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Sundaram LT Tax Advantage Fund Sr III G

Sundaram LT Tax Advantage Fund Sr III G

Fund Name

Sundaram Mutual Fund

Scheme Name

Sundaram LT Tax Advantage Fund Sr III G

AMC

Sundaram Mutual Fund

Type

:  Open

Category

Equity - Tax Planning

Launch Date

27-Dec-2017

Fund Manager

Rohit Seksaria

Net Assets (Rs. cr)

34.34

Invest wise with Expert advice

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Sundaram LT Tax Advantage Fund Sr III G - Nav Details

Nav Date

:  26-Aug-2025

NAV [Rs.]

:  27.9311

Buy/Resale Price [Rs.]

0

Sell/Repurchase Price [Rs.]

0

Entry Load %

Exit Load %

Sundaram LT Tax Advantage Fund Sr III G- NAV Chart

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

Returns above 1 yr. are annualized

1W
1M
3M
6M
1Y
3Y
5Y
Since INC
Scheme Returns
0.55
-1.08
5.11
17.67
-0.45
19.56
30.15
15.05
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 Tax Advantage Fund Sr III G- Latest Dividends

No Records Found

Sundaram LT Tax Advantage Fund Sr III G- Investment Details

Min. Investment(Rs.)

500

Increm.Investment(Rs.)

0

In & Out

In

InName Of The CompanyNo Of Shares
Natco Pharma5,676

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 Services5.62319641.93
EquityAffle 3iIt - Services5.4595661.87
EquityKSBIndustrial Products4.52185401.55
EquitySapphire FoodsLeisure Services4.13448501.41
EquityCSB BankBanks4.07333131.39
EquityTVS HoldingsFinance3.8611511.32
EquitySafari Inds.Consumer Durables3.7561441.28
EquityGreenpanel Inds.Consumer Durables3.69431921.26
EquityUjjivan SmallBanks3.462689141.19
EquityKEI IndustriesIndustrial Products3.3730191.16
EquityJ K CementsCement & Cement Products3.3617361.15
EquityMulti Comm. Exc.Capital Markets3.0813751.05
EquityP & G Health LtdPharmaceuticals & Biotechnology3.0017481.03
EquityNavin Fluo.Intl.Chemicals & Petrochemicals2.8019080.96
EquityAngel OneCapital Markets2.7836720.95
EquityJ B Chemicals &Pharmaceuticals & Biotechnology2.7653620.94
EquityEquitas Sma. FinBanks2.571493550.88
EquityLaurus LabsPharmaceuticals & Biotechnology2.4094630.82
EquitySISOther Consumer Services2.22197550.76
EquityCan Fin HomesFinance2.0493190.70
EquityChola FinancialFinance2.0136750.69
EquityPVR InoxEntertainment1.9968610.68
EquityRategain TravelIt - Software1.86146360.64
EquityRHI MagnesitaIndustrial Products1.85127240.63
EquityWestlife FoodLeisure Services1.7281510.59
EquityCreditAcc. Gram.Finance1.6846380.57
EquityPNB HousingFinance1.6658060.57
EquityNatco PharmaPharmaceuticals & Biotechnology1.5756760.54
EquityGanesha Ecosphe.Textiles & Apparels1.5636200.53
EquityR Systems Intl.It - Services1.44118970.49
EquityBirlasoft LtdIt - Software1.29113970.44
EquityBrigade Enterpr.Realty1.2843830.44
EquityTata SteelFerrous Metals1.27278080.43
EquityCentury PlyboardConsumer Durables1.1152390.38
EquityGrindwell NortonIndustrial Products0.9721840.33
EquityPhoenix MillsRealty0.9421780.32
EquityButterfly Gan ApConsumer Durables0.8842460.30
EquityCarborundum Uni.Industrial Products0.6122830.21
EquityM M ForgingsAuto Components0.4242140.14
Cash & Cash Equivalent
Reverse RepoTREPS-/-4.7301.62
Net CA & OthersNet CA & Others-/-0.0000.00

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.):
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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