Sundaram LT Tax Advantage Fund-Sr.IV (IDCW)
Summary Info
Fund Name Sundaram Mutual Fund
Scheme Name Sundaram LT Tax Advantage Fund-Sr.IV (IDCW)
AMC Sundaram Mutual Fund
Type Close
Category ELSS
Launch Date 27-Mar-18
Fund Manager Rohit Seksaria
Net Assets ( Cr.) 22.77
NAV Graph
  One Month   Three Month   Six Month   One Year   Three Year   Five Year
Latest Payouts
Dividends Bonus
Ratio 13.09% 0
Date 13-Sep-23 0
Performance(%)
1 Week[%] 1 Month[%] 3 Month[%] 6 Month[%] 1 Year[%] 3 Year[%] 5 Year[%] Since INC[%]
Scheme Return -3.92 -7.70 -8.10 -3.85 7.80 18.64 27.19 18.91
Category Avg -4.20 -6.62 -6.66 -3.09 16.09 14.92 20.30 16.32
Category Best -2.11 -2.85 -1.30 7.28 40.74 24.99 31.20 28.15
Category Worst -7.01 -10.48 -15.04 -16.64 1.34 6.02 11.46 9.72
Holdings
Comapany Name Hold %
Safari Inds. 6.44
Multi Comm. Exc. 5.37
Affle India 5.14
Aster DM Health. 4.81
Greenpanel Inds. 4.63
Sapphire Foods 4.35
KEI Industries 3.87
KSB 3.70
TVS Holdings 3.26
Rategain Travel 3.10
CSB Bank 3.07
P & G Health Ltd 2.85
Equitas Sma. Fin 2.84
Navin Fluo.Intl. 2.82
Ujjivan Small 2.65
Angel One 2.56
PVR Inox 2.56
Ador Welding 2.56
Laurus Labs 2.50
SIS 2.34
J B Chemicals & 1.92
J K Cements 1.89
Birlasoft Ltd 1.86
RHI Magnesita 1.86
Westlife Food 1.77
R Systems Intl. 1.52
Chola Financial 1.51
Century Plyboard 1.43
Butterfly Gan Ap 1.43
Grindwell Norton 1.43
CreditAcc. Gram. 1.30
Transport Corp. 1.27
Tata Steel 1.12
Phoenix Mills 1.00
Can Fin Homes 0.84
Brigade Enterpr. 0.83
Carborundum Uni. 0.83
M M Forgings 0.53
TREPS 4.29
Net CA & Others -0.03