JUST IN
Markets » Mutual Funds » Asset Allocation

Sundaram LT Tax Advantage Fund - Sr.I - Di... - Scheme Profile

Fund

Fund House : Sundaram Mutual Fund

Fund Class : Equity - Tax Planning

NAV 20 Mar 2023 18.62 -0.11
(-0.59%)

Asset Type

Asset Allocation
Asset Allocation
Equity 97.66
Net CA & Others 0.04
Reverse Repo 2.27
Equity Sector No. of Shares Mkt Value % of Assets Stocks Return
Asset / Company Name     (Rs cr)   Last 3 Mths
ICICI Bank Banks 19,081 1.63 9.66 -4.48
Reliance Industr Petroleum Products 5,610 1.30 7.72 -12.16
Infosys IT - Software 8,300 1.23 7.31 -7.87
HDFC Bank Banks 7,350 1.18 6.96 -2.35
St Bk of India Banks 17,595 0.92 5.45 -12.07
H D F C Finance 3,376 0.88 5.22 -2.88
› 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
Agricultural Food & Other Products 0.96
Auto Components 2.19
Automobiles 2.24
Banks 31.25
Cement & Cement Products 4.17
Chemicals & Petrochemicals 2.94
Construction 4.17
Consumer Durables 2.00

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. 0.95
Axis Bank 4.17
B P C L 1.11
Bank of Baroda 2.41
Bharti Airtel 2.97
Bharti Airtel PP 0.10
Birla Corpn. 0.96
Cipla 0.97
.