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

Fund Class : Equity - Tax Planning
Fund House : Sundaram Mutual Fund
Aum(Rs Cr) : 53.08
NAV 19 Oct 2018 8.12 -0.07
(-0.85%)

NAV High-Low (in Rs)

ONE Mth 43.89
43.89
52-WEEk 43.89
53.90

Trailing Returns

% 1-week 1-Mth 6-Mths 1-Yr 3-Yrs
Schemes - - - - -
Sensex -2.1 -7.35 -0.82 5.39 25.09
Nifty -2.54 -8.06 -3.02 0.97 24.16

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 %
EXIT Load .

Fund Activity

   As On 30 Sep 2018
Category Share (%)
CBLO 17.25
Equity 83.22
› More
   As On 30 Sep 2018
Sector Name Amount
Abrasives And Grinding Wheels 2.55
Air-conditioners 2.13
Auto Ancillaries 4.73
Automobiles - LCVs / HCVs 0.79
Bearings 4.22
Cables - Power 1.08
Castings & Forgings 4.11
Cement - North India 2.88
› More
   As On 30 Sep 2018
Company Name
M M Forgings 4.11
Thyrocare Tech. 3.93
Ashoka Buildcon 3.57
TCNS Clothing 3.22
Sundaram Clayton 2.97
J K Cements 2.88
Rane Holdings 2.70
Navin Fluo.Intl. 2.37
› 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