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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)

22.85

Invest wise with Expert advice

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

Nav Date

:  26-Aug-2025

NAV [Rs.]

:  33.2552

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
0.63
-0.83
5.77
18.08
0.6
20.19
30.61
18.46
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 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
Natco Pharma3,747

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 Services5.64213231.28
EquityAffle 3iIt - Services5.6265681.28
EquitySafari Inds.Consumer Durables5.1756381.18
EquitySapphire FoodsLeisure Services4.16300850.95
EquityCSB BankBanks4.10223050.93
EquityKSBIndustrial Products4.02109550.91
EquityNavin Fluo.Intl.Chemicals & Petrochemicals3.8717560.88
EquityLaurus LabsPharmaceuticals & Biotechnology3.6194400.82
EquityGreenpanel Inds.Consumer Durables3.58278960.81
EquityTVS HoldingsFinance3.537000.80
EquityUjjivan SmallBanks3.461788200.79
EquityKEI IndustriesIndustrial Products3.3419870.76
EquityMulti Comm. Exc.Capital Markets3.229580.73
EquityP & G Health LtdPharmaceuticals & Biotechnology3.1912380.72
EquityJ K CementsCement & Cement Products2.729360.62
EquityEquitas Sma. FinBanks2.621011920.59
EquityAngel OneCapital Markets2.2619880.51
EquitySISOther Consumer Services2.23131880.50
EquityChola FinancialFinance2.0224530.46
EquityPVR InoxEntertainment1.9544620.44
EquityRategain TravelIt - Software1.8697320.42
EquityRHI MagnesitaIndustrial Products1.8484160.42
EquityJ B Chemicals &Pharmaceuticals & Biotechnology1.8423760.42
EquityCreditAcc. Gram.Finance1.8133280.41
EquityPNB HousingFinance1.6438000.37
EquityWestlife FoodLeisure Services1.6250990.37
EquityNatco PharmaPharmaceuticals & Biotechnology1.5637470.35
EquityGanesha Ecosphe.Textiles & Apparels1.5423760.35
EquityR Systems Intl.It - Services1.3574310.31
EquityBirlasoft LtdIt - Software1.2975790.29
EquityTata SteelFerrous Metals1.27184540.29
EquityGrindwell NortonIndustrial Products1.1416910.26
EquityPhoenix MillsRealty0.9013900.20
EquityButterfly Gan ApConsumer Durables0.8728100.20
EquityCentury PlyboardConsumer Durables0.8727450.20
EquityCan Fin HomesFinance0.8225120.18
EquityBrigade Enterpr.Realty0.6715210.15
EquityCarborundum Uni.Industrial Products0.6014750.13
EquityM M ForgingsAuto Components0.3926060.08
Cash & Cash Equivalent
Reverse RepoTREPS-/-5.6301.28
Net CA & OthersNet CA & Others-/--0.0100.00

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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