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Sundaram Tax Saver (OE) - Direct Plan (G)

PLAN: Direct OPTIONS: Growth
76.698 0.54 (0.71%)

NAV as on 29 Jul, 2015

CRISIL MF RANK

Not Ranked

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

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2015) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Benchmark Index:
 
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Returns (NAV as on 29 Jul, 2015)

Period Returns (%) Rank #
1 mth 3.3 27
3 mth 7.5 6
6 mth 1.5 29
1 year 25.2 31
2 year 33.0 48
3 year - -
5 year - -

# Moneycontrol Rank within 95 ELSS Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 3.9 -0.9 - - -
2014 5.6 18.9 6.9 8.9 -
2013 -8.8 -0.1 -4.8 12.2 -0.7

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 3.3 7.5 1.5 25.2 33.0 -- --
Category avg 2.6 4.6 0.1 20.6 30.4 20.5 10.3
Difference of Fund returns and Category returns 0.7 2.9 1.4 4.6 2.6 -- --
Best of category 5.3 8.9 7.2 42.3 52.9 34.8 21.8
Worst of category -1.6 -1.1 -6.1 6.7 13.6 11.9 3.1
Benchmark returns # 1.3 3.5 -2.6 12.0 24.9 19.0 9.2
Difference of Fund returns and Benchmark returns 2.0 4.0 4.1 13.2 8.1 -- --
# Benchmark Index: S&P BSE 200

Investment Info

Investment Objective

The objective of the scheme is to achieve capital appreciation by investing in diversified stocks that are generally termed as midcaps.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Jan 01, 2013
Benchmark S&P BSE 200
Asset Size (Rs cr) 13.85 (Jun-30-2015)
Minimum Investment Rs.500
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager 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
4,996.45 4.0 2.5 29.8 34.8 21.8
Reliance Tax Saver (ELSS) (G) Rank 2
4,294.44 -1.1 -6.1 23.0 30.3 17.7
HDFC Tax Saver (G) Rank 5
4,794.98 1.3 -5.1 12.3 22.9 12.0
SBI Magnum Tax Gain (G) Rank 3
4,788.51 5.2 0.3 20.6 25.2 14.0
ICICI Pru Tax Plan (G) Rank 3
2,529.16 4.1 -1.1 17.4 26.4 15.1
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jun 30, 15)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 0.70 5.03
Bajaj Finance Banking/Finance 0.60 4.30
ICICI Bank Banking/Finance 0.55 4.00
Larsen Engineering 0.50 3.62
Ramco Cements Cement 0.43 3.11
Axis Bank Banking/Finance 0.42 3.01
Karur Vysya Banking/Finance 0.37 2.70
Mahindra CIE Manufacturing 0.36 2.59
Yes Bank Banking/Finance 0.35 2.56
Reliance Oil & Gas 0.35 2.55

Full Portfolio

Sector Allocation (Jun 30, 15)

Sector %

1-Year

HighLow

Banking/Finance 29.89 51.68 25.01
Engineering 12.97 23.20 10.44
Manufacturing 8.58 9.44 3.42
Automotive 8.20 14.62 6.59
Oil & Gas 5.37 16.88 4.44
Pharmaceuticals 5.15 6.01 2.88

View All Sectors

Asset Allocation (%)(Jun 30, 15)

Equity 96.83
Others 1.11
Debt 0.22
Mutual Funds N.A
Money Market 1.89
Cash / Call -0.09

View All

Concentration

Holdings (%)
Top 5 20.06
Top 10 33.47
Sector (%)
Top 3 51.44

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