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Snapshot
Snapshot
Sundaram LT MC Tax Advantage Fund-Sr.VI-Dir (G)
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Summary
Fund Name : Sundaram Mutual Fund
Scheme Name : Sundaram LT MC Tax Advantage Fund-Sr.VI-Dir (G)
AMC : Sundaram Mutual Fund
Type : Open
Category : Equity - Tax Planning
Launch Date : 23-Jun-17
Fund Manager : Rohit Seksaria
Net Assets:(Rs. cr) 40.24
 
1Month 3Month 6Month 1Year 3Year 5Year Since Inception  
Latest Payouts
  Dividends Bonus
Ratio NA NA
Date NA NA
Investment Details
Tax benefits :  
Min. Investment(Rs.) : 500
Increm.Investment(Rs.) : 0
Performance(%)
  1 Week
[%]
1 Month
[%]
3 Month
[%]
6 Month
[%]
1 Year
[%]
3 Year
[%]
5 Year
[%]
Since INC
[%]
Scheme Return 2.72 -5.58 -2.72 9.49 48.40 34.48 21.98 13.83
Category Avg 2.58 -1.35 3.97 15.24 42.46 21.73 18.84 16.82
Category Best 6.75 3.32 12.28 26.74 62.12 34.48 32.60 34.10
Category Worst 0.10 -6.11 -3.53 6.97 26.22 10.02 9.95 9.04
Statistical Ratios
What is Beta ?
Beta is a measure of the volatility of the portfolio to that of the index. In simple words it shows the movement of the portfolio in comparison. The Higher the Beta, higher the volatility of the scheme to the index. If its greater than1 , then the portfolio is highly volatile to the movemnts in the index. If the beta is lesser than 1 , then scheme is less volatile to the index and beta which is close to 1 implies that the scheme is closely following the index.
* Move the pointer over the headers to view the definition.
Beta [%] SD [%] Sharpe Ratio [%] Jensons Alpha [%] ER [%]
0.7833 4.8350 1.5378 10.9310 0.2458
Asset Allocation
Holdings
Company Name% Hold
Safari Inds. 5.08
KSB 5.06
Equitas Sma. Fin 4.48
Multi Comm. Exc. 4.44
Angel One 4.12
Brigade Enterpr. 3.97
KEI Industries 3.90
Greenpanel Inds. 3.77
Ador Welding 3.13
Heritage Foods 3.08
Ujjivan Fin.Ser. 3.00
Health.Global 2.91
J K Cements 2.54
Kalpataru Proj. 2.48
Sapphire Foods 2.38
Ashoka Buildcon 2.26
PVR Inox 2.24
TajGVK Hotels 2.24
Can Fin Homes 2.12
Century Plyboard 1.88
I D F C 1.82
Westlife Food 1.77
Kennametal India 1.67
Navin Fluo.Intl. 1.60
TVS Holdings 1.59
Indoco Remedies 1.54
Laurus Labs 1.51
Affle India 1.51
Navneet Educat. 1.50
CCL Products 1.45
J B Chem & Pharm 1.42
Home First Finan 1.38
Stove Kraft 1.35
Butterfly Gan Ap 1.22
CSB Bank 1.10
Chola Financial 1.07
SIS 1.03
EID Parry 0.91
P & G Health Ltd 0.69
RHI Magnesita 0.66
Johnson Con. Hit 0.63
Astra Microwave 0.57
M M Forgings 0.54
Crompton Gr. Con 0.30
Sundaram Clayton 0.26
Valiant Organics 0.19
TREPS 5.42
Net CA & Others -0.03
TVS Holdings 0.22
Sundaram Clayton 0.00
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