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

Fund Class : Equity - Tax Planning
Fund House : Sundaram Mutual Fund
Aum(Rs Cr) : 25.82
NAV 25 Sep 2020 13.49 0.28
(2.12%)

NAV High-Low (in Rs)

ONE Mth 16.34
16.34
52-WEEk 12.36
18.36

Trailing Returns

% 1-week 1-Mth 6-Mths 1-Yr 3-Yrs
Schemes - - 38.64 0.68 2.16
Sensex -3.75 -3.75 31.02 -3.12 18.22
Nifty -3.95 -3.68 32.85 -3.41 11.93

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 Aug 2020
Category Share (%)
Equity 96.22
Net CA & Others 0.38
Reverse Repo 3.38
› More
   As On 31 Aug 2020
Sector Name Amount
Automobiles - Passenger Cars 2.15
Banks - Private Sector 16.03
Banks - Public Sector 2.09
Bearings 0.88
Cement - North India 3.55
Chemicals 3.91
Cigarettes 2.06
Computers - Software - Large 11.59
› More
   As On 31 Aug 2020
Company Name
Reliance Industr 8.72
Tata Consumer 5.94
ICICI Bank 5.90
HDFC Bank 5.64
Infosys 4.97
H D F C 3.98
Navin Fluo.Intl. 3.91
Bharti Airtel 3.68
› 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: dhirent@sundarammutual.com

Website: www.sundarammutual.com

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