Sundaram LT MC Tax Advantage Fund - Sr.IV (G)

Fund Class : Equity - Tax Planning
Fund House : Sundaram Mutual Fund
Aum(Rs Cr) : 53.84
NAV 15 Feb 2019 7.95 -0.04
(-0.50%)

NAV High-Low (in Rs)

ONE Mth 44.89
44.89
52-WEEk 44.89
63.22

Trailing Returns

% 1-week 1-Mth 6-Mths 1-Yr 3-Yrs
Schemes - - - - -
Sensex -2.02 -1.4 -5.4 4.41 52.03
Nifty -2 -1.49 -6.22 1.7 49.72

Fund Features

Types of Scheme Growth
Options Equity
Assets Size (Rs in Cr) 53.84 (31 Mar 17)
Inception Date 27 Sep 16
Fund Manager S Krishnakumar

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 Jan 2019
Category Share (%)
Equity 97.35
Reverse Repo 2.87
› More
   As On 31 Jan 2019
Sector Name Amount
Abrasives And Grinding Wheels 3.76
Air-conditioners 2.50
Auto Ancillaries 2.89
Automobiles - LCVs / HCVs 0.74
Banks - Private Sector 0.72
Bearings 3.59
Cables - Power 1.18
Castings & Forgings 2.77
› More
   As On 31 Jan 2019
Company Name
Praj Inds. 3.96
Navin Fluo.Intl. 3.86
Grindwell Norton 3.76
Ashoka Buildcon 3.14
Rallis India 2.82
M M Forgings 2.77
Himatsing. Seide 2.76
Johnson Con. Hit 2.50
› 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