Sundaram Long Term Tax Advantage Fund Series III
Holdings
41
Concentrated
Top 10 weight
48%
Concentration
Strategy
Active
Portfolio style
Equity
94%
Asset allocation
Portfolio
19Sectors4Large positions11.8%Top: Banks0.0%Cash
Market-cap allocation
Large cap4%
Mid cap4%
Small cap83%
Asset allocation
Equity94%
Top holdings
Aster DM Healthcare LtdEQUITY7.5%
TREPSDERIVATIVE5.7%
Ujjivan Small Finance Bank LtdEQUITY5.5%
MTAR Technologies LtdEQUITY5.2%
TVS Holdings LtdEQUITY4.8%
KSB LTDEQUITY4.5%
Affle (India) LtdEQUITY4.3%
Rate Gain Travel Technologies LtdEQUITY3.8%
Eternal Ltd (Previously Zomato Ltd)EQUITY3.6%
Procter & Gamble Health LtdEQUITY3.3%
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Portfolio read
- 94% equity.
- Large-cap exposure is 4%.
- Largest equity sector is Banks at 11.8%.
Watchpoints
- Review concentration alongside the fund mandate.
Generated from current fund metrics. Educational research only.
Peer comparison
Other funds in this category.
Explore comparable funds →Sector exposure
Showing top sectors from the current portfolio.
Banks11.8%
Industrial Products11.6%
Finance11.3%
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