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Sundaram LT MC Tax Advantage Fund - Sr.III (D)

Fund Class : Equity - Tax Planning
Fund House : Sundaram Mutual Fund
Aum(Rs Cr) : 114.62
NAV 17 Jun 2021 13.68 -0.08
(-0.58%)

NAV High-Low (in Rs)

ONE Mth 78.96
78.96
52-WEEk 64.44
78.96

Trailing Returns

% 1-week 1-Mth 6-Mths 1-Yr 3-Yrs
Schemes - 10.55 38.7 99.5 5.96
Nifty -0.73 3.81 13.97 55.41 45.22

Fund Features

Types of Scheme Dividend
Options Equity
Assets Size (Rs in Cr) 114.62 (30 Nov 16)
Inception Date 08 Aug 16
Fund Manager Rohit Seksaria

Investment Details

Minimum Investment 500.00
Purchase Redemption DAILY
Last Dividend paid 0.50 (Rs) 20-03-2018
Entry Load 0.00%
EXIT Load 0.00.

Fund Activity

   As On 31 May 2021
Category Share (%)
Equity 97.24
Net CA & Others 0.57
Reverse Repo 2.14
› More
   As On 31 May 2021
Sector Name Amount
Abrasives And Grinding Wheels 3.79
Air-conditioners 1.44
Auto Ancillaries 3.25
Banks - Private Sector 1.09
Bearings 2.39
Cables - Power 2.38
Castings & Forgings 2.19
Cement - North India 4.21
› More
   As On 31 May 2021
Company Name
Grindwell Norton 3.79
Navin Fluo.Intl. 3.45
Hikal 3.15
KPIT Technologi. 2.65
J K Cements 2.47
India Cements 2.46
Century Plyboard 2.42
Kalpataru Power 2.41
› 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