Markets » Mutual Funds » Asset Allocation

Sundaram LT MC Tax Advantage Fund-Sr.III (... - Scheme Profile

Fund

Fund House : Sundaram Mutual Fund

Fund Class : Equity - Tax Planning

NAV 26 Oct 2021 16.92 0.45
(2.73%)

Asset Type

Asset Allocation
Equity 96.11
Net CA & Others 1.38
Reverse Repo 2.27
Rights 0.21
Equity Sector No. of Shares Mkt Value % of Assets Stocks Return
Asset / Company Name     (Rs cr)   Last 3 Mths
Angel Broking Finance & Investments 23,395 3.09 3.77 4.23
KEI Industries Cables - Power 30,438 2.82 3.43 30.64
Grindwell Norton Abrasives And Grinding Wheels 19,100 2.62 3.19 24.73
KPIT Technologi. Computers - Software - Medium / Small 70,770 2.42 2.94 10.8
M M Forgings Castings & Forgings 29,750 2.37 2.89 17.39
Himatsing. Seide Textiles - Products 83,608 2.28 2.77 8.1
› 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
Abrasives And Grinding Wheels 3.19
Air-conditioners 1.32
Auto Ancillaries 3.00
Banks - Private Sector 2.03
Bearings 0.79
Cables - Power 3.43
Castings & Forgings 2.89
Cement - North India 3.76

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
Action Const.Eq. 1.05
Amber Enterp. 1.75
Andhra Paper 0.95
Angel Broking 3.77
Ashoka Buildcon 1.31
Astra Microwave 0.73
Brigade Enterpr. 2.01
Can Fin Homes 1.67
.