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

Fund

Fund House : Sundaram Mutual Fund

Fund Class : Equity - Tax Planning

NAV 23 Jul 2021 15.54 0.03
(0.19%)

Asset Type

Asset Allocation
Equity 97.15
Reverse Repo 3.75
Equity Sector No. of Shares Mkt Value % of Assets Stocks Return
Asset / Company Name     (Rs cr)   Last 3 Mths
Hikal Pharmaceuticals - Indian - Bulk Drugs 32,039 1.57 3.68 154.26
Navin Fluo.Intl. Chemicals 4,173 1.56 3.66 24.23
Grindwell Norton Abrasives And Grinding Wheels 12,264 1.52 3.56 44.17
Ador Welding Electrodes - Welding Equipment 20,151 1.36 3.18 102.79
KEI Industries Cables - Power 15,959 1.11 2.59 40.13
M M Forgings Castings & Forgings 14,991 1.01 2.36 60.45
› 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 4.50
Auto Ancillaries 3.10
Banks - Private Sector 0.88
Bearings 1.32
Cables - Power 2.59
Castings & Forgings 2.36
Cement - North India 4.06
Cement - South India 0.89

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 3.18
Affle India 1.41
Andhra Paper 0.80
Ashoka Buildcon 1.63
Brigade Enterpr. 1.26
Can Fin Homes 1.00
Carborundum Uni. 0.94
CCL Products 0.97
.