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

Fund

Fund House : Sundaram Mutual Fund

Fund Class : Equity - Tax Planning

NAV 27 Mar 2020 6.36 0.06
(0.95%)

Asset Type

Asset Allocation
Asset Allocation
Equity 96.40
Net CA & Others 0.05
Reverse Repo 3.54
Equity Sector No. of Shares Mkt Value % of Assets Stocks Return
Asset / Company Name     (Rs cr)   Last 3 Mths
Navin Fluo.Intl. Chemicals 10,021 1.43 5.24 16.02
J K Cements Cement - North India 7,341 1.02 3.72 -19.77
Orient Electric Domestic Appliances 38,757 1.02 3.72 -7.63
Vesuvius India Refractories / Intermediates 8,759 1.01 3.68 -30.71
CreditAcc. Gram. Finance & Investments 11,451 0.96 3.52 -53.55
Grindwell Norton Abrasives And Grinding Wheels 15,634 0.92 3.34 -23.24
› 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
Sector Name
Abrasives And Grinding Wheels 4.79
Auto Ancillaries 4.13
Banks - Private Sector 2.77
Bearings 4.40
Cables - Power 2.73
Castings & Forgings 2.10
Cement - North India 6.85
Cement - South India 2.11

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.

Holdings
Company Name
Ador Welding 2.18
Arvind Fashions. 0.69
Ashoka Buildcon 2.08
Brigade Enterpr. 1.94
Carborundum Uni. 1.45
CreditAcc. Gram. 3.52
DCB Bank 1.51
Equitas Holdings 1.93