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

PLAN: Direct OPTIONS: Growth
90.547 0.16 (0.17%)

NAV as on 29 Mar, 2017

CRISIL MF RANK

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

Average performance in the category

The scheme is ranked 3 in ELSS category by Crisil (for quarter ended Dec 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:
 
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Returns (NAV as on 29 Mar, 2017)

Period Returns (%) Rank #
1 mth 1.8 85
3 mth 15.9 29
6 mth 8.2 35
1 year 31.2 32
2 year 11.9 22
3 year 20.7 33
5 year - -

# Moneycontrol Rank within 111 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 1.8 15.9 8.2 31.2 11.9 20.7 --
Category avg 2.5 13.2 6.6 24.7 7.8 15.3 12.2
Difference of Fund returns and Category returns -0.7 2.7 1.6 6.5 4.1 5.4 --
Best of category 5.0 19.4 14.0 42.9 19.5 28.3 22.9
Worst of category -0.2 -7.3 -7.3 -10.8 -0.5 6.7 8.3
Benchmark returns # 2.9 14.2 7.5 24.3 6.0 14.0 13.5
Difference of Fund returns and Benchmark returns -1.1 1.7 0.7 6.9 5.9 6.7 --
Sundaram Tax Saver (OE) - Direct Plan (G) Review by Crisil - Rating: 3 (Rank 3 out of 5)
# 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 13.5 4.7 19.7 21.7 22.9
Axis Long Term Equity - Direct (G) Rank 4
552.73 13.9 5.2 21.0 23.2 --
Reliance Tax Saver (ELSS) (G) Rank 3
5,579.17 16.7 11.5 30.7 24.6 21.2
Reliance Tax Saver(ELSS)-Direct (G) Rank 3
311.42 17.0 12.0 31.8 25.6 --
HDFC Tax Saver - Direct (G) Rank 4
295.69 15.9 13.4 35.2 19.6 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Feb 28, 17)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 71.67 4.92
Ramco Cements Cement 69.17 4.75
ICICI Bank Banking/Finance 52.08 3.58
ITC Tobacco 45.96 3.16
M&M Automotive 43.65 3.00
Reliance Oil & Gas 37.95 2.61
Yes Bank Banking/Finance 37.53 2.58
PVR Media 37.06 2.55
Bajaj Finance Banking/Finance 37.00 2.54
CESC Utilities 36.02 2.47

Full Portfolio

Sector Allocation (Feb 28, 17)

Sector %

1-Year

HighLow

Banking/Finance 28.67 26.94 25.10
Oil & Gas 8.51 4.49 4.33
Manufacturing 7.64 6.96 6.92
Automotive 7.58 10.52 10.12
Chemicals 6.42 4.53 4.19
Cement 5.58 6.46 6.26

View All Sectors

Asset Allocation (%)(Feb 28, 17)

Equity 96.58
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 3.52
Cash / Call -0.11

View All

Concentration

Holdings (%)
Top 5 19.41
Top 10 32.16
Sector (%)
Top 3 44.82

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