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Sundaram Tax Saver (OE) (D)

PLAN: Regular OPTIONS: Dividend
12.831 0.15 (1.12%)

NAV as on 20 Jan, 2017

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 Sep 2016) rank unchanged from 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 20 Jan, 2017)

Period Returns (%) Rank #
1 mth 6.1 3
3 mth -5.6 40
6 mth 1.7 33
1 year 23.9 28
2 year 2.9 16
3 year 26.5 33
5 year 25.3 20

# Moneycontrol Rank within 107 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

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 6.1 -9.3 -5.7 6.0 2.9 26.5 25.3
Category avg 4.2 -5.3 1.2 18.2 2.8 15.7 12.3
Difference of Fund returns and Category returns 1.9 -4.0 -6.9 -12.2 0.1 10.8 13.0
Best of category 7.2 -1.1 8.8 32.6 17.2 29.0 22.0
Worst of category 1.8 -8.7 -7.3 -10.8 -3.9 4.7 8.1
Benchmark returns # 4.0 -4.4 -0.8 17.1 0.3 12.8 12.2
Difference of Fund returns and Benchmark returns 2.1 -4.9 -4.9 -11.1 2.6 13.7 13.1
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) 1,307.56 (Dec-31-2016)
Minimum Investment Rs.500
Last Dividend Rs.0.50 (Sep-28-2016) 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 3
9,956.36 -7.2 -4.6 9.3 21.4 21.4
Reliance Tax Saver (ELSS) (G) Rank 3
5,579.17 -4.4 3.4 22.6 26.3 21.3
HDFC Tax Saver (G) Rank 5
4,970.51 -1.7 5.3 26.4 18.6 15.4
SBI Magnum Tax Gain (G) Rank 4
4,650.56 -5.6 -0.8 15.9 17.0 16.5
ICICI Pru Long Term Equity (Tax Svng)-G Rank 3
3,369.59 -6.0 0.1 15.7 18.9 17.9
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Dec 30, 16)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 63.55 4.86
Ramco Cements Cement 58.19 4.45
ICICI Bank Banking/Finance 49.16 3.76
ITC Tobacco 41.84 3.20
Tata Motors Automotive 38.05 2.91
M&M Automotive 34.91 2.67
Reliance Oil & Gas 33.87 2.59
PVR Media 33.60 2.57
Bayer CropScien Chemicals 31.90 2.44
Yes Bank Banking/Finance 30.47 2.33

Full Portfolio

Sector Allocation (Dec 30, 16)

Sector %

1-Year

HighLow

Banking/Finance 26.65 28.59 25.10
Automotive 8.30 10.52 10.12
Manufacturing 7.62 6.96 6.33
Chemicals 6.90 4.53 3.89
Oil & Gas 6.87 5.40 4.33
Cement 5.26 6.46 6.22

View All Sectors

Asset Allocation (%)(Dec 30, 16)

Equity 95.17
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 4.84

View All

Concentration

Holdings (%)
Top 5 19.18
Top 10 31.78
Sector (%)
Top 3 42.57

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