Sundaram LT Tax Advantage Fund Sr III G
Summary Info
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)
: 35.11
Sundaram LT Tax Advantage Fund Sr III G - Nav Details
Nav Date
: 20-Nov-2025
NAV [Rs.]
: 29.0834
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 | 0.26 | 0.61 | 2.75 | 8.35 | 8.59 | 20.15 | 29.96 | 15 |
| Category Avg | 0.45 | 1.06 | 2.9 | 5.24 | 7.34 | 17.85 | 20.93 | 15.62 |
| Category Best | 1.34 | 4.2 | 5.72 | 9.25 | 15.21 | 26.23 | 30.69 | 23.24 |
| Category Worst | -0.31 | -1.34 | -3.13 | -1.21 | -7.49 | 10.97 | 12.52 | 9.29 |
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
--
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 | |||||
| Equity | Aster DM Health. | Healthcare Services | 6.17 | 31964 | 2.16 |
| Equity | Affle 3i | It - Services | 5.25 | 9566 | 1.84 |
| Equity | TVS Holdings | Finance | 4.97 | 1151 | 1.74 |
| Equity | KSB | Industrial Products | 4.17 | 18540 | 1.46 |
| Equity | Ujjivan Small | Banks | 3.97 | 268914 | 1.39 |
| Equity | CSB Bank | Banks | 3.92 | 33313 | 1.37 |
| Equity | Safari Inds. | Consumer Durables | 3.73 | 6144 | 1.31 |
| Equity | Sapphire Foods | Leisure Services | 3.65 | 44850 | 1.28 |
| Equity | Multi Comm. Exc. | Capital Markets | 3.61 | 1375 | 1.27 |
| Equity | Greenpanel Inds. | Consumer Durables | 3.50 | 43192 | 1.23 |
| Equity | KEI Industries | Industrial Products | 3.46 | 3019 | 1.21 |
| Equity | Navin Fluo.Intl. | Chemicals & Petrochemicals | 3.09 | 1908 | 1.08 |
| Equity | P & G Health Ltd | Pharmaceuticals & Biotechnology | 3.06 | 1748 | 1.07 |
| Equity | Rategain Travel | It - Software | 2.66 | 14636 | 0.93 |
| Equity | Angel One | Capital Markets | 2.60 | 3672 | 0.91 |
| Equity | Laurus Labs | Pharmaceuticals & Biotechnology | 2.57 | 9463 | 0.90 |
| Equity | J B Chemicals & | Pharmaceuticals & Biotechnology | 2.56 | 5362 | 0.90 |
| Equity | Equitas Sma. Fin | Banks | 2.42 | 149355 | 0.85 |
| Equity | J K Cements | Cement & Cement Products | 2.36 | 1334 | 0.82 |
| Equity | PVR Inox | Entertainment | 2.35 | 6861 | 0.82 |
| Equity | Can Fin Homes | Finance | 2.30 | 9319 | 0.80 |
| Equity | Chola Financial | Finance | 2.00 | 3675 | 0.70 |
| Equity | SIS | Other Consumer Services | 1.87 | 19755 | 0.65 |
| Equity | RHI Magnesita | Industrial Products | 1.72 | 12724 | 0.60 |
| Equity | PNB Housing | Finance | 1.53 | 5806 | 0.53 |
| Equity | R Systems Intl. | It - Services | 1.44 | 11897 | 0.50 |
| Equity | Tata Steel | Ferrous Metals | 1.44 | 27808 | 0.50 |
| Equity | Westlife Food | Leisure Services | 1.37 | 8151 | 0.48 |
| Equity | Natco Pharma | Pharmaceuticals & Biotechnology | 1.32 | 5676 | 0.46 |
| Equity | Brigade Enterpr. | Realty | 1.29 | 4383 | 0.45 |
| Equity | Birlasoft Ltd | It - Software | 1.20 | 11397 | 0.42 |
| Equity | Century Plyboard | Consumer Durables | 1.12 | 5239 | 0.39 |
| Equity | Ganesha Ecosphe. | Textiles & Apparels | 1.07 | 3092 | 0.37 |
| Equity | Grindwell Norton | Industrial Products | 1.05 | 2184 | 0.36 |
| Equity | Phoenix Mills | Realty | 1.04 | 2178 | 0.36 |
| Equity | Butterfly Gan Ap | Consumer Durables | 0.91 | 4246 | 0.32 |
| Equity | Carborundum Uni. | Industrial Products | 0.58 | 2283 | 0.20 |
| Equity | M M Forgings | Auto Components | 0.36 | 4214 | 0.12 |
MY WEALTH AT RETIREMENT
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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
Website:
