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

Fund Class : Equity - Tax Planning
Fund House : Sundaram Mutual Fund
Aum(Rs Cr) : 53.84
NAV 18 Jun 2018 10.69 -0.09
(-0.83%)

NAV High-Low (in Rs)

ONE Mth 59.04
59.04
52-WEEk 56.17
67.68

Trailing Returns

% 1-week 1-Mth 6-Mths 1-Yr 3-Yrs
Schemes - - - - -
Sensex -1.14 1.26 4.29 12.7 29.18
Nifty -1.22 1.08 2.36 10.9 30.22

Fund Features

Types of Scheme Dividend
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 May 2018
Category Share (%)
CBLO 2.61
Equity 97.66
› More
   As On 31 May 2018
Sector Name Amount
Abrasives And Grinding Wheels 2.63
Air-conditioners 2.66
Auto Ancillaries 3.48
Automobiles - LCVs / HCVs 0.47
Banks - Private Sector 0.57
Bearings 2.81
Castings & Forgings 3.39
Cement - North India 1.93
› More
   As On 31 May 2018
Company Name
Ashoka Buildcon 3.91
Himatsing. Seide 3.65
M M Forgings 3.39
Navin Fluo.Intl. 3.22
Rallis India 2.85
Johnson Con. Hit 2.66
Grindwell Norton 2.63
Rane Holdings 2.48
› 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