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

Fund Class : Equity - Tax Planning
Fund House : Sundaram Mutual Fund
Aum(Rs Cr) : 53.84
NAV 15 Jan 2019 9.02 0.08
(0.89%)

NAV High-Low (in Rs)

ONE Mth 47.77
47.77
52-WEEk 45.54
64.75

Trailing Returns

% 1-week 1-Mth 6-Mths 1-Yr 3-Yrs
Schemes 0.62 1.7 - - -
Sensex 0.3 1 -0.01 4.46 48.52
Nifty 0.32 0.79 -0.43 1.77 46.42

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 Dec 2018
Category Share (%)
Equity 97.80
Reverse Repo 2.47
› More
   As On 31 Dec 2018
Sector Name Amount
Abrasives And Grinding Wheels 3.66
Air-conditioners 2.37
Auto Ancillaries 2.90
Automobiles - LCVs / HCVs 0.79
Banks - Private Sector 0.65
Bearings 3.62
Cables - Power 1.10
Castings & Forgings 3.37
› More
   As On 31 Dec 2018
Company Name
Navin Fluo.Intl. 4.03
Grindwell Norton 3.66
M M Forgings 3.37
Praj Inds. 3.11
Ashoka Buildcon 3.07
Rallis India 2.95
Himatsing. Seide 2.75
Kalpataru Power 2.44
› 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