anubhai
Back OfficeSundaram LT MC Tax Advantage Fund-Sr.III (G)
Summary
| Fund Name | Sundaram Mutual Fund |
| Scheme Name | Sundaram LT MC Tax Advantage Fund-Sr.III (G) |
| AMC | Sundaram Mutual Fund |
| Type | Close |
| Category | Equity - Tax Planning |
| Launch Date | 08-Aug-2016 |
| Fund Manager | Rohit Seksaria |
| Net Assets(Rs. cr) | 76.22 |
NAV Graph
| One Month | Three Month | Six Month | One Year | Three Year | Five Year |
Latest Payouts
| Dividends | Bonus |
|---|
Performance
| 1 Week (%) | 1 Month (%) | 3 Month (%) | 6 Month (%) | 1 Year (%) | 3 Year (%) | 5 Year (%) | Since INC (%) | |
|---|---|---|---|---|---|---|---|---|
| Scheme Return | -0.66 | -3.09 | -3.28 | 0.38 | -2.81 | 17.75 | 25.15 | 13.94 |
| Category Avg | -0.27 | -1.37 | -0.39 | 3.54 | 1.74 | 16.85 | 18.60 | 15.27 |
| Category Best | 1.60 | 2.00 | 5.09 | 8.35 | 10.06 | 23.45 | 26.60 | 23.01 |
| Category Worst | -1.62 | -5.13 | -6.31 | -5.25 | -15.74 | 10.26 | 10.72 | 8.11 |
Asset Allocation
Holdings
| Company Name | % Hold |
|---|---|
| Safari Inds. | 6.32 |
| Aster DM Health. | 6.28 |
| Affle 3i | 4.66 |
| Angel One | 4.64 |
| Ujjivan Small | 4.32 |
| CSB Bank | 4.12 |
| KSB | 3.93 |
| KEI Industries | 3.64 |
| Sapphire Foods | 3.47 |
| Equitas Sma. Fin | 3.22 |
| Greenpanel Inds. | 3.16 |
| Rategain Travel | 3.08 |
| P & G Health Ltd | 2.74 |
| TVS Holdings | 2.66 |
| Can Fin Homes | 2.60 |
| Kalpataru Proj. | 2.38 |
| MTAR Technologie | 2.35 |
| Esab India | 2.28 |
| Navin Fluo.Intl. | 2.21 |
| SIS | 2.10 |
| Grindwell Norton | 2.06 |
| Chola Financial | 2.01 |
| J K Cements | 1.98 |
| Birlasoft Ltd | 1.93 |
| Brigade Enterpr. | 1.91 |
| PVR Inox | 1.81 |
| RHI Magnesita | 1.74 |
| Natco Pharma | 1.49 |
| Westlife Food | 1.40 |
| R Systems Intl. | 1.37 |
| Tata Steel | 1.25 |
| Shivalik Bimetal | 1.20 |
| EID Parry | 1.00 |
| Ganesha Ecosphe. | 0.84 |
| Century Plyboard | 0.77 |
| Multi Comm. Exc. | 0.73 |
| Butterfly Gan Ap | 0.72 |
| M M Forgings | 0.38 |
| Venus Pipes | 0.30 |
| TREPS | 6.25 |
| Net CA & Others | -1.32 |
