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Sundaram LT Tax Advantage Fund Sr II G

Sundaram LT Tax Advantage Fund Sr II G

Fund Name

Sundaram Mutual Fund

Scheme Name

Sundaram LT Tax Advantage Fund Sr II G

AMC

Sundaram Mutual Fund

Type

:  Open

Category

Equity - Tax Planning

Launch Date

03-Nov-2015

Fund Manager

Rohit Seksaria

Net Assets (Rs. cr)

12.63

Invest wise with Expert advice

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Sundaram LT Tax Advantage Fund Sr II G - Nav Details

Nav Date

:  08-Oct-2025

NAV [Rs.]

:  35.8952

Buy/Resale Price [Rs.]

0

Sell/Repurchase Price [Rs.]

0

Entry Load %

Nil

Exit Load %

Nil

Sundaram LT Tax Advantage Fund Sr II G- NAV Chart

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

Returns above 1 yr. are annualized

1W
1M
3M
6M
1Y
3Y
5Y
Since INC
Scheme Returns
1.39
2.08
-2.09
13.67
2.82
14.19
19.06
14.32
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 Tax Advantage Fund Sr II G- Latest Dividends

No Records Found

Sundaram LT Tax Advantage Fund Sr II 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
--

Fund Holdings

Asset Type
Instrument Name
Industry
Net Assets(%)
No of Shares
Mkt Value(Cr.)
Equity & Equity related Investments
EquityICICI BankBanks9.6687341.22
EquityHDFC BankBanks9.49126101.19
EquityReliance IndustrPetroleum Products7.4969780.94
EquitySBIBanks7.45117300.94
EquityBharti AirtelTelecom - Services6.4142940.81
EquityInfosysIt - Software6.3154300.79
EquityLarsen & ToubroConstruction5.0517720.63
EquityUltraTech Cem.Cement & Cement Products4.244240.53
EquityAxis BankBanks2.9936210.37
EquityCoromandel InterFertilizers & Agrochemicals2.9916370.37
EquityH P C LPetroleum Products2.7191240.34
EquityJindal SteelFerrous Metals2.6735800.33
EquityTitan CompanyConsumer Durables2.589010.32
EquityTata MotorsAutomobiles2.5848830.32
EquityITCDiversified Fmcg2.3672860.29
EquityB P C LPetroleum Products1.8274960.23
EquitySchaeffler IndiaAuto Components1.795870.22
EquityHCL TechnologiesIt - Software1.7915550.22
EquityBank of BarodaBanks1.7494950.22
EquitySBI Life InsuranInsurance1.6711690.21
EquityHindalco Inds.Non - Ferrous Metals1.5628100.19
EquityTCSIt - Software1.506170.19
EquityNavin Fluo.Intl.Chemicals & Petrochemicals1.473970.18
EquityCiplaPharmaceuticals & Biotechnology1.4311400.18
EquityTata ConsumerAgricultural Food & Other Products1.3516120.17
EquityBirla Corpn.Cement & Cement Products1.1711900.14
EquityKotak Mah. BankBanks1.137310.14
EquityHind. UnileverDiversified Fmcg1.085170.13
EquityContainer Corpn.Transport Services0.7818710.09
EquityWiproIt - Software0.6131160.07
EquityIndusInd BankBanks0.579890.07

Invest wise with Expert advice

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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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