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Sundaram LT MC Tax Advantage Fund Sr V G

Sundaram LT MC Tax Advantage Fund Sr V G

Fund Name

Sundaram Mutual Fund

Scheme Name

Sundaram LT MC Tax Advantage Fund Sr V G

AMC

Sundaram Mutual Fund

Type

:  Open

Category

Equity - Tax Planning

Launch Date

29-Mar-2017

Fund Manager

Rohit Seksaria

Net Assets (Rs. cr)

30.05

Invest wise with Expert advice

By continuing, I accept the T&C and agree to receive communication on Whatsapp

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

Nav Date

:  08-Oct-2025

NAV [Rs.]

:  28.2118

Buy/Resale Price [Rs.]

0

Sell/Repurchase Price [Rs.]

0

Entry Load %

Nil

Exit Load %

Nil

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

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

Returns above 1 yr. are annualized

1W
1M
3M
6M
1Y
3Y
5Y
Since INC
Scheme Returns
2.33
1.54
-2.12
23.87
0.14
18.02
30.69
13.34
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 V G- Latest Dividends

No Records Found

Sundaram LT MC Tax Advantage Fund Sr V 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
EquityAster DM Health.Healthcare Services5.74287011.72
EquityAffle 3iIt - Services5.5887931.67
EquitySafari Inds.Consumer Durables4.7466581.42
EquitySapphire FoodsLeisure Services4.68430351.40
EquityKSBIndustrial Products4.21153431.26
EquityCSB BankBanks3.74310401.12
EquityGreenpanel Inds.Consumer Durables3.55395121.06
EquityMulti Comm. Exc.Capital Markets3.5414411.06
EquityUjjivan SmallBanks3.422412961.02
EquityP & G Health LtdPharmaceuticals & Biotechnology3.3315731.00
EquityAngel OneCapital Markets3.2644350.98
EquityKEI IndustriesIndustrial Products2.9623370.89
EquityJ K CementsCement & Cement Products2.9012550.87
EquityCan Fin HomesFinance2.54106720.76
EquityKalpataru Proj.Construction2.5160490.75
EquityTVS HoldingsFinance2.376010.71
EquityEquitas Sma. FinBanks2.361416180.71
EquitySISOther Consumer Services2.33195170.70
EquityRategain TravelIt - Software2.24131800.67
EquityPVR InoxEntertainment2.1858570.65
EquityEsab IndiaIndustrial Products2.0912220.62
EquityWestlife FoodLeisure Services1.9380900.58
EquityBirlasoft LtdIt - Software1.88154290.56
EquityChola FinancialFinance1.8832870.56
EquityRHI MagnesitaIndustrial Products1.83116270.55
EquityLaurus LabsPharmaceuticals & Biotechnology1.7962800.53
EquityBrigade Enterpr.Realty1.7155870.51
EquityNavin Fluo.Intl.Chemicals & Petrochemicals1.6510600.49
EquityR Systems Intl.It - Services1.60104710.48
EquityGrindwell NortonIndustrial Products1.5730260.47
EquityNatco PharmaPharmaceuticals & Biotechnology1.4751390.44
EquityGanesha Ecosphe.Textiles & Apparels1.4332460.43
EquityShivalik BimetalIndustrial Products1.3684180.41
EquityPNB HousingFinance1.3152340.39
EquityTata SteelFerrous Metals1.00195130.30
EquityButterfly Gan ApConsumer Durables0.7732120.23
EquityCentury PlyboardConsumer Durables0.7430000.22
EquityM M ForgingsAuto Components0.4442420.13

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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