Sundaram LT MC Tax Advantage Fund Sr III G
Summary Info
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)
: 71.08
Sundaram LT MC Tax Advantage Fund Sr III G - Nav Details
Nav Date
: 10-Mar-2026
NAV [Rs.]
: 30.5362
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 | -1.7 | -9.39 | -6.49 | -8.57 | 11.48 | 16.13 | 19.73 | 12.73 |
| Category Avg | -2.19 | -6.17 | -4.94 | -4.54 | 9.95 | 16.13 | 14.35 | 14 |
| Category Best | 0.08 | -2.1 | -0.59 | 1.29 | 15.96 | 22.75 | 21.16 | 22.57 |
| Category Worst | -3.54 | -9.43 | -8.47 | -10.98 | 1.96 | 5.56 | 7.89 | 5.47 |
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
AAVAS Financiers5,599
Out
InName Of The CompanyNo Of Shares
KEI Industries3,262
Navin Fluo.Intl.1,266
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 | 6.70 | 71973 | 4.71 |
| Equity | Safari Inds. | Consumer Durables | 5.07 | 19836 | 3.56 |
| Equity | Angel One | Capital Markets | 4.33 | 130730 | 3.04 |
| Equity | CSB Bank | Banks | 4.30 | 76163 | 3.02 |
| Equity | KSB | Industrial Products | 4.27 | 38992 | 3.00 |
| Equity | Affle 3i | It - Services | 4.19 | 21388 | 2.94 |
| Equity | MTAR Technologie | Aerospace & Defense | 3.83 | 7076 | 2.69 |
| Equity | Ujjivan Small | Banks | 3.81 | 462376 | 2.68 |
| Equity | Equitas Sma. Fin | Banks | 3.50 | 382570 | 2.46 |
| Equity | Sapphire Foods | Leisure Services | 3.09 | 106345 | 2.17 |
| Equity | TVS Holdings | Finance | 3.03 | 1412 | 2.13 |
| Equity | Greenpanel Inds. | Consumer Durables | 2.83 | 96717 | 1.98 |
| Equity | Can Fin Homes | Finance | 2.69 | 22434 | 1.89 |
| Equity | Kalpataru Proj. | Construction | 2.66 | 15091 | 1.87 |
| Equity | P & G Health Ltd | Pharmaceuticals & Biotechnology | 2.54 | 3653 | 1.79 |
| Equity | Rategain Travel | It - Software | 2.48 | 33039 | 1.74 |
| Equity | Esab India | Industrial Products | 2.40 | 3065 | 1.68 |
| Equity | Grindwell Norton | Industrial Products | 2.39 | 10116 | 1.68 |
| Equity | Eternal | Retailing | 2.30 | 65871 | 1.62 |
| Equity | Birlasoft Ltd | It - Software | 2.14 | 38673 | 1.50 |
| Equity | SIS | Other Consumer Services | 2.11 | 48701 | 1.48 |
| Equity | J K Cements | Cement & Cement Products | 2.10 | 2622 | 1.48 |
| Equity | Chola Financial | Finance | 1.92 | 8289 | 1.35 |
| Equity | PVR Inox | Entertainment | 1.88 | 12930 | 1.32 |
| Equity | Natco Pharma | Pharmaceuticals & Biotechnology | 1.82 | 12965 | 1.28 |
| Equity | RHI Magnesita | Industrial Products | 1.76 | 28519 | 1.23 |
| Equity | Brigade Enterpr. | Realty | 1.60 | 16288 | 1.13 |
| Equity | Landmark Cars | Automobiles | 1.47 | 25131 | 1.03 |
| Equity | Neogen Chemicals | Chemicals & Petrochemicals | 1.43 | 6872 | 1.00 |
| Equity | Amber Enterp. | Consumer Durables | 1.34 | 1185 | 0.94 |
| Equity | Shivalik Bimetal | Industrial Products | 1.33 | 20968 | 0.94 |
| Equity | Westlife Food | Leisure Services | 1.32 | 18794 | 0.93 |
| Equity | R Systems Intl. | It - Services | 1.08 | 26290 | 0.76 |
| Equity | Venus Pipes | Industrial Products | 1.02 | 6481 | 0.72 |
| Equity | AAVAS Financiers | Finance | 1.02 | 5599 | 0.71 |
| Equity | EID Parry | Food Products | 0.91 | 7409 | 0.64 |
| Equity | Ganesha Ecosphe. | Textiles & Apparels | 0.77 | 7010 | 0.54 |
| Equity | Century Plyboard | Consumer Durables | 0.76 | 7334 | 0.53 |
| Equity | Butterfly Gan Ap | Consumer Durables | 0.66 | 7757 | 0.46 |
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.):
76,570.40
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:
