Sundaram LT MC Tax Advantage Fund Sr IV Dir G
Summary Info
Fund Name
: Sundaram Mutual Fund
Scheme Name
: Sundaram LT MC Tax Advantage Fund Sr IV Dir G
AMC
: Sundaram Mutual Fund
Type
: Open
Category
: Equity - Tax Planning
Launch Date
: 27-Sep-2016
Fund Manager
: Rohit Seksaria
Net Assets (Rs. cr)
: 36.37
Sundaram LT MC Tax Advantage Fund Sr IV Dir G - Nav Details
Nav Date
: 26-Aug-2025
NAV [Rs.]
: 29.0617
Buy/Resale Price [Rs.]
: 0
Sell/Repurchase Price [Rs.]
: 0
Entry Load %
: Nil
Exit Load %
: Nil
Sundaram LT MC Tax Advantage Fund Sr IV Dir G- NAV Chart
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 | 0.5 | -1.2 | 4.38 | 17.26 | -0.49 | 19.65 | 30.59 | 13.65 |
| Category Avg | 0.59 | 0.16 | 2.61 | 13.98 | -0.6 | 17.83 | 22.17 | 15.68 |
| Category Best | 2.45 | 2.79 | 6.48 | 23.68 | 15.21 | 26.22 | 31.45 | 23.74 |
| Category Worst | -1.14 | -3.23 | -2.11 | 7.71 | -11.93 | 10.72 | 13.12 | 9.55 |
Sundaram LT MC Tax Advantage Fund Sr IV Dir G- Latest Dividends
No Records Found
Sundaram LT MC Tax Advantage Fund Sr IV Dir G- Investment Details
Min. Investment(Rs.)
: 500
Increm.Investment(Rs.)
: 0
In & Out
In
InName Of The CompanyNo Of Shares
Natco Pharma6,109
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 | |||||
| Equity | Safari Inds. | Consumer Durables | 5.66 | 9824 | 2.06 |
| Equity | Aster DM Health. | Healthcare Services | 5.63 | 33900 | 2.05 |
| Equity | Affle 3i | It - Services | 4.86 | 9043 | 1.77 |
| Equity | Angel One | Capital Markets | 4.50 | 6306 | 1.64 |
| Equity | Sapphire Foods | Leisure Services | 4.22 | 48585 | 1.53 |
| Equity | CSB Bank | Banks | 4.20 | 36437 | 1.53 |
| Equity | Greenpanel Inds. | Consumer Durables | 3.79 | 47004 | 1.38 |
| Equity | KSB | Industrial Products | 3.72 | 16174 | 1.35 |
| Equity | Multi Comm. Exc. | Capital Markets | 3.67 | 1739 | 1.33 |
| Equity | Ujjivan Small | Banks | 3.53 | 290098 | 1.28 |
| Equity | J K Cements | Cement & Cement Products | 3.48 | 1906 | 1.26 |
| Equity | Navin Fluo.Intl. | Chemicals & Petrochemicals | 3.36 | 2426 | 1.22 |
| Equity | KEI Industries | Industrial Products | 3.13 | 2964 | 1.13 |
| Equity | Equitas Sma. Fin | Banks | 3.04 | 187038 | 1.10 |
| Equity | P & G Health Ltd | Pharmaceuticals & Biotechnology | 2.76 | 1708 | 1.00 |
| Equity | SIS | Other Consumer Services | 2.41 | 22746 | 0.87 |
| Equity | Kalpataru Proj. | Construction | 2.25 | 7151 | 0.82 |
| Equity | Can Fin Homes | Finance | 2.19 | 10638 | 0.79 |
| Equity | TVS Holdings | Finance | 2.19 | 692 | 0.79 |
| Equity | Esab India | Industrial Products | 2.11 | 1446 | 0.77 |
| Equity | Chola Financial | Finance | 2.08 | 4021 | 0.75 |
| Equity | Birlasoft Ltd | It - Software | 1.96 | 18242 | 0.71 |
| Equity | Brigade Enterpr. | Realty | 1.90 | 6875 | 0.69 |
| Equity | Grindwell Norton | Industrial Products | 1.89 | 4465 | 0.68 |
| Equity | Rategain Travel | It - Software | 1.87 | 15581 | 0.68 |
| Equity | RHI Magnesita | Industrial Products | 1.87 | 13623 | 0.68 |
| Equity | Westlife Food | Leisure Services | 1.83 | 9165 | 0.66 |
| Equity | PVR Inox | Entertainment | 1.65 | 6011 | 0.60 |
| Equity | Natco Pharma | Pharmaceuticals & Biotechnology | 1.60 | 6109 | 0.58 |
| Equity | Ganesha Ecosphe. | Textiles & Apparels | 1.58 | 3882 | 0.57 |
| Equity | Shivalik Bimetal | Industrial Products | 1.42 | 9769 | 0.51 |
| Equity | R Systems Intl. | It - Services | 1.40 | 12245 | 0.51 |
| Equity | Tata Steel | Ferrous Metals | 1.11 | 25659 | 0.40 |
| Equity | Butterfly Gan Ap | Consumer Durables | 0.75 | 3832 | 0.27 |
| Equity | Century Plyboard | Consumer Durables | 0.69 | 3447 | 0.25 |
| Equity | M M Forgings | Auto Components | 0.40 | 4314 | 0.14 |
| Cash & Cash Equivalent | |||||
| Reverse Repo | TREPS | -/- | 5.05 | 0 | 1.83 |
| Net CA & Others | Net CA & Others | -/- | 0.01 | 0 | 0.00 |
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.):
69,421.44
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
Website:
