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

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

* returns above 1 yr. are annualized

	1w	1m	3m	6m	1y	3y	5y	Since INC
Scheme Returns	-0.21	7.65	0.10	11.12	45.99	34.37	22.65	14.39
Category Avg	-1.37	4.08	3.69	17.00	39.16	22.16	18.65	16.91
Category Best	1.73	8.62	10.78	33.97	61.87	35.51	33.30	35.20
Category Worst	-0.21	7.65	0.10	11.12	45.99	34.37	22.65	14.39

Fund Holdings

Asset Type	Instrument Name	Industry	Net Assets(%)	No of Shares	Mkt Value(Cr.)
Equity & Equity related Investments
Equity	KSB	Industrial Products	5.57	5,260.00	2.03
Equity	Angel One	Capital Markets	5.27	6,306.00	1.92
Equity	Equitas Sma. Fin	Banks	4.75	1,87,038.00	1.73
Equity	Safari Inds.	Consumer Durables	4.66	9,824.00	1.70
Equity	Multi Comm. Exc.	Capital Markets	4.17	4,532.00	1.52
Equity	KEI Industries	Industrial Products	4.16	4,375.00	1.51
Equity	Brigade Enterpr.	Realty	3.98	15,508.00	1.45
Equity	Greenpanel Inds.	Consumer Durables	3.72	43,069.00	1.36
Equity	Heritage Foods	Food Products	3.32	35,822.00	1.21
Equity	Health.Global	Healthcare Services	3.28	35,324.00	1.19
Equity	Ujjivan Fin.Ser.	Finance	2.81	21,467.00	1.02
Equity	J K Cements	Cement & Cement Products	2.78	2,480.00	1.01
Equity	Sapphire Foods	Leisure Services	2.65	6,161.00	0.97
Equity	Kalpataru Proj.	Construction	2.61	8,885.00	0.95
Equity	Can Fin Homes	Finance	2.58	12,457.00	0.94
Equity	TajGVK Hotels	Leisure Services	2.42	23,002.00	0.88
Equity	Grindwell Norton	Industrial Products	2.33	4,465.00	0.85
Equity	Kennametal India	Industrial Manufacturing	2.08	3,181.00	0.76
Equity	Westlife Food	Leisure Services	2.02	9,165.00	0.74
Equity	Navin Fluo.Intl.	Chemicals & Petrochemicals	2.01	2,356.00	0.73
Equity	PVR Inox	Entertainment	1.98	5,434.00	0.72
Equity	Ashoka Buildcon	Construction	1.91	44,502.00	0.70
Equity	Century Plyboard	Consumer Durables	1.87	10,630.00	0.68
Equity	I D F C	Finance	1.83	60,160.00	0.67
Equity	Home First Finan	Finance	1.76	7,127.00	0.64
Equity	Indoco Remedies	Pharmaceuticals & Biotechnology	1.66	18,366.00	0.60
Equity	TVS Holdings	Auto Components	1.55	692.00	0.57
Equity	Affle India	IT - Services	1.53	5,354.00	0.56
Equity	CCL Products	Agricultural Food & Other Products	1.44	8,921.00	0.52
Equity	Navneet Educat.	Printing & Publication	1.36	35,853.00	0.49
Equity	EID Parry	Fertilizers & Agrochemicals	1.30	8,645.00	0.47
Equity	Rajapalayam Mill	Textiles & Apparels	1.27	5,116.00	0.46
Equity	CSB Bank	Banks	1.24	12,767.00	0.45
Equity	Chola Financial	Finance	1.23	4,021.00	0.45
Equity	Stove Kraft	Consumer Durables	1.19	10,328.00	0.43
Equity	Butterfly Gan Ap	Consumer Durables	1.16	5,528.00	0.42
Equity	Tata Steel	Ferrous Metals	1.10	25,659.00	0.40
Equity	SIS	Commercial Services & Supplies	0.95	8,445.00	0.35
Equity	RHI Magnesita	Industrial Products	0.69	4,549.00	0.25
Equity	Johnson Con. Hit	Consumer Durables	0.66	2,514.00	0.24
Equity	P & G Health Ltd	Pharmaceuticals & Biotechnology	0.62	482.00	0.23
Equity	M M Forgings	Auto Components	0.52	2,157.00	0.19
Equity	Astra Microwave	Aerospace & Defense	0.36	2,225.00	0.13
Equity	Sundaram Clayton	Industrial Products	0.27	692.00	0.10
Equity	Valiant Organics	Chemicals & Petrochemicals	0.18	1,745.00	0.07
Preference Shares	Sundaram Clayton	Industrial Products	0.00	80.00	0.00
Cash & Cash Equivalent
Reverse Repo	TREPS	-/-	4.03	0.00	1.47
Net CA & Others	Net CA & Others	-/-	-0.81	0.00	-0.30

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Risk Disclosure on Derivatives

9 out of 10 individual traders in equity Futures and Options Segment, incurred net losses.
On an average, loss makers registered net trading loss close to Rs. 50,000.
Over and above the net trading losses incurred, loss makers expended an additional 28% of net trading losses as transaction costs.
Those making net trading profits, incurred between 15% to 50% of such profits as transaction cost.

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