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Sundaram Tax Saver (OE) (G) SET SMS ALERT

65.168
0.61 (0.94%)
NAV as on Oct-22-2014
NAV as on Oct-22-2014

Fund Family Sundaram Mutual Fund

Fund Class ELSS

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:
 
View Historic Graph From     To     

Returns (NAV as on Oct-22-2014)

Period Returns (%) Rank #
1 mth -0.5 58
3 mth 5.9 39
6 mth 24.3 55
1 year 40.4 60
2 year 19.4 41
3 year 18.3 28
5 year 9.5 39

# Moneycontrol Rank within 88 ELSS Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 5.5 18.8 6.8 - -
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
2009 -10.2 43.6 22.9 -0.2 67.7

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 -0.5 5.9 24.3 40.4 19.4 18.3 9.5
Category avg -0.1 6.0 26.7 45.3 13.2 10.6 6.5
Difference of Fund returns and Category returns -0.4 -0.1 -2.4 -4.9 6.2 7.7 3.0
Best of category 2.3 12.6 49.0 95.7 37.0 30.5 21.6
Worst of category -2.6 -2.2 2.6 10.3 8.8 8.2 2.6
Benchmark returns # -1.8 3.1 19.4 32.8 18.7 16.5 9.4
Difference of Fund returns and Benchmark returns 1.3 2.8 4.9 7.6 0.7 1.8 0.1
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) 1,139.83 (Jun-30-2014)
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
4,327.68 4.5 26.0 48.8 22.3 13.0
HDFC Tax Saver (G) Rank 3
4,036.36 4.6 29.0 57.6 21.3 15.4
Reliance Tax Saver (ELSS) (G) Rank 1
2,413.63 11.1 48.5 94.3 30.5 20.8
ICICI Pru Tax Plan (G) Rank 2
1,840.90 7.3 30.1 57.9 24.6 17.8
Axis Long Term Equity Fund (G) Rank 1
1,310.99 8.7 32.8 65.1 28.6 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Sep 30, 14)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 62.85 5.28
HDFC Bank Banking/Finance 62.85 5.28
Infosys Technology 57.55 4.83
Infosys Technology 57.55 4.83
CESC Utilities 44.82 3.76
CESC Utilities 44.82 3.76
Larsen Engineering 40.11 3.37
Larsen Engineering 40.11 3.37
Tech Mahindra Technology 39.68 3.33
Tech Mahindra Technology 39.68 3.33

Full Portfolio

Sector Allocation (Sep 30, 14)

Sector %

1-Year

HighLow

Banking/Finance 47.74 28.83 23.71
Technology 24.95 17.04 9.72
Engineering 21.61 10.97 4.31
Oil & Gas 18.04 11.79 8.02
Automotive 14.13 10.06 5.09
Manufacturing 9.18 3.42 1.00

View All Sectors

Asset Allocation (%)(Sep 30, 14)

Equity 197.76
Others 0.00
Debt 0.47
Mutual Funds N.A
Money Market 0.00
Cash / Call 1.77

View All

Concentration

Holdings (%)
Top 5 23.99
Top 10 41.15
Sector (%)
Top 3 94.30

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