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

Fund Class : Equity - Tax Planning
Fund House : Sundaram Mutual Fund
Aum(Rs Cr) : 29.38
NAV 05 Jun 2020 7.43 0.13
(1.78%)

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 7.24 9.53 - - -
Sensex 5.75 9.01 -16.07 -14.46 9.51
Nifty 5.86 10.17 -15.79 -15.63 4.83

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 30 Apr 2020
Category Share (%)
Equity 94.43
Net CA & Others 0.11
Reverse Repo 5.47
› More
   As On 30 Apr 2020
Sector Name Amount
Abrasives And Grinding Wheels 5.22
Auto Ancillaries 4.72
Banks - Private Sector 2.00
Bearings 5.36
Cables - Power 2.24
Castings & Forgings 1.34
Cement - North India 7.20
Cement - South India 3.01
› More
   As On 30 Apr 2020
Company Name
Navin Fluo.Intl. 7.63
J K Cements 3.98
Vesuvius India 3.92
Grindwell Norton 3.91
Timken India 3.83
Thyrocare Tech. 3.64
Orient Electric 3.46
Heidelberg Cem. 3.22
› 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