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

Fund

Fund House : Sundaram Mutual Fund

Fund Class : Equity - Tax Planning

NAV 03 Mar 2021 12.72 0.17
(1.35%)

Asset Type

Asset Allocation
Equity 96.70
Reverse Repo 3.57
Equity Sector No. of Shares Mkt Value % of Assets Stocks Return
Asset / Company Name     (Rs cr)   Last 3 Mths
India Cements Cement - South India 171,705 2.66 3.74 19.02
Navin Fluo.Intl. Chemicals 10,592 2.43 3.42 10.54
Grindwell Norton Abrasives And Grinding Wheels 34,152 2.35 3.31 46.77
Health.Global Healthcare 126,281 1.92 2.71 14.43
KEI Industries Cables - Power 40,984 1.90 2.68 15.43
M M Forgings Castings & Forgings 36,203 1.81 2.55 13.29
› 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 3.31
Air-conditioners 2.16
Auto Ancillaries 2.18
Banks - Private Sector 1.16
Bearings 3.29
Cables - Power 2.68
Castings & Forgings 2.55
Cement - North India 4.64

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
Amber Enterp. 1.94
Andhra Paper 0.97
Angel Broking 1.13
Arvind Fashions. 0.64
Ashoka Buildcon 1.34
Asian Granito 1.55
Astra Microwave 2.11
Brigade Enterpr. 1.98
.