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Sundaram LT Tax Advantage Fund Sr IV Dir G

Sundaram LT Tax Advantage Fund Sr IV Dir G

Fund Name

Sundaram Mutual Fund

Scheme Name

Sundaram LT Tax Advantage Fund Sr IV Dir G

AMC

Sundaram Mutual Fund

Type

:  Open

Category

Equity - Tax Planning

Launch Date

27-Mar-2018

Fund Manager

Rohit Seksaria

Net Assets (Rs. cr)

21.83

Invest wise with Expert advice

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Sundaram LT Tax Advantage Fund Sr IV Dir G - Nav Details

Nav Date

:  26-Jun-2025

NAV [Rs.]

:  33.7221

Buy/Resale Price [Rs.]

0

Sell/Repurchase Price [Rs.]

0

Entry Load %

Nil

Exit Load %

Nil

Sundaram LT Tax Advantage Fund Sr IV Dir G- NAV Chart

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

Returns above 1 yr. are annualized

1W
1M
3M
6M
1Y
3Y
5Y
Since INC
Scheme Returns
3.06
5.67
18.66
3.77
3.47
27.03
34.18
18.98
Category Avg
3.06
3.13
11.36
2.73
4.95
23.3
25.39
16.2
Category Best
4.36
6.04
20.11
9.33
26.05
33.41
35.82
25.42
Category Worst
2.02
1.3
6.48
-6.17
-7.89
15.41
15.4
9.59

Sundaram LT Tax Advantage Fund Sr IV Dir G- Latest Dividends

No Records Found

Sundaram LT Tax Advantage Fund Sr IV Dir G- Investment Details

Min. Investment(Rs.)

500

Increm.Investment(Rs.)

0

In & Out

In

InName Of The CompanyNo Of Shares
PNB Housing3,800

Out

InName Of The CompanyNo Of Shares
Transport Corp.2,508

Fund Holdings

Asset Type
Instrument Name
Industry
Net Assets(%)
No of Shares
Mkt Value(Cr.)
Equity & Equity related Investments
EquitySafari Inds.Consumer Durables5.9556381.30
EquityMulti Comm. Exc.Capital Markets5.7318951.25
EquityAster DM Health.Healthcare Services5.46213231.19
EquityAffle 3iIt - Services5.2265681.13
EquitySapphire FoodsLeisure Services4.38300850.95
EquityKSBIndustrial Products4.24109550.92
EquityTVS HoldingsFinance3.807000.83
EquityCSB BankBanks3.72223050.81
EquityUjjivan SmallBanks3.521788200.76
EquityNavin Fluo.Intl.Chemicals & Petrochemicals3.4217560.74
EquityKEI IndustriesIndustrial Products3.2819870.71
EquityGreenpanel Inds.Consumer Durables3.26278960.71
EquityP & G Health LtdPharmaceuticals & Biotechnology3.2512380.71
EquityEquitas Sma. FinBanks2.941011920.64
EquityAngel OneCapital Markets2.7619880.60
EquityLaurus LabsPharmaceuticals & Biotechnology2.6394400.57
EquitySISOther Consumer Services2.40147670.52
EquityJ K CementsCement & Cement Products2.359360.51
EquityChola FinancialFinance2.0924530.45
EquityPVR InoxEntertainment2.0144620.43
EquityRategain TravelIt - Software1.9797320.43
EquityJ B Chemicals &Pharmaceuticals & Biotechnology1.8223760.39
EquityPNB HousingFinance1.8138000.39
EquityRHI MagnesitaIndustrial Products1.7784160.38
EquityCreditAcc. Gram.Finance1.7433280.38
EquityWestlife FoodLeisure Services1.5650990.34
EquityGrindwell NortonIndustrial Products1.3916910.30
EquityBirlasoft LtdIt - Software1.3975790.30
EquityTata SteelFerrous Metals1.36184540.29
EquityR Systems Intl.It - Services1.2474310.27
EquityButterfly Gan ApConsumer Durables1.0329340.22
EquityPhoenix MillsRealty0.9713900.21
EquityCentury PlyboardConsumer Durables0.9727450.21
EquityCan Fin HomesFinance0.9025120.19
EquityBrigade Enterpr.Realty0.7615210.16
EquityCarborundum Uni.Industrial Products0.6714750.14
EquityM M ForgingsAuto Components0.4326060.09
Cash & Cash Equivalent
Reverse RepoTREPS-/-5.5501.21
Net CA & OthersNet CA & Others-/-0.0600.01

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.):
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
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