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Sundaram Tax Saver (OE) (D)

PLAN: Regular OPTIONS: Dividend
14.802 0.03 (0.18%)

NAV as on 26 May, 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

Below average performance in the category

The scheme is ranked 4 in ELSS category by Crisil (for quarter ended Mar 2014) up from Rank 5 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 26 May, 2015)

Period Returns (%) Rank #
1 mth 3.6 46
3 mth -3.2 56
6 mth 2.8 55
1 year 26.2 52
2 year 24.0 66
3 year 22.4 38
5 year 12.9 30

# Moneycontrol Rank within 95 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 3.6 -3.2 2.8 26.2 24.0 22.4 12.9
Category avg 3.6 -2.5 4.1 27.1 25.2 21.0 11.5
Difference of Fund returns and Category returns 0.0 -0.7 -1.3 -0.9 -1.2 1.4 1.4
Best of category 6.4 4.8 13.5 56.8 43.0 36.3 23.9
Worst of category 0.4 -7.4 -2.9 9.7 7.6 11.5 5.1
Benchmark returns # 2.4 -2.6 1.1 16.7 19.6 20.0 11.0
Difference of Fund returns and Benchmark returns 1.2 -0.6 1.7 9.5 4.4 2.4 1.9
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) 1,227.94 (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 (%)
Axis Long Term Equity Fund (G) Rank 1
4,161.99 0.1 9.8 45.0 36.3 23.6
Axis Long Term Equity - Direct (G) Not Ranked
83.73 0.3 10.5 47.0 -- --
HDFC Tax Saver (G) Rank 5
5,000.51 -4.9 -2.6 17.6 23.4 13.9
HDFC Tax Saver - Direct (G) Not Ranked
146.68 -4.8 -2.4 18.1 -- --
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
107.42 -5.9 2.8 38.1 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Apr 30, 15)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 58.31 5.10
ICICI Bank Banking/Finance 50.80 4.45
Bajaj Finance Banking/Finance 43.78 3.83
Sun Pharma Pharmaceuticals 43.51 3.81
Larsen Engineering 37.52 3.28
Axis Bank Banking/Finance 33.80 2.96
Ramco Cements Cement 30.64 2.68
Yes Bank Banking/Finance 30.05 2.63
IndusInd Bank Banking/Finance 28.83 2.52
UPL Chemicals 28.21 2.47

Full Portfolio

Sector Allocation (Apr 30, 15)

Sector %

1-Year

HighLow

Banking/Finance 30.75 51.68 23.87
Engineering 13.26 23.20 10.44
Manufacturing 8.33 9.44 2.64
Automotive 7.55 14.62 6.59
Pharmaceuticals 4.84 5.80 2.88
Oil & Gas 4.44 16.88 4.44

View All Sectors

Asset Allocation (%)(Apr 30, 15)

Equity 94.22
Others 0.10
Debt 0.27
Mutual Funds N.A
Money Market 6.02
Cash / Call -0.58

View All

Concentration

Holdings (%)
Top 5 20.47
Top 10 33.73
Sector (%)
Top 3 52.34

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