Sundaram LT Tax Advantage Fund - Sr.I - Dir (G)

Fund Class : Equity - Tax Planning
Fund House : Sundaram Mutual Fund
Aum(Rs Cr) : 25.82
NAV 19 Jan 2018 14.16 0.09
(0.64%)

NAV High-Low (in Rs)

ONE Mth 34.99
34.99
52-WEEk 28.79
34.99

Trailing Returns

% 1-week 1-Mth 6-Mths 1-Yr 3-Yrs
Schemes - 3.84 9.04 26.44 -
Sensex 2.66 4.95 11.13 30.04 25.65
Nifty 2 4.12 10.05 29.16 27.41

Fund Features

Types of Scheme Growth
Options Equity
Assets Size (Rs in Cr) 25.82 (31 Mar 15)
Inception Date 18 Dec 14
Fund Manager S Krishnakumar

Investment Details

Minimum Investment 500.00
Purchase Redemption DAILY
Last Dividend paid (Rs)
Entry Load 0.00%
EXIT Load 0.00.

Fund Activity

   As On 31 Dec 2017
Category Share (%)
CBLO 4.23
Equity 95.65
Net CA & Others 0.14
› More
   As On 31 Dec 2017
Sector Name Amount
Aluminium and Aluminium Products 0.95
Automobiles - LCVs / HCVs 1.60
Automobiles - Motorcycles / Mopeds 0.97
Automobiles - Passenger Cars 2.36
Automobiles - Scooters And 3 - Wheelers 1.10
Banks - Private Sector 11.63
Banks - Public Sector 3.71
Bearings 1.48
› More
   As On 31 Dec 2017
Company Name
HDFC Bank 4.82
Infosys 4.41
Reliance Inds. 4.21
Larsen & Toubro 3.60
ICICI Bank 3.45
St Bk of India 2.79
ITC 2.78
West Coast Paper 2.37
› More

Fund DETAILS

Asset Management Co.

Registered Address

Sundaram Asset Management Company Ltd,

Sundaram Towers 2nd Floor
46 White Road Royapettah
Chennai 600 014

Phone: 044-2858 3362 / 3367 | Fax: 044-2858 3156

Email: rahulm@sundarammutual.com

Website: www.sundarammutual.com