Sundaram LT MC Tax Advantage Fund - Sr.IV (D)

Fund Class : Equity - Tax Planning
Fund House : Sundaram Mutual Fund
Aum(Rs Cr) : 53.84
NAV 23 Feb 2018 11.36 0.12
(1.07%)

NAV High-Low (in Rs)

ONE Mth 64.75
64.75
52-WEEk 53.84
67.68

Trailing Returns

% 1-week 1-Mth 6-Mths 1-Yr 3-Yrs
Schemes - - 11.6 - -
Sensex 0.39 -5.53 8.15 18.17 17.83
Nifty 0.37 -5.35 6.48 17.36 19.83

Fund Features

Types of Scheme Dividend
Options Equity
Assets Size (Rs in Cr) 53.84 (31 Mar 17)
Inception Date 27 Sep 16
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 Jan 2018
Category Share (%)
CBLO 0.71
Equity 98.05
Net CA & Others 1.26
› More
   As On 31 Jan 2018
Sector Name Amount
Abrasives And Grinding Wheels 2.49
Air-conditioners 2.42
Auto Ancillaries 2.92
Automobiles - LCVs / HCVs 0.39
Banks - Public Sector 0.36
Bearings 2.58
Castings & Forgings 2.93
Cement - North India 1.65
› More
   As On 31 Jan 2018
Company Name
Navin Fluo.Intl. 3.38
Himatsing. Seide 3.34
Ashoka Buildcon 3.31
Rallis India 3.05
M M Forgings 2.93
Asian Granito 2.90
Va Tech Wabag 2.73
Redington India 2.60
› 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