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Sundaram Tax Saver (OE) (G)

PLAN: Regular OPTIONS: Growth
73.834 0.53 (0.72%)

NAV as on 27 May, 2016

CRISIL MF RANK

Riskometer

MODERATELY HIGH

MODERATELY HIGH

  • Principal at moderately high risk.
FUND FAMILY : Sundaram Mutual Fund FUND CLASS : ELSS
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ranking by CRISIL

Below average performance in the category

The scheme is ranked 4 in ELSS category by Crisil (for quarter ended Mar 2016) rank unchanged from last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

View Top ranked funds in this category

Benchmark Index:
 
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Returns (NAV as on 27 May, 2016)

Period Returns (%) Rank #
1 mth 2.6 59
3 mth 20.2 12
6 mth 0.3 46
1 year 2.4 28
2 year 13.5 36
3 year 16.1 54
5 year 12.0 19

# Moneycontrol Rank within 100 ELSS Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -5.1 - - - -
2015 3.7 -1.0 -4.6 2.4 3.1
2014 5.5 18.8 6.8 8.8 45.7
2013 -7.4 -0.1 -4.8 12.1 0.6
2012 17.4 -2.7 10.0 4.1 34.3
2011 -10.2 -3.2 -8.8 -6.7 -25.9

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (ELSS)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 2.6 20.2 0.3 2.4 13.5 16.1 12.0
Category avg 3.0 16.3 0.3 -0.5 11.4 14.6 9.4
Difference of Fund returns and Category returns -0.4 3.9 0.0 2.9 2.1 1.5 2.6
Best of category 8.0 25.2 11.4 14.0 27.2 27.5 20.3
Worst of category 0.1 -7.3 -13.1 -10.8 3.1 10.2 5.3
Benchmark returns # 1.9 16.6 2.1 -1.7 7.4 12.0 8.7
Difference of Fund returns and Benchmark returns 0.7 3.6 -1.8 4.1 6.1 4.1 3.3
Sundaram Tax Saver (OE) (G) Review by Crisil - Rating: 2 (Rank 4 out of 5)
# Benchmark Index: S&P BSE 200

Investment Info

Investment Objective

To achieve capital appreciation by investing predominantly in equities and equity-related instruments. A lock-in period of 3 years is applicable.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Nov 22, 1999
Benchmark S&P BSE 200
Asset Size (Rs cr) 1,163.57 (Dec-31-2015)
Minimum Investment Rs.500
Last Dividend Rs.5.00 (Jan-28-2005) View Dividend History
Bonus N.A.
Fund Manager Srividhya Rajesh / J Venkatesan
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 0.00%
Load Comments N.A.

Contact Details

Regd. Office Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah, Chennai. , 600 014
Tel. No. 91 44 28583362, 28583367
Fax No. 91 44 28583156
Email sundarammutual@sundarammutual.com
Website http://www.sundarammutual.com

Peer Comparison

ELSS Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
Axis Long Term Equity Fund (G) Rank 1
6,256.92 14.2 2.7 1.6 25.9 20.3
Axis Long Term Equity - Direct (G) Not Ranked
222.67 14.5 3.3 2.7 27.5 --
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
182.05 18.4 -2.1 -5.1 24.0 --
Reliance Tax Saver (ELSS) (G) Rank 3
4,269.30 18.2 -2.4 -5.7 23.2 16.5
HDFC Tax Saver - Direct (G) Not Ranked
197.25 18.7 -4.5 -6.0 16.8 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Apr 29, 16)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 59.84 5.12
Ramco Cements Cement 49.12 4.20
Tata Motors Automotive 48.56 4.16
ICICI Bank Banking/Finance 44.65 3.82
Bajaj Finance Banking/Finance 36.19 3.10
Infosys Technology 35.08 3.00
Karur Vysya Banking/Finance 31.44 2.69
ITC Tobacco 31.20 2.67
Reliance Oil & Gas 29.55 2.53
UPL Chemicals 29.40 2.52

Full Portfolio

Sector Allocation (Apr 29, 16)

Sector %

1-Year

HighLow

Banking/Finance 25.04 30.91 26.94
Automotive 10.32 10.52 8.07
Engineering 7.04 12.97 7.42
Manufacturing 6.99 8.58 6.33
Cement 6.34 6.26 3.92
Chemicals 4.51 4.19 3.15

View All Sectors

Asset Allocation (%)(Apr 29, 16)

Equity 95.11
Others 0.77
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 4.13

View All

Concentration

Holdings (%)
Top 5 20.40
Top 10 33.81
Sector (%)
Top 3 42.40

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