Sundaram LT MC Tax Advantage Fund Sr IV G
Summary Info
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)
: 35.88
Sundaram LT MC Tax Advantage Fund Sr IV G - Nav Details
Nav Date
: 26-May-2026
NAV [Rs.]
: 30.6298
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 | 3.76 | 4.88 | 9.37 | 4.22 | 10.66 | 17.74 | 20.08 | 12.92 |
| Category Avg | 2.23 | 1.61 | -0.44 | -2.41 | 2.12 | 15.43 | 14.46 | 14.27 |
| Category Best | 3.77 | 4.89 | 10.39 | 5.59 | 13.85 | 24.36 | 21.3 | 22.33 |
| Category Worst | 0.59 | -0.83 | -6.97 | -8.28 | -6.83 | 5.8 | 8.01 | 6.45 |
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
Elecon Engg.Co9,041
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 | Aster DM Health. | Healthcare Services | 6.62 | 33900 | 2.37 |
| Equity | MTAR Technologie | Electrical Equipment | 6.01 | 3340 | 2.15 |
| Equity | Angel One | Capital Markets | 5.23 | 60883 | 1.87 |
| Equity | KSB | Industrial Products | 4.41 | 16174 | 1.58 |
| Equity | Ujjivan Small | Banks | 4.10 | 258815 | 1.47 |
| Equity | CSB Bank | Banks | 3.87 | 36437 | 1.39 |
| Equity | Safari Inds. | Consumer Durables | 3.86 | 9824 | 1.38 |
| Equity | Affle 3i | It - Services | 3.58 | 9043 | 1.28 |
| Equity | Equitas Sma. Fin | Banks | 3.48 | 187038 | 1.25 |
| Equity | Greenpanel Inds. | Consumer Durables | 2.99 | 47004 | 1.07 |
| Equity | Sapphire Foods | Leisure Services | 2.78 | 48585 | 0.99 |
| Equity | TVS Holdings | Finance | 2.74 | 692 | 0.98 |
| Equity | Rategain Travel | It - Software | 2.61 | 15581 | 0.93 |
| Equity | Can Fin Homes | Finance | 2.56 | 10638 | 0.92 |
| Equity | Esab India | Industrial Products | 2.52 | 1446 | 0.90 |
| Equity | Kalpataru Proj. | Construction | 2.49 | 7151 | 0.89 |
| Equity | P & G Health Ltd | Pharmaceuticals & Biotechnology | 2.48 | 1708 | 0.89 |
| Equity | J K Cements | Cement & Cement Products | 2.30 | 1562 | 0.82 |
| Equity | SIS | Other Consumer Services | 2.25 | 22746 | 0.80 |
| Equity | Eternal | Retailing | 2.15 | 31297 | 0.77 |
| Equity | Grindwell Norton | Industrial Products | 1.96 | 4465 | 0.70 |
| Equity | Birlasoft Ltd | It - Software | 1.87 | 18242 | 0.67 |
| Equity | Natco Pharma | Pharmaceuticals & Biotechnology | 1.86 | 6109 | 0.66 |
| Equity | PVR Inox | Entertainment | 1.79 | 6011 | 0.64 |
| Equity | Chola Financial | Finance | 1.74 | 4021 | 0.62 |
| Equity | Shivalik Bimetal | Industrial Products | 1.62 | 9769 | 0.58 |
| Equity | RHI Magnesita | Industrial Products | 1.53 | 13623 | 0.55 |
| Equity | Brigade Enterpr. | Realty | 1.51 | 6875 | 0.54 |
| Equity | Neogen Chemicals | Chemicals & Petrochemicals | 1.47 | 3242 | 0.53 |
| Equity | Landmark Cars | Automobiles | 1.33 | 11900 | 0.47 |
| Equity | Elecon Engg.Co | Electrical Equipment | 1.27 | 9041 | 0.45 |
| Equity | Amber Enterp. | Consumer Durables | 1.24 | 558 | 0.44 |
| Equity | Westlife Food | Leisure Services | 1.21 | 9165 | 0.43 |
| Equity | Venus Pipes | Industrial Products | 1.17 | 3066 | 0.42 |
| Equity | AAVAS Financiers | Finance | 1.02 | 2672 | 0.36 |
| Equity | Ganesha Ecosphe. | Textiles & Apparels | 0.97 | 3317 | 0.34 |
| Equity | R Systems Intl. | It - Services | 0.89 | 12245 | 0.32 |
| Equity | EID Parry | Food Products | 0.82 | 3504 | 0.29 |
| Equity | Century Plyboard | Consumer Durables | 0.76 | 3447 | 0.27 |
| Equity | Butterfly Gan Ap | Consumer Durables | 0.63 | 3832 | 0.22 |
MY WEALTH AT RETIREMENT
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Key information
Fund House:
Sundaram Mutual Fund
Incorporation Date:
26-Feb-1996
Total Assets Managed (Cr.):
74,954.10
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:
