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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)

30.97

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

Nav Date

:  26-Aug-2025

NAV [Rs.]

:  28.3931

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
-1.35
4.61
17.43
0.33
19.36
30.59
13.83
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 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
Natco Pharma5,139

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
EquityAster DM Health.Healthcare Services5.60287011.73
EquityAffle 3iIt - Services5.5587931.72
EquitySafari Inds.Consumer Durables4.5166581.39
EquitySapphire FoodsLeisure Services4.39430351.36
EquityCSB BankBanks4.21310401.30
EquityKSBIndustrial Products4.15153431.28
EquityGreenpanel Inds.Consumer Durables3.74395121.16
EquityAngel OneCapital Markets3.7244351.15
EquityMulti Comm. Exc.Capital Markets3.5714411.10
EquityUjjivan SmallBanks3.442412961.06
EquityP & G Health LtdPharmaceuticals & Biotechnology2.9915730.92
EquityKEI IndustriesIndustrial Products2.9023370.89
EquityEquitas Sma. FinBanks2.701416180.83
EquityJ K CementsCement & Cement Products2.6912550.83
EquityCan Fin HomesFinance2.59106720.80
EquitySISOther Consumer Services2.43195170.75
EquityKalpataru Proj.Construction2.2460490.69
EquityTVS HoldingsFinance2.236010.69
EquityEsab IndiaIndustrial Products2.1012220.65
EquityChola FinancialFinance2.0032870.62
EquityBirlasoft LtdIt - Software1.95154290.60
EquityWestlife FoodLeisure Services1.9080900.58
EquityPVR InoxEntertainment1.8958570.58
EquityRHI MagnesitaIndustrial Products1.88116270.58
EquityRategain TravelIt - Software1.86131800.57
EquityBrigade Enterpr.Realty1.8155870.56
EquityLaurus LabsPharmaceuticals & Biotechnology1.7762800.54
EquityNavin Fluo.Intl.Chemicals & Petrochemicals1.7210600.53
EquityPNB HousingFinance1.6652340.51
EquityNatco PharmaPharmaceuticals & Biotechnology1.5851390.48
EquityGanesha Ecosphe.Textiles & Apparels1.5532460.48
EquityGrindwell NortonIndustrial Products1.5030260.46
EquityShivalik BimetalIndustrial Products1.4484180.44
EquityR Systems Intl.It - Services1.41104710.43
EquityTata SteelFerrous Metals0.99195130.30
EquityButterfly Gan ApConsumer Durables0.7432120.22
EquityCentury PlyboardConsumer Durables0.7030000.21
EquityM M ForgingsAuto Components0.4742420.14
Cash & Cash Equivalent
Reverse RepoTREPS-/-5.2201.61
Net CA & OthersNet CA & Others-/-0.0200.00

Invest wise with Expert advice

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MY WEALTH AT RETIREMENT

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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
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