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Sundaram LT Tax Advantage Fund - Sr.I - Dir (D)

Fund Class : Equity - Tax Planning
Fund House : Sundaram Mutual Fund
Aum(Rs Cr) : 25.82
NAV 24 Apr 2020 10.03 -0.17
(-1.67%)

NAV High-Low (in Rs)

ONE Mth
52-WEEk 12.36
18.32

Trailing Returns

% 1-week 1-Mth 6-Mths 1-Yr 3-Yrs
Schemes - 17.32 - - -
Sensex -0.83 17.44 -19.72 -19.79 5.64
Nifty -1.21 17.35 -20.96 -21.93 -0.69

Fund Features

Types of Scheme Dividend
Options Equity
Assets Size (Rs in Cr) 25.82 (31 Mar 15)
Inception Date 18 Dec 14
Fund Manager S Bharath

Investment Details

Minimum Investment 500.00
Purchase Redemption DAILY
Last Dividend paid 0.50 (Rs) 20-03-2018
Entry Load 0.00%
EXIT Load 0.00.

Fund Activity

   As On 31 Mar 2020
Category Share (%)
Equity 94.45
Net CA & Others 0.32
Reverse Repo 5.26
› More
   As On 31 Mar 2020
Sector Name Amount
Automobiles - Passenger Cars 1.33
Automobiles - Scooters And 3 - Wheelers 0.92
Banks - Private Sector 16.24
Banks - Public Sector 4.84
Bearings 0.76
Chemicals 6.06
Cigarettes 3.17
Computers - Software - Large 8.58
› More
   As On 31 Mar 2020
Company Name
ICICI Bank 6.40
Reliance Inds. 6.31
Tata Consumer 6.23
H D F C 5.29
HDFC Bank 5.02
Infosys 3.80
St Bk of India 3.71
Larsen & Toubro 3.62
› More

Fund DETAILS

Asset Management Co.

Registered Address

Sundaram Asset Management Company Ltd,

Sundaram Towers 2nd Floor
46 White Road Royapettah
Chennai 600 014

Phone: 044-2858 3362/3367 | Fax: 044-2858 3156

Email: dhirent@sundarammutual.com

Website: www.sundarammutual.com