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Sundaram Tax Saver (OE) (G)

PLAN: Regular OPTIONS: Growth
76.610 1.99 (2.67%)

NAV as on 02 Mar, 2015

CRISIL MF RANK

Scheme Risk Grade

  HIGH RISK

HIGH RISK

  • For investors looking at long term capital growth investments.
  • Ideal for people who wish to benefit from potentially higher returns and have the risk appetite for the same.
FUND FAMILY : Sundaram Mutual Fund FUND CLASS : ELSS
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ranking by CRISIL

Relatively Weak performance in the category

The scheme is ranked 5 in ELSS category by Crisil (for quarter ended Mar 2014) rank unchanged from last quarter. If you are invested in this scheme, its time to switch to a better performing scheme.

View Top ranked funds in this category

Benchmark Index:
 
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Returns (NAV as on 02 Mar, 2015)

Period Returns (%) Rank #
1 mth 2.1 67
3 mth 6.8 48
6 mth 16.6 46
1 year 61.6 53
2 year 30.2 71
3 year 22.8 35
5 year 13.4 35

# Moneycontrol Rank within 94 ELSS Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 5.5 18.8 6.8 8.8 -
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
2010 -4.2 1.8 14.7 -2.4 11.4

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 2.1 6.8 16.6 61.6 30.2 22.8 13.4
Category avg 2.6 6.7 16.3 59.4 32.1 21.8 13.0
Difference of Fund returns and Category returns -0.5 0.1 0.3 2.2 -1.9 1.0 0.4
Best of category 5.3 12.3 30.6 104.9 51.8 36.6 25.0
Worst of category -3.0 -0.3 4.7 21.3 19.0 15.2 6.5
Benchmark returns # 1.7 5.8 12.4 49.5 26.8 19.3 11.9
Difference of Fund returns and Benchmark returns 0.4 1.0 4.2 12.1 3.4 3.5 1.5
Sundaram Tax Saver (OE) (G) Review by Crisil - Rating: 1 (Rank 5 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) 1,205.58 (Dec-31-2014)
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 (%)
SBI Magnum Tax Gain (G) Rank 3
4,936.06 8.3 16.2 62.6 27.4 15.9
SBI Magnum Tax Gain - Direct (G) Not Ranked
66.47 8.4 16.5 63.3 -- --
HDFC Tax Saver (G) Rank 4
4,794.48 2.0 11.2 66.9 23.8 16.2
HDFC Tax Saver - Direct (G) Not Ranked
115.70 2.1 11.4 67.7 -- --
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
58.71 7.5 23.1 104.9 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jan 30, 15)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 65.28 5.15
Infosys Technology 64.66 5.10
ICICI Bank Banking/Finance 54.98 4.33
Bajaj Finance Banking/Finance 44.56 3.51
Larsen Engineering 43.36 3.42
CESC Utilities 40.95 3.23
Tech Mahindra Technology 39.05 3.08
Ramco Cements Cement 36.36 2.87
Axis Bank Banking/Finance 31.17 2.46
Yes Bank Banking/Finance 30.88 2.43

Full Portfolio

Sector Allocation (Jan 30, 15)

Sector %

1-Year

HighLow

Banking/Finance 29.41 51.68 25.01
Engineering 11.59 23.20 7.70
Technology 10.91 25.44 9.72
Manufacturing 8.01 9.44 1.00
Automotive 6.75 14.62 6.59
Oil & Gas 5.26 18.04 7.26

View All Sectors

Asset Allocation (%)(Jan 30, 15)

Equity 99.02
Others 0.00
Debt 0.29
Mutual Funds N.A
Money Market 1.07
Cash / Call -0.37

View All

Concentration

Holdings (%)
Top 5 21.51
Top 10 35.58
Sector (%)
Top 3 51.91

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