SENSEX NIFTY
You are here : Moneycontrol > Mutual Funds > ELSS > Sundaram Mutual Fund > Sundaram Tax Saver (OE) (D)

Sundaram Tax Saver (OE) (D)

PLAN: Regular OPTIONS: Dividend
13.948 0.11 (0.81%)

NAV as on 28 Jul, 2016

CRISIL MF RANK

Riskometer

MODERATELY HIGH

MODERATELY HIGH

  • Principal at moderately high risk.
FUND FAMILY : Sundaram Mutual Fund FUND CLASS : ELSS
OR
Add to Watchist
Have you invested in these stocks? You can track them better in your Portfolio
ranking by CRISIL

Below average performance in the category

The scheme is ranked 4 in ELSS category by Crisil (for quarter ended Mar 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:
 
View Historic Graph From     To     

Returns (NAV as on 28 Jul, 2016)

Period Returns (%) Rank #
1 mth 6.7 25
3 mth 14.0 21
6 mth 19.6 14
1 year 8.0 21
2 year 16.1 25
3 year 23.2 40
5 year 14.2 17

# Moneycontrol Rank within 102 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

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 6.7 14.0 19.6 8.0 16.1 23.2 14.2
Category avg 6.0 11.6 15.0 4.9 11.5 18.7 10.1
Difference of Fund returns and Category returns 0.7 2.4 4.6 3.1 4.6 4.5 4.1
Best of category 8.6 15.8 21.1 22.6 25.4 33.6 21.0
Worst of category 2.8 -7.3 -7.3 -10.8 4.2 15.0 7.6
Benchmark returns # 7.3 11.3 17.8 5.5 8.4 17.0 10.3
Difference of Fund returns and Benchmark returns -0.6 2.7 1.8 2.5 7.7 6.2 3.9
Sundaram Tax Saver (OE) (D) Review by Crisil - Rating: 2 (Rank 4 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) 1,164.53 (Jun-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 1
8,118.15 12.0 12.8 6.7 30.9 21.0
Reliance Tax Saver (ELSS) (G) Rank 3
4,659.48 10.0 15.2 3.9 32.7 17.7
HDFC Tax Saver (G) Rank 5
4,433.87 12.3 17.6 2.8 23.2 11.6
SBI Magnum Tax Gain (G) Rank 4
4,363.01 10.6 15.1 2.7 23.3 15.0
ICICI Pru Long Term Equity (Tax Svng)-G Rank 3
2,894.41 11.3 12.9 7.2 27.1 15.8
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jun 30, 16)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 57.18 4.91
Ramco Cements Cement 53.80 4.62
Tata Motors Automotive 44.49 3.82
ICICI Bank Banking/Finance 42.39 3.64
ITC Tobacco 38.90 3.34
Bajaj Finance Banking/Finance 35.17 3.02
Infosys Technology 31.79 2.73
Karur Vysya Banking/Finance 30.39 2.61
Yes Bank Banking/Finance 29.70 2.55
Reliance Oil & Gas 28.41 2.44

Full Portfolio

Sector Allocation (Jun 30, 16)

Sector %

1-Year

HighLow

Banking/Finance 25.99 28.59 25.10
Automotive 8.41 10.52 8.07
Engineering 7.56 12.67 7.42
Cement 6.79 6.46 4.88
Manufacturing 6.20 8.23 6.33
Technology 4.98 6.36 3.70

View All Sectors

Asset Allocation (%)(Jun 30, 16)

Equity 97.22
Others 0.24
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 2.55

View All

Concentration

Holdings (%)
Top 5 20.33
Top 10 33.68
Sector (%)
Top 3 41.96

News & Videos

News

Messages & Community

Explore Moneycontrol

Copyright © e-Eighteen.com Ltd. All rights reserved. Reproduction of news articles, photos, videos or any other content in whole or in part in any form or medium without express written permission of moneycontrol.com is prohibited.