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Sundaram LT MC Tax Advantage Fund-Sr.V (IDCW) - Scheme Profile

Fund

Fund House : Sundaram Mutual Fund

Fund Class : Equity - Tax Planning

NAV 23 Sep 2021 15.33 0.20
(1.32%)

Asset Type

Asset Allocation
Equity 97.66
Reverse Repo 2.56
Equity Sector No. of Shares Mkt Value % of Assets Stocks Return
Asset / Company Name     (Rs cr)   Last 3 Mths
Angel Broking Finance & Investments 11,979 1.45 3.58 54.85
Grindwell Norton Abrasives And Grinding Wheels 10,757 1.39 3.44 20.43
Navin Fluo.Intl. Chemicals 3,276 1.32 3.26 14.44
KEI Industries Cables - Power 17,000 1.30 3.21 39.61
GNA Axles Auto Ancillaries 17,798 1.29 3.18 113.62
Equitas Holdings Finance & Investments 100,136 1.18 2.92 26.68
› 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 3.44
Air-conditioners 1.23
Auto Ancillaries 4.08
Banks - Private Sector 0.95
Cables - Power 3.21
Castings & Forgings 2.73
Cement - North India 3.31
Ceramics - Tiles / Sanitaryware 0.76

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
Amber Enterp. 1.61
Andhra Paper 0.96
Angel Broking 3.58
Ashoka Buildcon 1.34
Asian Granito 0.76
Astra Microwave 0.93
Brigade Enterpr. 1.69
Can Fin Homes 1.43
.