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 14 Nov 2018 8.82 -0.06
(-0.68%)

NAV High-Low (in Rs)

ONE Mth 45.54
45.54
52-WEEk 45.54
67.68

Trailing Returns

% 1-week 1-Mth 6-Mths 1-Yr 3-Yrs
Schemes 1.45 2.47 - - -
Sensex 0.06 1.13 -0.8 7.63 37.68
Nifty 0.06 0.88 -1.83 4.81 36.62

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 Oct 2018
Category Share (%)
CBLO 3.56
Equity 96.63
› More
   As On 31 Oct 2018
Sector Name Amount
Abrasives And Grinding Wheels 3.40
Air-conditioners 2.34
Auto Ancillaries 3.09
Automobiles - LCVs / HCVs 0.89
Banks - Private Sector 0.63
Bearings 3.11
Cables - Power 0.99
Castings & Forgings 3.15
› More
   As On 31 Oct 2018
Company Name
Navin Fluo.Intl. 3.94
Ashoka Buildcon 3.54
Grindwell Norton 3.40
Praj Inds. 3.29
Himatsing. Seide 3.20
M M Forgings 3.15
Rallis India 2.95
West Coast Paper 2.93
› 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