Sundaram LT Tax Advantage Fund - Sr.I (G)

Fund Class : Equity - Tax Planning
Fund House : Sundaram Mutual Fund
Aum(Rs Cr) : 25.82
NAV 14 Aug 2018 13.96 0.07
(0.50%)

NAV High-Low (in Rs)

ONE Mth 24.84
24.84
52-WEEk 24.37
35.44

Trailing Returns

% 1-week 1-Mth 6-Mths 1-Yr 3-Yrs
Schemes 0.42 4.73 3.63 11.59 9.95
Sensex -0.95 3.69 10.74 18.55 34.19
Nifty -0.75 4.1 8.92 15.03 33.65

Fund Features

Types of Scheme Growth
Options Equity
Assets Size (Rs in Cr) 25.82 (31 Mar 15)
Inception Date 18 Dec 14
Fund Manager S Bharath

Investment Details

Minimum Investment 500.00
Purchase Redemption DAILY
Last Dividend paid (Rs)
Entry Load 0.00%
EXIT Load 0.00.

Fund Activity

   As On 31 Jul 2018
Category Share (%)
CBLO 0.24
Equity 99.39
Net CA & Others 0.37
› More
   As On 31 Jul 2018
Sector Name Amount
Aluminium and Aluminium Products 1.19
Automobiles - Motorcycles / Mopeds 1.33
Automobiles - Passenger Cars 7.04
Banks - Private Sector 11.67
Banks - Public Sector 4.27
Bearings 1.59
Chemicals 4.39
Cigarettes 4.99
› More
   As On 31 Jul 2018
Company Name
Reliance Inds. 5.91
Infosys 5.50
M & M 4.84
HDFC Bank 3.98
ITC 3.96
Larsen & Toubro 3.71
ICICI Bank 3.57
St Bk of India 3.20
› More

Fund DETAILS

Asset Management Co.

Registered Address

Sundaram Asset Management Company Ltd,

Sundaram Towers 2nd Floor
46 White Road Royapettah
Chennai 600 014

Phone: 044-2858 3362 / 3367 | Fax: 044-2858 3156

Email: rahulm@sundarammutual.com

Website: www.sundarammutual.com