sector 14.65
Banks - Public Sector 5.27
Bearings 1.29
Castings & Forgings 1.23

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
Arvind Ltd 2.03
Bajaj Fin. 2.51
Bajaj Finserv 1.82
Bank of Baroda 1.11
Bayer Crop Sci. 2.18
Bharti Airtel 1.00
Century Ply. 1.22
Century Textiles 1.30