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Sundaram LT MC Tax Advantage Fund Sr V Dir G

Sundaram LT MC Tax Advantage Fund Sr V Dir G

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)

28.01

Invest wise with Expert advice

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Sundaram LT MC Tax Advantage Fund Sr V Dir G - Nav Details

Nav Date

:  06-Jun-2025

NAV [Rs.]

:  28.6364

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
2.3
10.24
19.67
-3.71
10.71
22.61
35.64
14.06
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 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
--

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 Markets7.0732361.98
EquityAster DM Health.Healthcare Services5.17287011.44
EquityAffle 3iIt - Services4.9787931.39
EquitySapphire FoodsLeisure Services4.86430351.36
EquitySafari Inds.Consumer Durables4.7666581.33
EquityKSBIndustrial Products4.01153431.12
EquityCSB BankBanks3.91310401.09
EquityUjjivan SmallBanks3.672412961.02
EquityAngel OneCapital Markets3.6644351.02
EquityEquitas Sma. FinBanks3.381416180.94
EquityGreenpanel Inds.Consumer Durables3.27395120.91
EquityKEI IndustriesIndustrial Products3.2429630.90
EquityP & G Health LtdPharmaceuticals & Biotechnology2.8515730.79
EquityLaurus LabsPharmaceuticals & Biotechnology2.77128870.77
EquityCan Fin HomesFinance2.72106720.76
EquitySISOther Consumer Services2.63218540.73
EquityNavin Fluo.Intl.Chemicals & Petrochemicals2.4915430.69
EquityJ K CementsCement & Cement Products2.2912550.64
EquityChola FinancialFinance2.1832870.61
EquityBirlasoft LtdIt - Software2.14154290.60
EquityKalpataru Proj.Construction2.0960490.58
EquityBrigade Enterpr.Realty2.0555870.57
EquityRategain TravelIt - Software2.04131800.57
EquityEsab IndiaIndustrial Products2.0312220.57
EquityPVR InoxEntertainment1.9758570.55
EquityTVS HoldingsFinance1.956010.54
EquityWestlife FoodLeisure Services1.9380900.54
EquityRHI MagnesitaIndustrial Products1.83116270.51
EquityGrindwell NortonIndustrial Products1.8230260.51
EquityShivalik BimetalIndustrial Products1.3184180.36
EquityR Systems Intl.It - Services1.17104710.32
EquityButterfly Gan ApConsumer Durables1.0346360.29
EquityTata SteelFerrous Metals0.97195130.27
EquityCentury PlyboardConsumer Durables0.7430000.20
EquityM M ForgingsAuto Components0.5142420.14
Cash & Cash Equivalent
Reverse RepoTREPS-/-4.4001.23
Net CA & OthersNet CA & Others-/--0.0100.00

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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