anubhai
Back OfficeSundaram LT MC Tax Advantage Fund-Sr.IV (G)
Summary
| Fund Name | Sundaram Mutual Fund |
| Scheme Name | Sundaram LT MC Tax Advantage Fund-Sr.IV (G) |
| AMC | Sundaram Mutual Fund |
| Type | Close |
| Category | Equity - Tax Planning |
| Launch Date | 27-Sep-2016 |
| Fund Manager | Rohit Seksaria |
| Net Assets(Rs. cr) | 36.06 |
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 | -0.74 | -3.19 | -3.02 | 0.67 | -2.19 | 18.17 | 25.72 | 12.74 |
| 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. | 6.62 |
| Aster DM Health. | 6.26 |
| Angel One | 4.73 |
| Ujjivan Small | 4.38 |
| Affle 3i | 4.17 |
| CSB Bank | 4.17 |
| KSB | 3.44 |
| Sapphire Foods | 3.35 |
| Equitas Sma. Fin | 3.33 |
| Greenpanel Inds. | 3.25 |
| KEI Industries | 3.13 |
| Rategain Travel | 3.07 |
| TVS Holdings | 2.75 |
| P & G Health Ltd | 2.71 |
| Navin Fluo.Intl. | 2.63 |
| Can Fin Homes | 2.61 |
| J K Cements | 2.49 |
| Kalpataru Proj. | 2.38 |
| MTAR Technologie | 2.35 |
| Esab India | 2.27 |
| SIS | 2.08 |
| Chola Financial | 2.06 |
| Grindwell Norton | 1.93 |
| Birlasoft Ltd | 1.92 |
| PVR Inox | 1.78 |
| RHI Magnesita | 1.75 |
| Brigade Enterpr. | 1.71 |
| Natco Pharma | 1.49 |
| Westlife Food | 1.44 |
| R Systems Intl. | 1.35 |
| Multi Comm. Exc. | 1.23 |
| Tata Steel | 1.20 |
| Shivalik Bimetal | 1.18 |
| EID Parry | 1.00 |
| Ganesha Ecosphe. | 0.84 |
| Century Plyboard | 0.77 |
| Butterfly Gan Ap | 0.75 |
| M M Forgings | 0.39 |
| Venus Pipes | 0.30 |
| TREPS | 6.01 |
| Net CA & Others | -1.25 |
