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)
: 23.22
Sundaram LT Tax Advantage Fund Sr IV G - Nav Details
Nav Date
: 19-Aug-2026
NAV [Rs.]
: 37.2013
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 | 0.79 | 2.99 | 10.47 | 15.7 | 15.12 | 16.87 | 19.08 | 17.82 |
| Category Avg | -0.61 | 1.32 | 6.63 | 2.72 | 4.29 | 13.7 | 12.97 | 14.42 |
| Category Best | 1.08 | 6.11 | 12.12 | 16.4 | 15.97 | 23.78 | 19.04 | 22.27 |
| Category Worst | -1.87 | -1.66 | 0.8 | -6.31 | -8.72 | 4.71 | 7.06 | 7.8 |
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
Butterfly Gan Ap2,810
Fund Holdings
Asset Type | Instrument Name | Industry | Net Assets(%) | No of Shares | Mkt Value(Cr.) |
|---|---|---|---|---|---|
| Equity & Equity related Investments | |||||
| Equity | Aster DM Quality | Healthcare Services | 7.54 | 21323 | 1.75 |
| Equity | Ujjivan Small | Banks | 5.52 | 178820 | 1.28 |
| Equity | MTAR Technologie | Electrical Equipment | 5.21 | 2115 | 1.21 |
| Equity | Affle 3i | It - Services | 4.48 | 6568 | 1.04 |
| Equity | TVS Holdings | Finance | 4.43 | 700 | 1.02 |
| Equity | KSB | Industrial Products | 4.03 | 10955 | 0.93 |
| Equity | Rategain Travel | It - Software | 3.84 | 9732 | 0.89 |
| Equity | Safari Inds. | Consumer Durables | 3.78 | 5638 | 0.87 |
| Equity | Eternal | Retailing | 3.60 | 27708 | 0.83 |
| Equity | P & G Health Ltd | Pharmaceuticals & Biotechnology | 3.52 | 1238 | 0.81 |
| Equity | KEI Industries | Industrial Products | 3.30 | 1537 | 0.76 |
| Equity | Equitas Sma. Fin | Banks | 3.27 | 101192 | 0.76 |
| Equity | CSB Bank | Banks | 3.16 | 22305 | 0.73 |
| Equity | Brigade Enterpr. | Realty | 2.61 | 10449 | 0.60 |
| Equity | Angel One | Capital Markets | 2.55 | 19880 | 0.59 |
| Equity | SIS | Other Consumer Services | 2.39 | 13188 | 0.55 |
| Equity | Sapphire Foods | Leisure Services | 2.39 | 30085 | 0.55 |
| Equity | Greenpanel Inds. | Consumer Durables | 2.31 | 27896 | 0.53 |
| Equity | J K Cements | Cement & Cement Products | 2.19 | 936 | 0.50 |
| Equity | PVR Inox | Entertainment | 2.17 | 4462 | 0.50 |
| Equity | Shivalik Bimetal | Industrial Products | 2.02 | 6274 | 0.47 |
| Equity | Landmark Cars | Automobiles | 1.75 | 7525 | 0.40 |
| Equity | PNB Housing | Finance | 1.72 | 3800 | 0.40 |
| Equity | Chola Financial | Finance | 1.62 | 2453 | 0.37 |
| Equity | Grindwell Norton | Industrial Products | 1.54 | 1691 | 0.35 |
| Equity | Natco Pharma | Pharmaceuticals & Biotechnology | 1.47 | 3747 | 0.34 |
| Equity | RHI Magnesita | Industrial Products | 1.40 | 8416 | 0.32 |
| Equity | Venus Pipes | Industrial Products | 1.37 | 1910 | 0.31 |
| Equity | EID Parry | Food Products | 1.22 | 3737 | 0.28 |
| Equity | Amber Enterp. | Consumer Durables | 1.13 | 353 | 0.26 |
| Equity | Westlife Food | Leisure Services | 1.11 | 5099 | 0.25 |
| Equity | Elecon Engg.Co | Electrical Equipment | 1.03 | 5737 | 0.24 |
| Equity | Ganesha Ecosphe. | Textiles & Apparels | 1.03 | 2030 | 0.24 |
| Equity | AAVAS Financiers | Finance | 0.99 | 1697 | 0.23 |
| Equity | Birlasoft Ltd | It - Software | 0.98 | 7579 | 0.22 |
| Equity | Century Plyboard | Consumer Durables | 0.94 | 2745 | 0.21 |
| Equity | Can Fin Homes | Finance | 0.88 | 2512 | 0.20 |
| Equity | R Systems Intl. | It - Services | 0.83 | 7431 | 0.19 |
| Equity | Carborundum Uni. | Industrial Products | 0.25 | 553 | 0.05 |
MY WEALTH AT RETIREMENT
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Key information
Fund House:
Sundaram Mutual Fund
Incorporation Date:
26-Feb-1996
Total Assets Managed (Cr.):
76,995.45
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:
