Sundaram LT MC Tax Advantage Fund Sr V G
Summary Info
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)
: 30.4
Sundaram LT MC Tax Advantage Fund Sr V G - Nav Details
Nav Date
: 20-Jan-2026
NAV [Rs.]
: 27.0002
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 | -3.54 | -2.66 | -5.8 | -6.97 | 2.04 | 18.27 | 23.43 | 12.31 |
| Category Avg | -2.29 | -3.18 | -3.94 | -2.56 | 3.64 | 16.47 | 16.46 | 14.62 |
| Category Best | -1.14 | -1.53 | 1.69 | 3.65 | 11.73 | 23.07 | 24.64 | 22.86 |
| Category Worst | -3.79 | -6.47 | -9.11 | -11.94 | -10.64 | 6.35 | 9.3 | 6.35 |
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
Neogen Chemicals2,792
Amber Enterp.482
Landmark Cars6,356
Eternal10,569
Out
InName Of The CompanyNo Of Shares
Multi Comm. Exc.641
Laurus Labs1,890
M M Forgings4,242
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 | 5.82 | 28701 | 1.77 |
| Equity | Affle 3i | It - Services | 5.20 | 8793 | 1.58 |
| Equity | Safari Inds. | Consumer Durables | 4.76 | 6658 | 1.44 |
| Equity | CSB Bank | Banks | 4.68 | 31040 | 1.42 |
| Equity | Ujjivan Small | Banks | 4.20 | 241296 | 1.27 |
| Equity | KSB | Industrial Products | 3.80 | 15343 | 1.15 |
| Equity | Sapphire Foods | Leisure Services | 3.63 | 43035 | 1.10 |
| Equity | Angel One | Capital Markets | 3.41 | 4435 | 1.03 |
| Equity | Can Fin Homes | Finance | 3.26 | 10672 | 0.99 |
| Equity | KEI Industries | Industrial Products | 3.11 | 2121 | 0.94 |
| Equity | Rategain Travel | It - Software | 2.99 | 13180 | 0.91 |
| Equity | Greenpanel Inds. | Consumer Durables | 2.97 | 39512 | 0.90 |
| Equity | P & G Health Ltd | Pharmaceuticals & Biotechnology | 2.95 | 1573 | 0.89 |
| Equity | Equitas Sma. Fin | Banks | 2.93 | 141618 | 0.89 |
| Equity | TVS Holdings | Finance | 2.72 | 601 | 0.82 |
| Equity | Esab India | Industrial Products | 2.44 | 1222 | 0.74 |
| Equity | Kalpataru Proj. | Construction | 2.39 | 6049 | 0.72 |
| Equity | J K Cements | Cement & Cement Products | 2.28 | 1255 | 0.69 |
| Equity | MTAR Technologie | Aerospace & Defense | 2.26 | 2845 | 0.68 |
| Equity | Birlasoft Ltd | It - Software | 2.19 | 15429 | 0.66 |
| Equity | SIS | Other Consumer Services | 2.14 | 19517 | 0.65 |
| Equity | Chola Financial | Finance | 1.95 | 3287 | 0.59 |
| Equity | PVR Inox | Entertainment | 1.95 | 5857 | 0.59 |
| Equity | RHI Magnesita | Industrial Products | 1.75 | 11627 | 0.53 |
| Equity | PNB Housing | Finance | 1.63 | 5234 | 0.49 |
| Equity | Brigade Enterpr. | Realty | 1.62 | 5587 | 0.49 |
| Equity | Grindwell Norton | Industrial Products | 1.55 | 3026 | 0.47 |
| Equity | Natco Pharma | Pharmaceuticals & Biotechnology | 1.52 | 5139 | 0.46 |
| Equity | Westlife Food | Leisure Services | 1.49 | 8090 | 0.45 |
| Equity | R Systems Intl. | It - Services | 1.39 | 10471 | 0.42 |
| Equity | Shivalik Bimetal | Industrial Products | 1.18 | 8418 | 0.36 |
| Equity | Tata Steel | Ferrous Metals | 1.15 | 19513 | 0.35 |
| Equity | Neogen Chemicals | Chemicals & Petrochemicals | 1.08 | 2792 | 0.33 |
| Equity | Navin Fluo.Intl. | Chemicals & Petrochemicals | 1.08 | 558 | 0.33 |
| Equity | EID Parry | Food Products | 1.01 | 2982 | 0.30 |
| Equity | Amber Enterp. | Consumer Durables | 1.01 | 482 | 0.30 |
| Equity | Venus Pipes | Industrial Products | 0.99 | 2609 | 0.30 |
| Equity | Landmark Cars | Automobiles | 0.98 | 6356 | 0.30 |
| Equity | Eternal | Retailing | 0.96 | 10569 | 0.29 |
| Equity | Century Plyboard | Consumer Durables | 0.81 | 3000 | 0.24 |
| Equity | Ganesha Ecosphe. | Textiles & Apparels | 0.77 | 2774 | 0.23 |
| Equity | Butterfly Gan Ap | Consumer Durables | 0.68 | 3212 | 0.20 |
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.):
76,570.40
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:
