Markets » Mutual Funds » Asset Allocation

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

Fund

Fund House : Sundaram Mutual Fund

Fund Class : Equity - Tax Planning

NAV 25 Sep 2020 6.55 0.13
(2.02%)

Asset Type

Asset Allocation
Equity 94.53
Net CA & Others 1.66
Reverse Repo 3.84
Equity Sector No. of Shares Mkt Value % of Assets Stocks Return
Asset / Company Name     (Rs cr)   Last 3 Mths
Navin Fluo.Intl. Chemicals 11,052 2.16 6.28 28.92
Heidelberg Cem. Cement - North India 71,994 1.36 3.97 -0.69
Thyrocare Tech. Healthcare 15,130 1.14 3.30 51.15
KEI Industries Cables - Power 22,423 0.89 2.59 2.07
Vesuvius India Refractories / Intermediates 9,300 0.88 2.57 -3.77
Inox Leisure Entertainment / Electronic Media Software 30,000 0.85 2.48 10.4
› 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
Air-conditioners 1.42
Auto Ancillaries 3.35
Automobiles - LCVs / HCVs 0.64
Banks - Private Sector 1.26
Bearings 3.96
Cables - Power 2.59
Castings & Forgings 1.77
Cement - North India 6.47

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
Ador Welding 1.91
Alembic Pharma 0.91
Arvind Fashions. 0.57
Ashoka Buildcon 1.01
Asian Granito 2.26
Astra Microwave 1.89
Bharti Airtel 0.83
Brigade Enterpr. 1.65