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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 Apr 2019 10.09 -0.02
(-0.20%)

Asset Type

Asset Allocation
Equity 89.15
Net CA & Others 1.15
Reverse Repo 9.70
Equity Sector No. of Shares Mkt Value % of Assets Stocks Return
Asset / Company Name     (Rs cr)   Last 3 Mths
TCNS Clothing Textiles - Products 14,308 1.17 3.93 17.43
Vesuvius India Refractories / Intermediates 8,759 1.02 3.40 -2.72
Grindwell Norton Abrasives And Grinding Wheels 15,634 0.93 3.12 5.61
Orient Electric Domestic Appliances 59,341 0.90 3.03 13.03
J K Cements Cement - North India 10,306 0.89 2.99 19.79
NRB Bearings Bearings 44,521 0.85 2.83 -5.75
› 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 4.79
Auto Ancillaries 7.37
Banks - Private Sector 2.07
Bearings 4.56
Cables - Power 1.80
Castings & Forgings 2.73
Cement - North India 5.46
Cement - South India 2.17

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 2.32
Ashoka Buildcon 2.67
Brigade Enterpr. 1.28
Carborundum Uni. 1.67
CreditAcc. Gram. 2.69
Equitas Holdings 2.24
Grindwell Norton 3.12
HDFC Bank 2.07