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

13.947
0.08 (0.57%)
NAV as on Jul-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:
 
View Historic Graph From     To     

Returns (NAV as on Jul-22-2014)

Period Returns (%) Rank #
1 mth 3.7 62
3 mth 17.6 64
6 mth 27.5 61
1 year 34.7 64
2 year 22.1 43
3 year 12.1 33
5 year 12.0 35

# 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 3.7 17.6 27.5 34.7 22.1 12.1 12.0
Category avg 4.2 19.3 29.7 40.0 14.8 7.3 7.3
Difference of Fund returns and Category returns -0.5 -1.7 -2.2 -5.3 7.3 4.8 4.7
Best of category 8.2 33.8 58.0 79.9 37.9 22.4 21.2
Worst of category 1.3 4.1 6.7 14.3 13.3 -0.9 3.4
Benchmark returns # 3.5 15.8 25.4 32.1 23.4 10.9 11.9
Difference of Fund returns and Benchmark returns 0.2 1.8 2.1 2.6 -1.3 1.2 0.1
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 (May-09-2014) 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 (%)
HDFC Tax Saver (G) Rank 4
4,036.36 23.2 40.2 59.1 14.4 18.2
SBI Magnum Tax Gain (G) Rank 3
4,327.68 20.1 32.2 46.2 16.6 14.9
Reliance Tax Saver (ELSS) (G) Rank 2
2,413.63 33.5 57.5 78.8 21.1 21.2
UTI Master Equity Plan (US) Not Ranked
1,428.55 15.5 25.7 33.4 12.4 13.0
Axis Long Term Equity Fund (G) Rank 1
1,310.99 22.6 38.8 57.2 22.4 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jun 30, 14)

Equity Sector Value
(Rs cr)
Asset %
ICICI Bank Banking/Finance 59.73 5.24
Larsen Engineering 59.61 5.23
HDFC Bank Banking/Finance 59.16 5.19
Infosys Technology 49.35 4.33
Reliance Oil & Gas 49.01 4.30
CESC Utilities 42.17 3.70
ITC Tobacco 33.85 2.97
SBI Banking/Finance 33.06 2.90
Tech Mahindra Technology 32.60 2.86
ONGC Oil & Gas 28.15 2.47

Full Portfolio

Sector Allocation (Jun 30, 14)

Sector %

1-Year

HighLow

Banking/Finance 28.83 28.83 22.32
Engineering 10.97 10.97 4.31
Technology 9.72 18.77 9.72
Oil & Gas 8.02 13.58 8.02
Automotive 7.93 10.06 4.76
Metals & Mining 5.30 5.30 0.96

View All Sectors

Asset Allocation (%)(Jun 30, 14)

Equity 99.45
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 0.53

View All

Concentration

Holdings (%)
Top 5 24.29
Top 10 39.19
Sector (%)
Top 3 49.52

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