Sundaram LT Tax Advantage Fund Sr I G
Summary Info
Fund Name
: Sundaram Mutual Fund
Scheme Name
: Sundaram LT Tax Advantage Fund Sr I G
AMC
: Sundaram Mutual Fund
Type
: Open
Category
: Equity - Tax Planning
Launch Date
: 18-Dec-2014
Fund Manager
: Rohit Seksaria
Net Assets (Rs. cr)
: 19.18
Sundaram LT Tax Advantage Fund Sr I G - Nav Details
Nav Date
: 26-Mar-2025
NAV [Rs.]
: 30.9664
Buy/Resale Price [Rs.]
: 0
Sell/Repurchase Price [Rs.]
: 0
Entry Load %
: Nil
Exit Load %
: Nil
Sundaram LT Tax Advantage Fund Sr I G- NAV Chart
Sundaram LT Tax Advantage Fund Sr I G- Performance(%)
Returns above 1 yr. are annualized
1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | Since INC | |
|---|---|---|---|---|---|---|---|---|
| Scheme Returns | 0.09 | 0.37 | -1.31 | -8.21 | 8.03 | 13.62 | 25.59 | 11.69 |
| Category Avg | 2.21 | 3.1 | 2.61 | -4.05 | 7.9 | 16.66 | 26.66 | 15.56 |
| Category Best | 4.13 | 7.83 | 7.57 | 5.48 | 32.72 | 24.82 | 37.39 | 24.01 |
| Category Worst | 1.1 | 0.74 | -3.42 | -12.8 | -6.41 | 10.96 | 16.45 | 8.56 |
Sundaram LT Tax Advantage Fund Sr I G- Latest Dividends
No Records Found
Sundaram LT Tax Advantage Fund Sr I G- Investment Details
Min. Investment(Rs.)
: 500
Increm.Investment(Rs.)
: 500
In & Out
In
InName Of The CompanyNo Of Shares
--
Out
InName Of The CompanyNo Of Shares
ICICI Bank14,523
HDFC Bank10,200
Reliance Industr11,220
Infosys7,290
St Bk of India14,847
Bharti Airtel6,757
UltraTech Cem.651
Larsen & Toubro1,893
Axis Bank6,081
Coromandel Inter2,966
Tata Motors6,930
Jindal Steel6,000
SBI Life Insuran3,200
Sun Pharma.Inds.2,650
ITC10,141
HCL Technologies2,560
TCS937
Bank of Baroda17,989
Schaeffler India963
Navin Fluo.Intl.750
B P C L11,824
Titan Company876
Cipla1,814
Birla Corpn.1,871
Hind. Unilever788
Tata Consumer1,824
Hindalco Inds.2,289
IndusInd Bank1,250
Container Corpn.1,237
Fund Holdings
Asset Type | Instrument Name | Industry | Net Assets(%) | No of Shares | Mkt Value(Cr.) |
|---|---|---|---|---|---|
| Cash & Cash Equivalent | |||||
| Reverse Repo | TREPS | -/- | 99.72 | 0 | 19.13 |
| Net CA & Others | Net CA & Others | -/- | 0.27 | 0 | 0.05 |
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
Website:
