Markets » Mutual Funds » Asset Allocation

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

Fund

Fund House : Sundaram Mutual Fund

Fund Class : Equity - Tax Planning

NAV 06 Aug 2020 6.89 0.03
(0.44%)

Asset Type

Asset Allocation
Equity 97.52
Reverse Repo 2.49
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 2.36 7.92 29.48
J K Cements Cement - North India 11,460 1.34 4.50 47.03
Timken India Bearings 15,196 1.29 4.35 14.26
Thyrocare Tech. Healthcare 23,773 1.24 4.18 39.76
Heidelberg Cem. Cement - North India 63,210 1.03 3.46 28.24
Orient Electric Domestic Appliances 60,521 1.02 3.44 0.45
› 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 3.00
Air-conditioners 1.83
Auto Ancillaries 2.23
Automobiles - LCVs / HCVs 0.54
Banks - Private Sector 2.00
Bearings 5.63
Cables - Power 2.22
Castings & Forgings 1.60

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 2.77
Arvind Fashions. 0.36
Ashoka Buildcon 1.64
Balaji Telefilms 0.84
Blue Star 1.83
Brigade Enterpr. 1.38
Carborundum Uni. 1.14
Century Ply. 1.27