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

Fund Class : Equity - Tax Planning
Fund House : Sundaram Mutual Fund
Aum(Rs Cr) : 53.84
NAV 18 Apr 2018 11.64 -0.05
(-0.43%)

NAV High-Low (in Rs)

ONE Mth 58.04
58.04
52-WEEk 54.76
67.68

Trailing Returns

% 1-week 1-Mth 6-Mths 1-Yr 3-Yrs
Schemes 0.61 5.23 4.17 15.19 -
Sensex 0.96 4.57 6.29 17.35 21.04
Nifty 1.02 4.67 4.13 16.06 22.77

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 Mar 2018
Category Share (%)
CBLO 0.91
Equity 99.05
Net CA & Others 0.04
› More
   As On 31 Mar 2018
Sector Name Amount
Abrasives And Grinding Wheels 2.71
Air-conditioners 2.69
Auto Ancillaries 3.29
Automobiles - LCVs / HCVs 0.39
Banks - Private Sector 0.51
Banks - Public Sector 0.31
Bearings 2.46
Castings & Forgings 3.11
› More
   As On 31 Mar 2018
Company Name
Ashoka Buildcon 4.04
Himatsing. Seide 3.71
Navin Fluo.Intl. 3.67
Rallis India 3.24
M M Forgings 3.11
Grindwell Norton 2.71
Johnson Con. Hit 2.69
Asian Granito 2.66
› 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