Fund Name | : | Sundaram Mutual Fund |
Scheme Name | : | Sundaram LT MC Tax Advantage Fund-Sr.IV (G) |
AMC | : | Sundaram Mutual Fund |
Type | : | C |
Category | : | Equity - Tax Planning |
Launch Date | : | 27-Sep-2016 |
Fund Manager | : | Rohit Seksaria |
Net Assets (Rs. cr) | : | 36.42 |
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NAV Date | : | 16-Apr-2024 |
NAV [Rs.] | : | 25.34 |
Buy/Resale Price [Rs.] | : | 0 |
Sell/Repurchase Price [Rs.] | : | 0 |
Entry Load % | : | Nil |
Exit Load % | : | Nil |
1w | 1m | 3m | 6m | 1y | 3y | 5y | Since INC | |
---|---|---|---|---|---|---|---|---|
Scheme Returns | -0.21 | 7.64 | 0.07 | 11.05 | 45.82 | 34.23 | 22.51 | 14.05 |
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 | 7.64 | 0.07 | 11.05 | 45.82 | 34.23 | 22.51 | 14.05 |
Dividends | Bonus |
---|
No Record Found
Min. Investment(Rs.) | : | 500 |
Increm.Investment(Rs.) | : | 0 |
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In | |
Name of the Company | No of shares |
No Record Found
Out | |
Name of the Company | No of shares |
No Record Found
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 |
Fund House | : Sundaram Asset Management Company Ltd |
Incorporation Date | : 26-Feb-1996 |
Total Assets Managed (Cr.) | : 56,666.82 |
Trustee/s | : Sundaram Trustee Company |
Chairman | : N/A |
CEO / MD | : Anand Radhakrishnan |
CIO | : N/A |
President | : N/A |
Director/s | : Mr.R.Raguttama Rao |
Compliance Officer/s | : P Sundararajan |
Investor Service Officer/s | : P.Rahul Mayor |
Fund Manager/s | : Rohit Seksaria |
Auditors | : M/s Brahmayya & Co,CA |
Registered Office | : Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai 600 014 |
Contact Nos | : 044-2858 3362/3367 |
Fax | : 044-2858 3156 |
: dhirent@sundarammutual.com | |
Website | : www.sundarammutual.com |
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www.indiainfoline.com is part of the IIFL Group, a leading financial services player and a diversified NBFC. The site provides comprehensive and real time information on Indian corporates, sectors, financial markets and economy. On the site we feature industry and political leaders, entrepreneurs, and trend setters. The research, personal finance and market tutorial sections are widely followed by students, academia, corporates and investors among others.
Copyright © IIFL Securities Ltd. All rights Reserved.
Stock Broker SEBI Regn. No: INZ000164132, PMS SEBI Regn. No: INP000002213, IA SEBI Regn. No: INA000000623, SEBI RA Regn. No: INH000000248
This certificate demonstrates that IIFL as an organization has defined and put in place best-practice information security processes.