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

Fund Class : Equity - Tax Planning
Fund House : Sundaram Mutual Fund
Aum(Rs Cr) : 52.17
NAV 13 Nov 2018 8.44 0.03
(0.36%)

NAV High-Low (in Rs)

ONE Mth 40.89
40.89
52-WEEk 40.89
58.04

Trailing Returns

% 1-week 1-Mth 6-Mths 1-Yr 3-Yrs
Schemes 2.23 3.84 - - -
Sensex -0.27 1.18 -1.17 6.68 37.22
Nifty -0.21 0.99 -2.13 3.83 36.25

Fund Features

Types of Scheme Dividend
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 Oct 2018
Category Share (%)
CBLO 3.13
Equity 97.52
› More
   As On 31 Oct 2018
Sector Name Amount
Auto Ancillaries 5.24
Automobiles - LCVs / HCVs 0.86
Banks - Private Sector 1.25
Banks - Public Sector 1.50
Bearings 2.78
Cables - Power 1.69
Castings & Forgings 3.11
Cement - North India 3.73
› More
   As On 31 Oct 2018
Company Name
INEOS Styrolut. 4.20
West Coast Paper 3.81
Navin Fluo.Intl. 3.65
Praj Inds. 3.35
M M Forgings 3.11
Ashoka Buildcon 3.07
Kirl. Ferrous 3.04
Cyient 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