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

14.590
0.48 (3.20%)
NAV as on Sep-22-2014
NAV as on Sep-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:
 
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Returns (NAV as on Sep-22-2014)

Period Returns (%) Rank #
1 mth 5.2 47
3 mth 12.2 43
6 mth 33.6 56
1 year 51.0 57
2 year 21.9 42
3 year 20.1 29
5 year 10.6 39

# Moneycontrol Rank within 88 ELSS Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 5.5 14.0 - - -
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
2009 -10.2 43.6 14.7 -0.2 56.5

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 5.2 12.2 33.6 51.0 21.9 20.1 10.6
Category avg 5.5 12.6 34.2 56.3 14.6 11.3 7.1
Difference of Fund returns and Category returns -0.3 -0.4 -0.6 -5.3 7.3 8.8 3.5
Best of category 10.2 21.5 58.5 107.3 39.7 30.2 21.5
Worst of category 1.4 4.9 10.5 19.4 12.9 9.3 3.9
Benchmark returns # 3.2 7.9 28.0 37.8 21.8 16.9 9.9
Difference of Fund returns and Benchmark returns 2.0 4.3 5.6 13.2 0.1 3.2 0.7
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) 1,139.83 (Jun-30-2014)
Minimum Investment Rs.500
Last Dividend Rs.0.50 (Sep-19-2014) 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 - Direct (G) Not Ranked
44.01 13.6 36.2 62.7 -- --
SBI Magnum Tax Gain (G) Rank 3
4,327.68 13.5 35.9 61.9 24.1 14.3
HDFC Tax Saver - Direct (G) Not Ranked
74.77 10.3 44.4 74.0 -- --
HDFC Tax Saver (G) Rank 3
4,036.36 10.2 44.0 73.0 22.5 16.7
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
25.60 19.0 58.5 107.3 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Aug 28, 14)

Equity Sector Value
(Rs cr)
Asset %
No Holdings Data Available

Full Portfolio

Sector Allocation (Aug 28, 14)

Sector %

1-Year

HighLow

No Sector Data Available

View All Sectors

Asset Allocation (%)(Aug 28, 14)

Equity 99.33
Others 0.20
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 0.46

View All

Sector (%)
Top 3 N.A.

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