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

PLAN: Direct OPTIONS: Growth
88.566 0.15 (0.17%)

NAV as on 23 Feb, 2017

CRISIL MF RANK

Not Ranked

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

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Dec 2016) 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 23 Feb, 2017)

Period Returns (%) Rank #
1 mth 7.1 19
3 mth 13.3 8
6 mth 6.5 33
1 year 39.6 23
2 year 8.6 23
3 year 23.6 27
5 year - -

# Moneycontrol Rank within 109 ELSS Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -5.1 11.4 7.1 -8.5 6.6
2015 3.9 -0.9 -4.5 2.5 3.5
2014 5.6 18.9 6.9 8.9 46.2
2013 -8.8 -0.1 -4.8 12.2 -0.7

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 7.1 13.3 6.5 39.6 8.6 23.6 --
Category avg 5.9 10.5 4.7 29.2 5.5 17.6 11.6
Difference of Fund returns and Category returns 1.2 2.8 1.8 10.4 3.1 6.0 --
Best of category 9.0 16.7 13.4 51.3 18.2 32.0 21.4
Worst of category 2.1 -7.3 -7.3 -10.8 -1.9 6.3 8.0
Benchmark returns # 6.7 12.0 4.7 29.3 3.4 16.3 11.8
Difference of Fund returns and Benchmark returns 0.4 1.3 1.8 10.3 5.2 7.3 --
# 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) 24.02 (Dec-31-2016)
Minimum Investment Rs.500
Last Dividend N.A. 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 4
9,956.36 8.2 0.3 19.5 23.8 21.1
Axis Long Term Equity - Direct (G) Not Ranked
552.73 8.5 0.9 20.8 25.4 --
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
311.42 12.9 8.1 38.8 30.4 --
Reliance Tax Saver (ELSS) (G) Rank 3
5,579.17 12.7 7.6 37.6 29.4 20.4
HDFC Tax Saver - Direct (G) Not Ranked
295.69 11.7 9.8 42.7 22.3 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jan 31, 17)

Equity Sector Value
(Rs cr)
Asset %
Ramco Cements Cement 73.03 5.28
Ramco Cements Cement 73.03 5.28
HDFC Bank Banking/Finance 66.34 4.80
HDFC Bank Banking/Finance 66.34 4.80
ICICI Bank Banking/Finance 50.68 3.67
ICICI Bank Banking/Finance 50.68 3.67
ITC Tobacco 45.24 3.27
ITC Tobacco 45.24 3.27
Tata Motors Automotive 41.52 3.00
Tata Motors Automotive 41.52 3.00

Full Portfolio

Sector Allocation (Jan 31, 17)

Sector %

1-Year

HighLow

Banking/Finance 56.88 28.59 25.10
Automotive 17.34 10.52 10.12
Oil & Gas 16.10 5.40 4.33
Manufacturing 14.92 6.96 6.33
Chemicals 13.62 4.53 3.89
Cement 12.26 6.46 6.22

View All Sectors

Asset Allocation (%)(Jan 31, 17)

Equity 97.92
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 2.77
Cash / Call -0.69

View All

Concentration

Holdings (%)
Top 5 23.83
Top 10 40.04
Sector (%)
Top 3 90.32

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