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Sundaram LT Tax Advantage Fund - Sr.IV - D... - Scheme Profile

Fund

Fund House : Sundaram Mutual Fund

Fund Class : Equity - Tax Planning

NAV 23 Sep 2020 8.45 0.01
(0.12%)

Asset Type

Asset Allocation
Equity 95.93
Net CA & Others 0.74
Reverse Repo 3.31
Equity Sector No. of Shares Mkt Value % of Assets Stocks Return
Asset / Company Name     (Rs cr)   Last 3 Mths
Navin Fluo.Intl. Chemicals 7,979 1.56 6.24 24.72
J K Cements Cement - North India 6,240 0.93 3.72 10.91
Thyrocare Tech. Healthcare 12,353 0.93 3.71 52.48
Timken India Bearings 7,906 0.88 3.51 8.27
Vesuvius India Refractories / Intermediates 8,759 0.83 3.34 1.24
Heidelberg Cem. Cement - North India 42,648 0.81 3.24 -2.42
› 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 4.48
Auto Ancillaries 4.74
Banks - Private Sector 1.30
Bearings 5.13
Cables - Power 2.53
Castings & Forgings 1.66
Cement - North India 6.96
Cement - South India 2.75

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 2.11
Alembic Pharma 1.19
Arvind Fashions. 0.54
Ashoka Buildcon 1.72
Brigade Enterpr. 1.60
Carborundum Uni. 1.32
CreditAcc. Gram. 1.44
DCB Bank 1.30
.