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

Fund Class : Equity - Tax Planning
Fund House : Sundaram Mutual Fund
Aum(Rs Cr) : 29.38
NAV 16 Nov 2018 9.67 0.03
(0.31%)

NAV High-Low (in Rs)

ONE Mth 27.77
27.77
52-WEEk 27.77
29.70

Trailing Returns

% 1-week 1-Mth 6-Mths 1-Yr 3-Yrs
Schemes 0.34 0.48 - - -
Sensex 2.24 3.72 2.13 7.5 37.73
Nifty 2.14 3.91 1.04 4.82 36.52

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 31 Oct 2018
Category Share (%)
CBLO 56.13
Equity 43.25
Net CA & Others 0.61
› More
   As On 31 Oct 2018
Sector Name Amount
Abrasives And Grinding Wheels 2.19
Auto Ancillaries 2.77
Bearings 3.68
Cables - Power 0.88
Castings & Forgings 3.01
Cement - North India 4.57
Chemicals 2.13
Domestic Appliances 2.14
› More
   As On 31 Oct 2018
Company Name
TCNS Clothing 3.07
M M Forgings 3.01
Thyrocare Tech. 2.78
Ashoka Buildcon 2.58
J K Cements 2.50
Ador Welding 2.37
Sundaram Clayton 2.22
KSB 2.20
› 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