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

Fund Class : Equity - Tax Planning
Fund House : Sundaram Mutual Fund
Aum(Rs Cr) : 29.38
NAV 18 Mar 2019 10.00 -0.06
(-0.60%)

NAV High-Low (in Rs)

ONE Mth 27.46
27.46
52-WEEk 27.37
29.70

Trailing Returns

% 1-week 1-Mth 6-Mths 1-Yr 3-Yrs
Schemes - 12.61 0.67 - -
Sensex 2.21 8.52 3.35 16.52 53.74
Nifty 2.05 8.75 2.65 14.25 51.66

Fund Features

Types of Scheme Growth
Options Equity
Assets Size (Rs in Cr) 29.38 (30 Jun 18)
Inception Date 27 Mar 18
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 28 Feb 2019
Category Share (%)
Equity 88.00
Reverse Repo 12.05
› More
   As On 28 Feb 2019
Sector Name Amount
Abrasives And Grinding Wheels 4.75
Auto Ancillaries 7.62
Banks - Private Sector 2.02
Bearings 5.15
Cables - Power 1.58
Castings & Forgings 2.97
Cement - North India 4.97
Cement - South India 1.91
› More
   As On 28 Feb 2019
Company Name
TCNS Clothing 4.40
Vesuvius India 3.71
NRB Bearings 3.33
Grindwell Norton 3.10
Orient Electric 3.07
M M Forgings 2.97
Thyrocare Tech. 2.83
Rane Holdings 2.74
› 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