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Sundaram LT MC Tax Advantage Fund Sr IV G

Sundaram LT MC Tax Advantage Fund Sr IV G

Fund Name

Sundaram Mutual Fund

Scheme Name

Sundaram LT MC Tax Advantage Fund Sr IV G

AMC

Sundaram Mutual Fund

Type

:  Open

Category

Equity - Tax Planning

Launch Date

27-Sep-2016

Fund Manager

Rohit Seksaria

Net Assets (Rs. cr)

35.1

Invest wise with Expert advice

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

Nav Date

:  08-Oct-2025

NAV [Rs.]

:  29.0444

Buy/Resale Price [Rs.]

0

Sell/Repurchase Price [Rs.]

0

Entry Load %

Nil

Exit Load %

Nil

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

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

Returns above 1 yr. are annualized

1W
1M
3M
6M
1Y
3Y
5Y
Since INC
Scheme Returns
1.38
1.54
-1.81
21.49
-2.67
18.36
30.94
13.27
Category Avg
1.91
1.38
-0.93
16.73
0.66
17.6
22.24
15.48
Category Best
3.32
4.09
3.29
27.53
16.51
27.11
31.83
23.13
Category Worst
1.1
-1.1
-5.3
7.16
-10.02
10.5
13.17
9.36

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

No Records Found

Sundaram LT MC Tax Advantage Fund Sr IV 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
EquitySafari Inds.Consumer Durables5.9998242.10
EquityAster DM Health.Healthcare Services5.80339002.03
EquityAffle 3iIt - Services4.9190431.72
EquitySapphire FoodsLeisure Services4.52485851.58
EquityAngel OneCapital Markets3.9763061.39
EquityKSBIndustrial Products3.80161741.33
EquityCSB BankBanks3.76364371.32
EquityMulti Comm. Exc.Capital Markets3.6617391.28
EquityGreenpanel Inds.Consumer Durables3.62470041.27
EquityUjjivan SmallBanks3.522900981.23
EquityNavin Fluo.Intl.Chemicals & Petrochemicals3.2324261.13
EquityKEI IndustriesIndustrial Products3.2129641.12
EquityP & G Health LtdPharmaceuticals & Biotechnology3.0917081.08
EquityJ K CementsCement & Cement Products3.0915621.08
EquityEquitas Sma. FinBanks2.671870380.94
EquityKalpataru Proj.Construction2.5471510.89
EquityTVS HoldingsFinance2.346920.82
EquitySISOther Consumer Services2.33227460.81
EquityRategain TravelIt - Software2.27155810.79
EquityCan Fin HomesFinance2.17106380.76
EquityEsab IndiaIndustrial Products2.1114460.74
EquityGrindwell NortonIndustrial Products1.9844650.69
EquityChola FinancialFinance1.9740210.69
EquityPVR InoxEntertainment1.9160110.67
EquityBirlasoft LtdIt - Software1.91182420.67
EquityWestlife FoodLeisure Services1.8791650.65
EquityRHI MagnesitaIndustrial Products1.83136230.64
EquityBrigade Enterpr.Realty1.8068750.63
EquityR Systems Intl.It - Services1.61122450.56
EquityNatco PharmaPharmaceuticals & Biotechnology1.5061090.52
EquityGanesha Ecosphe.Textiles & Apparels1.4738820.51
EquityShivalik BimetalIndustrial Products1.3597690.47
EquityTata SteelFerrous Metals1.12256590.39
EquityButterfly Gan ApConsumer Durables0.7938320.27
EquityCentury PlyboardConsumer Durables0.7334470.25
EquityM M ForgingsAuto Components0.3843140.13

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.):
74,005.23
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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