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Sundaram Tax Savings Fund - Regular (IDCW-H) - Scheme Profile

Fund

Fund House : Sundaram Mutual Fund

Fund Class : Equity - Tax Planning

NAV 25 Nov 2022 335.85 0.74
(0.22%)

Asset Type

Asset Allocation
Equity 96.97
Reverse Repo 3.94
Equity Sector No. of Shares Mkt Value % of Assets Stocks Return
Asset / Company Name     (Rs cr)   Last 3 Mths
ICICI Bank Banks 968,000 87.96 8.94 6.7
HDFC Bank Banks 335,117 50.16 5.09 10.48
Reliance Industr Petroleum Products 175,000 44.62 4.53 -0.51
Infosys IT - Software 288,000 44.28 4.50 7.37
St Bk of India Banks 770,000 44.18 4.49 16.69
H D F C Finance 157,000 38.78 3.94 10.64
› 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
Agricultural Commercial & Construction Vehicles 5.33
Auto Components 3.19
Automobiles 5.82
Banks 27.18
Beverages 0.50
Capital Markets 2.32
Cement & Cement Products 1.09
Chemicals & Petrochemicals 2.02

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
A B B 1.87
Ashok Leyland 3.75
Avenue Super. 1.14
Axis Bank 3.77
Bajaj Finserv 1.37
Bank of Baroda 1.62
BEML Land Assets 0.30
BEML Ltd 1.58
.