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Sundaram LT MC Tax Advantage Fund Sr III G

Sundaram LT MC Tax Advantage Fund Sr III G

Fund Name

Sundaram Mutual Fund

Scheme Name

Sundaram LT MC Tax Advantage Fund Sr III G

AMC

Sundaram Mutual Fund

Type

:  Open

Category

Equity - Tax Planning

Launch Date

08-Aug-2016

Fund Manager

Rohit Seksaria

Net Assets (Rs. cr)

75.97

Invest wise with Expert advice

By continuing, I accept the T&C and agree to receive communication on Whatsapp

Sundaram LT MC Tax Advantage Fund Sr III G - Nav Details

Nav Date

:  02-Jul-2025

NAV [Rs.]

:  33.807

Buy/Resale Price [Rs.]

0

Sell/Repurchase Price [Rs.]

0

Entry Load %

Nil

Exit Load %

Nil

Sundaram LT MC Tax Advantage Fund Sr III G- NAV Chart

Sundaram LT MC Tax Advantage Fund Sr III G- Performance(%)

Returns above 1 yr. are annualized

1W
1M
3M
6M
1Y
3Y
5Y
Since INC
Scheme Returns
0.74
5
19.01
1.71
1.4
26.14
34.02
15.17
Category Avg
2.11
3.71
12.81
2.91
4.18
23.17
25.6
16.28
Category Best
3.96
6.53
20.37
10.39
26.22
33.86
36.41
25.54
Category Worst
1.14
1.8
7.39
-6.35
-8.65
15.48
15.61
9.65

Sundaram LT MC Tax Advantage Fund Sr III G- Latest Dividends

No Records Found

Sundaram LT MC 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
EquityMulti Comm. Exc.Capital Markets6.7878065.15
EquitySafari Inds.Consumer Durables6.02198364.57
EquityAster DM Health.Healthcare Services5.29719734.02
EquityAngel OneCapital Markets5.22130733.96
EquityAffle 3iIt - Services4.88213883.71
EquitySapphire FoodsLeisure Services4.451063453.38
EquityKSBIndustrial Products4.34389923.29
EquityKEI IndustriesIndustrial Products3.9984023.03
EquityCSB BankBanks3.65761632.77
EquityUjjivan SmallBanks3.426048812.60
EquityGreenpanel Inds.Consumer Durables3.24967172.46
EquityEquitas Sma. FinBanks3.203825702.43
EquityP & G Health LtdPharmaceuticals & Biotechnology2.7636532.09
EquityJ K CementsCement & Cement Products2.6636832.02
EquitySISOther Consumer Services2.55545341.93
EquityGrindwell NortonIndustrial Products2.39101161.81
EquityBrigade Enterpr.Realty2.34162881.78
EquityNavin Fluo.Intl.Chemicals & Petrochemicals2.3441831.78
EquityCan Fin HomesFinance2.32224341.76
EquityKalpataru Proj.Construction2.26150911.71
EquityTVS HoldingsFinance2.2014121.67
EquityBirlasoft LtdIt - Software2.03386731.54
EquityChola FinancialFinance2.0382891.54
EquityEsab IndiaIndustrial Products2.0230651.54
EquityRategain TravelIt - Software1.93330391.46
EquityRHI MagnesitaIndustrial Products1.73285191.31
EquityPVR InoxEntertainment1.67129301.27
EquityWestlife FoodLeisure Services1.65187941.25
EquityShivalik BimetalIndustrial Products1.37209681.04
EquityR Systems Intl.It - Services1.26262900.96
EquityTata SteelFerrous Metals1.19566030.91
EquityButterfly Gan ApConsumer Durables0.8180990.62
EquityCentury PlyboardConsumer Durables0.7573340.57
EquityM M ForgingsAuto Components0.4288860.32
Cash & Cash Equivalent
Reverse RepoTREPS-/-4.6403.52
Net CA & OthersNet CA & Others-/-0.0200.01

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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