Sundaram LT Tax Advantage Fund - Sr.III (G)

Fund Class : Equity - Tax Planning
Fund House : Sundaram Mutual Fund
Aum(Rs Cr) : 53.08
NAV 12 Nov 2018 8.25 -0.04
(-0.48%)

NAV High-Low (in Rs)

ONE Mth 42.51
42.51
52-WEEk 42.51
53.90

Trailing Returns

% 1-week 1-Mth 6-Mths 1-Yr 3-Yrs
Schemes 1.01 1.4 - - -
Sensex -0.23 0.52 -1.75 5.69 36.32
Nifty -0.2 0.34 -2.76 2.77 35.38

Fund Features

Types of Scheme Growth
Options Equity
Assets Size (Rs in Cr) 53.08 (31 Mar 18)
Inception Date 27 Dec 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 15.64
Equity 85.05
› More
   As On 31 Oct 2018
Sector Name Amount
Abrasives And Grinding Wheels 2.52
Air-conditioners 2.17
Auto Ancillaries 4.76
Automobiles - LCVs / HCVs 0.77
Bearings 4.15
Cables - Power 0.96
Castings & Forgings 4.07
Cement - North India 4.65
› More
   As On 31 Oct 2018
Company Name
M M Forgings 4.07
Ashoka Buildcon 4.02
Thyrocare Tech. 3.54
TCNS Clothing 3.30
Sundaram Clayton 2.81
J K Cements 2.61
Ador Welding 2.57
Rane Holdings 2.47
› 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