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

Fund Class : Equity - Tax Planning
Fund House : Sundaram Mutual Fund
Aum(Rs Cr) : 29.38
NAV 08 Jul 2020 7.72 -0.05
(-0.64%)

NAV High-Low (in Rs)

ONE Mth
52-WEEk 18.41
28.77

Trailing Returns

% 1-week 1-Mth 6-Mths 1-Yr 3-Yrs
Schemes 1.63 3.54 - - -
Sensex 2.49 8.19 -11.37 -5.15 17.15
Nifty 2.48 7.63 -11.48 -6.42 11.87

Fund Features

Types of Scheme Dividend
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 31 May 2020
Category Share (%)
Equity 95.13
Net CA & Others 0.16
Reverse Repo 4.71
› More
   As On 31 May 2020
Sector Name Amount
Abrasives And Grinding Wheels 5.44
Auto Ancillaries 4.55
Banks - Private Sector 1.99
Bearings 5.16
Cables - Power 2.21
Castings & Forgings 1.18
Cement - North India 7.70
Cement - South India 3.73
› More
   As On 31 May 2020
Company Name
Navin Fluo.Intl. 7.78
J K Cements 4.25
Grindwell Norton 4.10
Thyrocare Tech. 3.83
Vesuvius India 3.79
India Cements 3.73
Timken India 3.70
Heidelberg Cem. 3.45
› 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: dhirent@sundarammutual.com

Website: www.sundarammutual.com