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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 02 Mar 2021 16.49 0.18
(1.10%)

Asset Type

Asset Allocation
Asset Allocation
Equity 97.51
Net CA & Others 0.10
Reverse Repo 2.42
Equity Sector No. of Shares Mkt Value % of Assets Stocks Return
Asset / Company Name     (Rs cr)   Last 3 Mths
HDFC Bank Banks - Private Sector 9,322 1.30 7.42 15.21
ICICI Bank Banks - Private Sector 23,059 1.24 7.09 31.12
Reliance Industr Refineries 6,369 1.17 6.72 12.12
Infosys Computers - Software - Large 8,574 1.06 6.08 19.27
H D F C Finance - Housing 3,954 0.94 5.38 17.7
Bharti Airtel Telecommunications - Service Provider 11,501 0.64 3.64 13.81
› 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
Automobiles - Passenger Cars 2.32
Banks - Private Sector 20.38
Banks - Public Sector 2.91
Bearings 0.90
Cement - North India 4.20
Chemicals 3.15
Cigarettes 1.06
Computers - Software - Large 13.13

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. 1.41
Axis Bank 3.17
B P C L 1.79
Bank of Baroda 1.00
Bharti Airtel 3.64
Birla Corpn. 1.32
Cipla 1.02
Coromandel Inter 2.85
.