Sundaram LT Tax Advantage Fund Sr IV G
Summary Info
Fund Name
: Sundaram Mutual Fund
Scheme Name
: Sundaram LT Tax Advantage Fund Sr IV G
AMC
: Sundaram Mutual Fund
Type
: Open
Category
: Equity - Tax Planning
Launch Date
: 27-Mar-2018
Fund Manager
: Rohit Seksaria
Net Assets (Rs. cr)
: 23.11
Sundaram LT Tax Advantage Fund Sr IV G - Nav Details
Nav Date
: 21-Nov-2025
NAV [Rs.]
: 33.5814
Buy/Resale Price [Rs.]
: 0
Sell/Repurchase Price [Rs.]
: 0
Entry Load %
: Nil
Exit Load %
: Nil
Sundaram LT Tax Advantage Fund Sr IV G- NAV Chart
Sundaram LT Tax Advantage Fund Sr IV G- Performance(%)
Returns above 1 yr. are annualized
1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | Since INC | |
|---|---|---|---|---|---|---|---|---|
| Scheme Returns | 0.07 | -0.13 | 2.74 | 9.38 | 9.51 | 20.6 | 29.67 | 17.99 |
| Category Avg | 0.72 | 0.79 | 2.82 | 6.58 | 7.57 | 17.93 | 20.77 | 15.64 |
| Category Best | 1.62 | 3.51 | 5.8 | 10.8 | 15.44 | 26.17 | 30.41 | 23.28 |
| Category Worst | - | -1.66 | -3.6 | -0.23 | -7.42 | 11.11 | 12.43 | 9.33 |
Sundaram LT Tax Advantage Fund Sr IV G- Latest Dividends
No Records Found
Sundaram LT Tax Advantage Fund Sr IV 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 | 6.25 | 21323 | 1.44 |
| Equity | Affle 3i | It - Services | 5.48 | 6568 | 1.26 |
| Equity | Safari Inds. | Consumer Durables | 5.20 | 5638 | 1.20 |
| Equity | TVS Holdings | Finance | 4.59 | 700 | 1.06 |
| Equity | Navin Fluo.Intl. | Chemicals & Petrochemicals | 4.32 | 1756 | 0.99 |
| Equity | Ujjivan Small | Banks | 4.01 | 178820 | 0.92 |
| Equity | CSB Bank | Banks | 3.99 | 22305 | 0.92 |
| Equity | Laurus Labs | Pharmaceuticals & Biotechnology | 3.89 | 9440 | 0.90 |
| Equity | Multi Comm. Exc. | Capital Markets | 3.83 | 958 | 0.88 |
| Equity | KSB | Industrial Products | 3.74 | 10955 | 0.86 |
| Equity | Sapphire Foods | Leisure Services | 3.72 | 30085 | 0.86 |
| Equity | KEI Industries | Industrial Products | 3.46 | 1987 | 0.80 |
| Equity | Greenpanel Inds. | Consumer Durables | 3.43 | 27896 | 0.79 |
| Equity | P & G Health Ltd | Pharmaceuticals & Biotechnology | 3.30 | 1238 | 0.76 |
| Equity | Rategain Travel | It - Software | 2.68 | 9732 | 0.62 |
| Equity | J K Cements | Cement & Cement Products | 2.51 | 936 | 0.58 |
| Equity | Equitas Sma. Fin | Banks | 2.49 | 101192 | 0.57 |
| Equity | PVR Inox | Entertainment | 2.32 | 4462 | 0.53 |
| Equity | Angel One | Capital Markets | 2.14 | 1988 | 0.49 |
| Equity | Chola Financial | Finance | 2.03 | 2453 | 0.46 |
| Equity | SIS | Other Consumer Services | 1.90 | 13188 | 0.43 |
| Equity | RHI Magnesita | Industrial Products | 1.73 | 8416 | 0.40 |
| Equity | J B Chemicals & | Pharmaceuticals & Biotechnology | 1.72 | 2376 | 0.39 |
| Equity | PNB Housing | Finance | 1.52 | 3800 | 0.35 |
| Equity | Tata Steel | Ferrous Metals | 1.46 | 18454 | 0.33 |
| Equity | R Systems Intl. | It - Services | 1.37 | 7431 | 0.31 |
| Equity | Natco Pharma | Pharmaceuticals & Biotechnology | 1.32 | 3747 | 0.30 |
| Equity | Westlife Food | Leisure Services | 1.30 | 5099 | 0.30 |
| Equity | Grindwell Norton | Industrial Products | 1.23 | 1691 | 0.28 |
| Equity | Birlasoft Ltd | It - Software | 1.21 | 7579 | 0.28 |
| Equity | Ganesha Ecosphe. | Textiles & Apparels | 1.07 | 2030 | 0.24 |
| Equity | Phoenix Mills | Realty | 1.01 | 1390 | 0.23 |
| Equity | Can Fin Homes | Finance | 0.94 | 2512 | 0.21 |
| Equity | Butterfly Gan Ap | Consumer Durables | 0.91 | 2810 | 0.21 |
| Equity | Century Plyboard | Consumer Durables | 0.89 | 2745 | 0.20 |
| Equity | Brigade Enterpr. | Realty | 0.68 | 1521 | 0.15 |
| Equity | Carborundum Uni. | Industrial Products | 0.57 | 1475 | 0.13 |
| Equity | M M Forgings | Auto Components | 0.34 | 2606 | 0.07 |
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:
