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Sundaram LT Tax Advantage Fund - Sr.I (D) - Scheme Profile

Fund

Fund House : Sundaram Mutual Fund

Fund Class : Equity - Tax Planning

NAV 19 Jul 2018 12.14 -0.04
(-0.33%)

Asset Type

Asset Allocation
Asset Allocation
CBLO 0.21
Equity 99.17
Net CA & Others 0.62
Equity Sector No. of Shares Mkt Value % of Assets Stocks Return
Asset / Company Name     (Rs cr)   Last 3 Mths
Infosys Computers - Software - Large 11,197 1.46 6.01 14.44
HDFC Bank Banks - Private Sector 6,224 1.31 5.38 11.69
Reliance Inds. Refineries 12,634 1.23 5.04 21.6
M & M Automobiles - Passenger Cars 12,838 1.15 4.73 13.62
Larsen & Toubro Engineering - Turnkey Services 8,646 1.10 4.52 -6.92
Tech Mahindra Computers - Software - Large 13,700 0.90 3.68 -5.96
› 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
Sector Name
Aluminium and Aluminium Products 1.28
Automobiles - Motorcycles / Mopeds 1.28
Automobiles - Passenger Cars 6.81
Banks - Private Sector 11.95
Banks - Public Sector 3.68
Bearings 1.62
Chemicals 4.34
Cigarettes 4.56

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.

Holdings
Company Name
Aditya Bir. Fas. 1.13
Atul 1.35
Balrampur Chini 0.98
Bank of Baroda 0.80
Berger Paints 2.81
Bharat Financial 0.79
CL Educate 0.95
Coal India 0.98