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Sundaram Tax Saver (OE) (D)

PLAN: Regular OPTIONS: Dividend
15.161 0.23 (1.53%)

NAV as on 17 Apr, 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 17 Apr, 2015)

Period Returns (%) Rank #
1 mth -0.9 45
3 mth -2.1 60
6 mth 8.1 47
1 year 23.0 53
2 year 18.9 69
3 year 15.3 37
5 year 6.7 31

# Moneycontrol Rank within 94 ELSS Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 0.4 - - - -
2014 5.5 14.0 3.2 5.3 -
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
2010 -25.0 1.8 14.7 -14.1 -23.3

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 -0.9 -2.1 8.1 23.0 18.9 15.3 6.7
Category avg -0.9 1.6 15.2 42.1 28.8 19.7 11.2
Difference of Fund returns and Category returns 0.0 -3.7 -7.1 -19.1 -9.9 -4.4 -4.5
Best of category 2.4 8.5 26.6 72.0 49.6 34.8 23.7
Worst of category -3.5 -4.0 3.3 10.2 12.1 10.2 4.2
Benchmark returns # -0.9 1.5 13.3 32.2 25.1 18.4 10.4
Difference of Fund returns and Benchmark returns 0.0 -3.6 -5.2 -9.2 -6.2 -3.1 -3.7
Sundaram Tax Saver (OE) (D) 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 Dividend
Launch date Nov 22, 1999
Benchmark S&P BSE 200
Asset Size (Rs cr) 1,227.94 (Mar-31-2015)
Minimum Investment Rs.500
Last Dividend Rs.0.50 (Mar-13-2015) 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
5,212.24 2.2 14.8 43.9 24.7 14.7
HDFC Tax Saver (G) Rank 4
8,416.23 -0.1 10.6 40.8 22.3 14.6
Reliance Tax Saver (ELSS) (G) Rank 1
4,094.47 0.8 15.5 67.1 30.2 20.8
Axis Long Term Equity Fund (G) Rank 1
4,161.99 4.1 23.9 62.7 34.8 23.7
ICICI Pru Tax Plan (G) Rank 3
2,477.60 1.9 11.3 42.8 26.9 16.6
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Feb 28, 15)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 90.08 7.14
Infosys Technology 69.32 5.49
ICICI Bank Banking/Finance 52.76 4.18
Bajaj Finance Banking/Finance 48.23 3.82
Tech Mahindra Technology 38.97 3.09
Axis Bank Banking/Finance 38.59 3.06
Larsen Engineering 38.01 3.01
Ramco Cements Cement 33.49 2.65
IndusInd Bank Banking/Finance 32.08 2.54
Yes Bank Banking/Finance 30.86 2.44

Full Portfolio

Sector Allocation (Feb 28, 15)

Sector %

1-Year

HighLow

Banking/Finance 32.81 51.68 23.87
Engineering 11.49 23.20 8.06
Technology 9.68 25.44 9.68
Manufacturing 8.01 9.44 1.00
Automotive 7.45 14.62 6.59
Oil & Gas 5.04 16.88 5.04

View All Sectors

Asset Allocation (%)(Feb 28, 15)

Equity 99.60
Others 0.00
Debt 0.27
Mutual Funds N.A
Money Market 0.84
Cash / Call -0.69

View All

Concentration

Holdings (%)
Top 5 23.72
Top 10 37.42
Sector (%)
Top 3 53.98

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