Sundaram LT MC Tax Advantage Fund Sr V Dir G
Summary Info
Fund Name
: Sundaram Mutual Fund
Scheme Name
: Sundaram LT MC Tax Advantage Fund Sr V Dir G
AMC
: Sundaram Mutual Fund
Type
: Open
Category
: Equity - Tax Planning
Launch Date
: 29-Mar-2017
Fund Manager
: Rohit Seksaria
Net Assets (Rs. cr)
: 30.56
Sundaram LT MC Tax Advantage Fund Sr V Dir G - Nav Details
Nav Date
: 22-May-2026
NAV [Rs.]
: 30.3963
Buy/Resale Price [Rs.]
: 0
Sell/Repurchase Price [Rs.]
: 0
Entry Load %
: Nil
Exit Load %
: Nil
Sundaram LT MC Tax Advantage Fund Sr V Dir G- NAV Chart
Sundaram LT MC Tax Advantage Fund Sr V Dir G- Performance(%)
Returns above 1 yr. are annualized
1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | Since INC | |
|---|---|---|---|---|---|---|---|---|
| Scheme Returns | 0.6 | 2.72 | 8.01 | 4.32 | 10.81 | 18.51 | 19.88 | 13.27 |
| Category Avg | - | -1.62 | -1.78 | -4.04 | 0.97 | 15.18 | 14.29 | 14.11 |
| Category Best | 1.1 | 2.87 | 8.67 | 4.8 | 13.01 | 24.47 | 21.39 | 22.27 |
| Category Worst | -2.5 | -4.64 | -8.49 | -9.84 | -7.68 | 5.94 | 7.8 | 6.32 |
Sundaram LT MC Tax Advantage Fund Sr V Dir G- Latest Dividends
No Records Found
Sundaram LT MC Tax Advantage Fund Sr V Dir G- Investment Details
Min. Investment(Rs.)
: 500
Increm.Investment(Rs.)
: 0
In & Out
In
InName Of The CompanyNo Of Shares
Elecon Engg.Co7,695
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 | 6.58 | 28701 | 2.01 |
| Equity | MTAR Technologie | Electrical Equipment | 6.01 | 2845 | 1.83 |
| Equity | KSB | Industrial Products | 4.91 | 15343 | 1.50 |
| Equity | Affle 3i | It - Services | 4.09 | 8793 | 1.25 |
| Equity | Ujjivan Small | Banks | 3.99 | 214459 | 1.21 |
| Equity | CSB Bank | Banks | 3.87 | 31040 | 1.18 |
| Equity | Angel One | Capital Markets | 3.35 | 33265 | 1.02 |
| Equity | Equitas Sma. Fin | Banks | 3.09 | 141618 | 0.94 |
| Equity | Safari Inds. | Consumer Durables | 3.07 | 6658 | 0.94 |
| Equity | Can Fin Homes | Finance | 3.02 | 10672 | 0.92 |
| Equity | Greenpanel Inds. | Consumer Durables | 2.95 | 39512 | 0.90 |
| Equity | Sapphire Foods | Leisure Services | 2.89 | 43035 | 0.88 |
| Equity | TVS Holdings | Finance | 2.80 | 601 | 0.85 |
| Equity | P & G Health Ltd | Pharmaceuticals & Biotechnology | 2.68 | 1573 | 0.82 |
| Equity | Rategain Travel | It - Software | 2.59 | 13180 | 0.79 |
| Equity | Esab India | Industrial Products | 2.50 | 1222 | 0.76 |
| Equity | Kalpataru Proj. | Construction | 2.47 | 6049 | 0.75 |
| Equity | SIS | Other Consumer Services | 2.26 | 19517 | 0.69 |
| Equity | Eternal | Retailing | 2.17 | 26891 | 0.66 |
| Equity | J K Cements | Cement & Cement Products | 2.17 | 1255 | 0.66 |
| Equity | PVR Inox | Entertainment | 2.04 | 5857 | 0.62 |
| Equity | Birlasoft Ltd | It - Software | 1.86 | 15429 | 0.57 |
| Equity | Natco Pharma | Pharmaceuticals & Biotechnology | 1.84 | 5139 | 0.56 |
| Equity | PNB Housing | Finance | 1.79 | 5234 | 0.54 |
| Equity | Chola Financial | Finance | 1.67 | 3287 | 0.51 |
| Equity | Shivalik Bimetal | Industrial Products | 1.64 | 8418 | 0.50 |
| Equity | Grindwell Norton | Industrial Products | 1.56 | 3026 | 0.47 |
| Equity | RHI Magnesita | Industrial Products | 1.53 | 11627 | 0.46 |
| Equity | Neogen Chemicals | Chemicals & Petrochemicals | 1.49 | 2792 | 0.45 |
| Equity | Brigade Enterpr. | Realty | 1.44 | 5587 | 0.44 |
| Equity | Landmark Cars | Automobiles | 1.34 | 10247 | 0.41 |
| Equity | Elecon Engg.Co | Electrical Equipment | 1.27 | 7695 | 0.38 |
| Equity | Amber Enterp. | Consumer Durables | 1.26 | 482 | 0.38 |
| Equity | Westlife Food | Leisure Services | 1.25 | 8090 | 0.38 |
| Equity | Venus Pipes | Industrial Products | 1.17 | 2609 | 0.35 |
| Equity | AAVAS Financiers | Finance | 1.03 | 2290 | 0.31 |
| Equity | Ganesha Ecosphe. | Textiles & Apparels | 0.95 | 2774 | 0.29 |
| Equity | R Systems Intl. | It - Services | 0.90 | 10471 | 0.27 |
| Equity | EID Parry | Food Products | 0.82 | 2982 | 0.25 |
| Equity | Century Plyboard | Consumer Durables | 0.78 | 3000 | 0.23 |
| Equity | Butterfly Gan Ap | Consumer Durables | 0.62 | 3212 | 0.19 |
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.):
74,954.10
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:
