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Sundaram LT MC Tax Advantage Fund Sr III G

Sundaram LT MC Tax Advantage Fund Sr III G

Fund Name

Sundaram Mutual Fund

Scheme Name

Sundaram LT MC Tax Advantage Fund Sr III G

AMC

Sundaram Mutual Fund

Type

:  Open

Category

Equity - Tax Planning

Launch Date

08-Aug-2016

Fund Manager

Rohit Seksaria

Net Assets (Rs. cr)

70.2

Invest wise with Expert advice

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Sundaram LT MC Tax Advantage Fund Sr III G - Nav Details

Nav Date

:  06-Jun-2025

NAV [Rs.]

:  33.0505

Buy/Resale Price [Rs.]

0

Sell/Repurchase Price [Rs.]

0

Entry Load %

Nil

Exit Load %

Nil

Sundaram LT MC Tax Advantage Fund Sr III G- NAV Chart

Sundaram LT MC Tax Advantage Fund Sr III G- Performance(%)

Returns above 1 yr. are annualized

1W
1M
3M
6M
1Y
3Y
5Y
Since INC
Scheme Returns
2.35
10.71
19.99
-4.21
9.16
22.71
34.54
14.89
Category Avg
0.63
4.5
13.56
-2.74
10.28
20.35
25.54
15.95
Category Best
2.43
11.45
22.69
6.74
35.42
31.17
36.82
24.93
Category Worst
-0.69
1.37
7.71
-9.91
-5.65
12.64
15.59
9.45

Sundaram LT MC Tax Advantage Fund Sr III G- Latest Dividends

No Records Found

Sundaram LT MC Tax Advantage Fund Sr III G- Investment Details

Min. Investment(Rs.)

500

Increm.Investment(Rs.)

0

In & Out

In

InName Of The CompanyNo Of Shares
--

Out

InName Of The CompanyNo Of Shares
--

Fund Holdings

Asset Type
Instrument Name
Industry
Net Assets(%)
No of Shares
Mkt Value(Cr.)
Equity & Equity related Investments
EquityMulti Comm. Exc.Capital Markets7.2082535.05
EquitySafari Inds.Consumer Durables5.66198363.97
EquityAster DM Health.Healthcare Services5.17719733.63
EquityAffle 3iIt - Services4.82213883.38
EquitySapphire FoodsLeisure Services4.791063453.36
EquityAngel OneCapital Markets4.30130733.02
EquityKSBIndustrial Products4.06389922.85
EquityCSB BankBanks3.83761632.69
EquityUjjivan SmallBanks3.676048812.57
EquityKEI IndustriesIndustrial Products3.6684022.57
EquityEquitas Sma. FinBanks3.643825702.56
EquityGreenpanel Inds.Consumer Durables3.20967172.24
EquityNavin Fluo.Intl.Chemicals & Petrochemicals2.6941831.89
EquityJ K CementsCement & Cement Products2.6836831.88
EquityP & G Health LtdPharmaceuticals & Biotechnology2.6436531.85
EquitySISOther Consumer Services2.62545341.84
EquityGrindwell NortonIndustrial Products2.42101161.70
EquityBrigade Enterpr.Realty2.38162881.67
EquityCan Fin HomesFinance2.28224341.60
EquityChola FinancialFinance2.2082891.54
EquityBirlasoft LtdIt - Software2.14386731.50
EquityKalpataru Proj.Construction2.08150911.46
EquityRategain TravelIt - Software2.04330391.43
EquityEsab IndiaIndustrial Products2.0330651.42
EquityTVS HoldingsFinance1.8314121.28
EquityWestlife FoodLeisure Services1.79187941.26
EquityRHI MagnesitaIndustrial Products1.79285191.25
EquityPVR InoxEntertainment1.73129301.21
EquityShivalik BimetalIndustrial Products1.30209680.91
EquityR Systems Intl.It - Services1.17262900.82
EquityTata SteelFerrous Metals1.12566030.79
EquityButterfly Gan ApConsumer Durables0.99111920.70
EquityCentury PlyboardConsumer Durables0.7273340.51
EquityM M ForgingsAuto Components0.4388860.30
Cash & Cash Equivalent
Reverse RepoTREPS-/-4.8103.37
Net CA & OthersNet CA & Others-/--0.060-0.04

Invest wise with Expert advice

By continuing, I accept the T&C and agree to receive communication on Whatsapp

MY WEALTH AT RETIREMENT

Calculate the worth of your wealth at retirement

Key information

Fund House:
Sundaram Mutual Fund
Incorporation Date:
26-Feb-1996
Total Assets Managed (Cr.):
65,593.02
Trustee/s:
R Rajamani, K V Ramanathan, S Viji, Sundaram Trustee Company
Chairman:
NA
CEO / MD:
Anand Radhakrishnan
CIO:
NA
President:
NA
Director/s:
T T Srinivasaraghavan, Sunil Subramaniam
Compliance Officer/s:
P Sundararajan
Investor Service Officer/s:
P.Rahul Mayor
Fund Manager/s:
Rohit Seksaria
Auditors:
M/s Brahmayya & Co, CA, M/s Sundaram & Srinivasan

OTHER INFORMATION

Registered Office:
Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai 600 014
Contact Nos:
044-2858 3362/3367
Fax:
044-2858 3156
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