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

Fund

Fund House : Sundaram Mutual Fund

Fund Class : Equity - Tax Planning

NAV 03 Apr 2020 5.27 -0.02
(-0.38%)

Asset Type

Asset Allocation
Equity 99.03
Reverse Repo 0.96
Equity Sector No. of Shares Mkt Value % of Assets Stocks Return
Asset / Company Name     (Rs cr)   Last 3 Mths
Navin Fluo.Intl. Chemicals 15,063 2.15 5.05 26.96
J K Cements Cement - North India 11,460 1.59 3.73 -28.5
Orient Electric Domestic Appliances 60,521 1.59 3.72 -3.33
Thyrocare Tech. Healthcare 26,875 1.58 3.70 -3.16
CreditAcc. Gram. Finance & Investments 17,704 1.49 3.50 -57.76
Timken India Bearings 15,196 1.44 3.38 -13.14
› 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 2.59
Air-conditioners 2.09
Auto Ancillaries 2.09
Automobiles - LCVs / HCVs 0.48
Banks - Private Sector 2.76
Bearings 4.50
Cables - Power 2.73
Castings & Forgings 2.70

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 2.10
Arvind Fashions. 0.69
Ashoka Buildcon 2.10
Balaji Telefilms 0.50
Blue Star 2.09
Brigade Enterpr. 2.23
Carborundum Uni. 1.16
Century Ply. 1.37