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Sundaram Tax Saver (OE) (G)

PLAN: Regular OPTIONS: Growth
75.269 0.69 (0.93%)

NAV as on 27 Jan, 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 27 Jan, 2015)

Period Returns (%) Rank #
1 mth 7.4 59
3 mth 14.8 41
6 mth 24.3 36
1 year 61.7 54
2 year 24.2 73
3 year 24.1 36
5 year 13.7 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 7.4 14.8 24.3 61.7 24.2 24.1 13.7
Category avg 7.9 14.7 23.2 63.6 27.3 23.5 13.7
Difference of Fund returns and Category returns -0.5 0.1 1.1 -1.9 -3.1 0.6 0.0
Best of category 10.6 24.1 43.3 111.5 46.5 37.6 25.4
Worst of category 3.3 5.2 12.8 26.2 15.7 16.1 6.5
Benchmark returns # 7.9 12.4 16.7 50.7 21.8 20.5 12.4
Difference of Fund returns and Benchmark returns -0.5 2.4 7.6 11.0 2.4 3.6 1.3
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 14.5 21.7 64.9 28.6 16.1
HDFC Tax Saver (G) Rank 4
4,794.48 11.8 20.7 72.4 26.4 17.2
Reliance Tax Saver (ELSS) (G) Rank 1
3,398.91 14.3 31.9 109.8 37.1 23.0
Axis Long Term Equity Fund (G) Rank 1
2,933.79 17.1 29.0 84.6 37.6 25.4
ICICI Pru Tax Plan (G) Rank 2
2,283.67 10.5 20.3 65.8 29.4 18.7
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Dec 31, 14)

Equity Sector Value
(Rs cr)
Asset %
Infosys Technology 58.83 4.88
HDFC Bank Banking/Finance 57.02 4.73
ICICI Bank Banking/Finance 53.17 4.41
Bajaj Finance Banking/Finance 37.86 3.14
Larsen Engineering 37.61 3.12
CESC Utilities 37.13 3.08
Tech Mahindra Technology 34.84 2.89
Ramco Cements Cement 34.12 2.83
ITC Tobacco 33.39 2.77
TCS Technology 28.33 2.35

Full Portfolio

Sector Allocation (Dec 31, 14)

Sector %

1-Year

HighLow

Banking/Finance 28.15 51.68 25.01
Engineering 11.52 23.20 7.70
Technology 11.31 25.44 9.72
Manufacturing 7.49 9.44 1.00
Oil & Gas 7.26 18.04 7.26
Automotive 6.59 14.62 6.59

View All Sectors

Asset Allocation (%)(Dec 31, 14)

Equity 98.90
Others 0.00
Debt 0.30
Mutual Funds N.A
Money Market 0.61
Cash / Call 0.21

View All

Concentration

Holdings (%)
Top 5 20.28
Top 10 34.20
Sector (%)
Top 3 50.98

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