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

Fund Class : Equity - Tax Planning
Fund House : Sundaram Mutual Fund
Aum(Rs Cr) : 52.17
NAV 21 Sep 2018 8.94 -0.27
(-2.93%)

NAV High-Low (in Rs)

ONE Mth 48.78
48.78
52-WEEk 47.81
58.04

Trailing Returns

% 1-week 1-Mth 6-Mths 1-Yr 3-Yrs
Schemes - - - - -
Sensex -3.28 -3.77 11.18 13.81 40.65
Nifty -3.23 -3.7 9.73 10.09 39.69

Fund Features

Types of Scheme Growth
Options Equity
Assets Size (Rs in Cr) 52.17 (30 Sep 17)
Inception Date 23 Jun 17
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 Aug 2018
Category Share (%)
Equity 97.73
Reverse Repo 2.71
› More
   As On 31 Aug 2018
Sector Name Amount
Auto Ancillaries 5.00
Automobiles - LCVs / HCVs 1.03
Banks - Private Sector 1.18
Banks - Public Sector 1.82
Bearings 2.70
Cables - Power 1.92
Castings & Forgings 2.74
Cement - North India 2.69
› More
   As On 31 Aug 2018
Company Name
INEOS Styrolut. 4.29
Navin Fluo.Intl. 3.24
Ashoka Buildcon 3.12
Cyient 2.88
West Coast Paper 2.78
Sunteck Realty 2.78
M M Forgings 2.74
Khadim India 2.62
› 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