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

Fund Class : Equity - Tax Planning
Fund House : Sundaram Mutual Fund
Aum(Rs Cr) : 114.62
NAV 14 Dec 2018 9.63 0.01
(0.10%)

NAV High-Low (in Rs)

ONE Mth 111.40
111.40
52-WEEk 108.43
164.13

Trailing Returns

% 1-week 1-Mth 6-Mths 1-Yr 3-Yrs
Schemes 2.65 - - - -
Sensex 0.81 2.34 1.02 8.17 42.99
Nifty 1.05 2.17 -0.02 5.4 41.25

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 S Krishnakumar

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 30 Nov 2018
Category Share (%)
CBLO 2.55
Equity 97.53
› More
   As On 30 Nov 2018
Sector Name Amount
Abrasives And Grinding Wheels 3.45
Air-conditioners 1.86
Auto Ancillaries 1.56
Automobiles - LCVs / HCVs 0.83
Banks - Private Sector 0.63
Bearings 3.42
Cables - Power 1.11
Castings & Forgings 3.19
› More
   As On 30 Nov 2018
Company Name
Navin Fluo.Intl. 4.31
Ashoka Buildcon 4.24
West Coast Paper 3.92
Grindwell Norton 3.45
M M Forgings 3.19
Triveni Turbine 3.11
Praj Inds. 2.81
Health.Global 2.81
› 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