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Sundaram Tax Saver (OE) (D)

PLAN: Regular OPTIONS: Dividend
12.742 0.09 (0.70%)

NAV as on 07 Dec, 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

Average performance in the category

The scheme is ranked 3 in ELSS category by Crisil (for quarter ended Jun 2016) up from Rank 4 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 07 Dec, 2016)

Period Returns (%) Rank #
1 mth -7.0 83
3 mth -9.2 88
6 mth 2.8 50
1 year 7.7 35
2 year 4.2 31
3 year 17.9 40
5 year 14.7 26

# Moneycontrol Rank within 105 ELSS Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -9.0 - - - -
2015 0.4 -4.3 -7.9 -1.3 -10.3
2014 5.5 14.0 3.2 5.3 30.8
2013 -7.4 -0.1 -4.8 12.1 0.6
2012 17.5 -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

* Calculation Remark - Dividends are reinvested at the rate of return

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 -7.0 -9.2 2.8 7.7 4.2 17.9 14.7
Category avg -5.4 -7.7 3.2 6.6 2.9 15.1 11.4
Difference of Fund returns and Category returns -1.6 -1.5 -0.4 1.1 1.3 2.8 3.3
Best of category 2.8 -2.2 12.2 18.6 17.2 29.7 21.0
Worst of category -9.0 -11.3 -7.3 -10.8 -3.7 5.8 7.0
Benchmark returns # -4.7 -8.5 0.7 6.0 0.4 11.5 11.4
Difference of Fund returns and Benchmark returns -2.3 -0.7 2.1 1.7 3.8 6.4 3.3
Sundaram Tax Saver (OE) (D) Review by Crisil - Rating: 3 (Rank 3 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 Dividend
Launch date Nov 22, 1999
Benchmark S&P BSE 200
Asset Size (Rs cr) 1,309.13 (Sep-30-2016)
Minimum Investment Rs.500
Last Dividend Rs.0.50 (Jun-24-2016) View Dividend History
Bonus N.A.
Fund Manager S Krishnakumar / Madanagopal Ramu
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 2
9,518.03 -9.0 -1.8 2.8 22.0 20.7
Axis Long Term Equity - Direct (G) Not Ranked
505.95 -8.7 -1.3 4.0 23.5 --
Reliance Tax Saver (ELSS) (G) Rank 3
5,324.76 -8.0 5.7 7.4 25.6 21.0
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
286.90 -7.8 6.1 8.2 26.5 --
HDFC Tax Saver (G) Rank 5
4,916.70 -4.4 8.9 8.6 17.3 14.4
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Oct 28, 16)

Equity Sector Value
(Rs cr)
Asset %
Ramco Cements Cement 65.94 4.67
HDFC Bank Banking/Finance 64.62 4.58
Tata Motors Automotive 56.39 4.00
ICICI Bank Banking/Finance 52.21 3.70
Bajaj Finance Banking/Finance 41.67 2.95
ITC Tobacco 40.89 2.90
M&M Automotive 35.19 2.50
PVR Media 35.16 2.49
Yes Bank Banking/Finance 32.72 2.32
Reliance Oil & Gas 32.40 2.30

Full Portfolio

Sector Allocation (Oct 28, 16)

Sector %

1-Year

HighLow

Banking/Finance 27.26 28.59 25.10
Automotive 9.76 10.52 10.12
Manufacturing 7.52 6.96 6.33
Cement 6.89 6.46 6.22
Chemicals 6.55 4.53 3.89
Oil & Gas 5.08 5.40 4.33

View All Sectors

Asset Allocation (%)(Oct 28, 16)

Equity 95.25
Others 0.57
Debt 3.55
Mutual Funds N.A
Money Market 0.80
Cash / Call -0.18

View All

Concentration

Holdings (%)
Top 5 19.90
Top 10 32.41
Sector (%)
Top 3 44.54

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