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Sundaram LT Tax Advantage Fund - Sr.II (G) - Scheme Profile

Fund

Fund House : Sundaram Mutual Fund

Fund Class : Equity - Tax Planning

NAV 08 Mar 2021 19.62 0.05
(0.26%)

Asset Type

Asset Allocation
Equity 99.56
Reverse Repo 0.86
Equity Sector No. of Shares Mkt Value % of Assets Stocks Return
Asset / Company Name     (Rs cr)   Last 3 Mths
HDFC Bank Banks - Private Sector 6,510 0.91 7.45 10.56
ICICI Bank Banks - Private Sector 16,000 0.86 7.07 20.84
Reliance Industr Refineries 4,500 0.83 6.82 7.03
Infosys Computers - Software - Large 6,100 0.76 6.22 13.71
H D F C Finance - Housing 2,580 0.61 5.05 10.75
Bharti Airtel Telecommunications - Service Provider 8,500 0.47 3.87 2.69
› 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
Automobiles - Passenger Cars 2.16
Banks - Private Sector 20.52
Banks - Public Sector 3.08
Bearings 1.00
Cement - North India 4.55
Chemicals 3.30
Cigarettes 1.00
Computers - Software - Large 14.33

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.

Company Name
Aditya Bir. Fas. 1.36
Axis Bank 2.83
B P C L 1.94
Bank of Baroda 1.10
Bharti Airtel 3.87
Birla Corpn. 1.45
Cipla 1.08
Coromandel Inter 2.99
.