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Sundaram LT Tax Advantage Fund - Sr.II - D... - Scheme Profile

Fund

Fund House : Sundaram Mutual Fund

Fund Class : Equity - Tax Planning

NAV 18 Jul 2018 13.31 -0.13
(-0.97%)

Asset Type

Asset Allocation
Asset Allocation
CBLO 2.47
Equity 97.32
Net CA & Others 0.24
Equity Sector No. of Shares Mkt Value % of Assets Stocks Return
Asset / Company Name     (Rs cr)   Last 3 Mths
Infosys Computers - Software - Large 10,988 1.44 5.73 16.23
Reliance Inds. Refineries 12,766 1.24 4.96 17.28
ITC Cigarettes 36,120 0.96 3.84 -1.48
Larsen & Toubro Engineering - Turnkey Services 7,500 0.96 3.82 -9.3
M & M Automobiles - Passenger Cars 10,402 0.93 3.73 13.39
HDFC Bank Banks - Private Sector 4,414 0.93 3.72 12.55
› 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 1.27
Automobiles - Motorcycles / Mopeds 0.97
Automobiles - Passenger Cars 5.78
Automobiles - Scooters And 3 - Wheelers 0.95
Banks - Private Sector 11.15
Banks - Public Sector 3.16
Bearings 1.57
Castings & Forgings 2.48

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. 1.19
Ashoka Buildcon 2.74
Atul 1.23
Axis Bank 1.02
Bajaj Auto 0.95
Balrampur Chini 0.80
Bank of Baroda 0.67
Berger Paints 2.48