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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)

20.35

Invest wise with Expert advice

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

Nav Date

:  06-Jun-2025

NAV [Rs.]

:  33.0493

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
1.78
8.94
17.94
-3.25
9.22
23.25
34.47
18.63
Category Avg
0.63
4.5
13.56
-2.74
10.28
20.35
25.54
15.95
Category Best
2.43
11.45
22.69
6.74
35.42
31.17
36.82
24.93
Category Worst
-0.69
1.37
7.71
-9.91
-5.65
12.64
15.59
9.45

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
--

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
EquityMulti Comm. Exc.Capital Markets5.9019601.20
EquitySafari Inds.Consumer Durables5.5556381.12
EquityAster DM Health.Healthcare Services5.29213231.07
EquityAffle 3iIt - Services5.1165681.04
EquitySapphire FoodsLeisure Services4.67300850.95
EquityNavin Fluo.Intl.Chemicals & Petrochemicals4.3919760.89
EquityKSBIndustrial Products3.94109550.80
EquityCSB BankBanks3.87223050.78
EquityUjjivan SmallBanks3.741788200.76
EquityEquitas Sma. FinBanks3.321011920.67
EquityGreenpanel Inds.Consumer Durables3.18278960.64
EquityTVS HoldingsFinance3.127000.63
EquityP & G Health LtdPharmaceuticals & Biotechnology3.0912380.62
EquityKEI IndustriesIndustrial Products2.9919870.60
EquityLaurus LabsPharmaceuticals & Biotechnology2.8094400.57
EquitySISOther Consumer Services2.44147670.49
EquityJ K CementsCement & Cement Products2.359360.47
EquityAngel OneCapital Markets2.2519880.45
EquityChola FinancialFinance2.2424530.45
EquityRategain TravelIt - Software2.0797320.42
EquityPVR InoxEntertainment2.0644620.42
EquityJ B Chemicals &Pharmaceuticals & Biotechnology1.8823760.38
EquityRHI MagnesitaIndustrial Products1.8284160.37
EquityCreditAcc. Gram.Finance1.7833280.36
EquityWestlife FoodLeisure Services1.6850990.34
EquityBirlasoft LtdIt - Software1.4575790.29
EquityGrindwell NortonIndustrial Products1.4016910.28
EquityTransport Corp.Transport Services1.2825080.26
EquityTata SteelFerrous Metals1.27184540.25
EquityButterfly Gan ApConsumer Durables1.2440550.25
EquityR Systems Intl.It - Services1.1474310.23
EquityPhoenix MillsRealty1.1313900.23
EquityCentury PlyboardConsumer Durables0.9427450.19
EquityCan Fin HomesFinance0.8825120.17
EquityBrigade Enterpr.Realty0.7615210.15
EquityCarborundum Uni.Industrial Products0.7414750.15
EquityM M ForgingsAuto Components0.4326060.08
Cash & Cash Equivalent
Reverse RepoTREPS-/-5.6901.15
Net CA & OthersNet CA & Others-/--0.0300.00

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.):
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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