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

PLAN: Direct OPTIONS: Growth
77.091 0.24 (0.31%)

NAV as on 05 Mar, 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 2014) 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 05 Mar, 2015)

Period Returns (%) Rank #
1 mth 4.0 62
3 mth 8.5 47
6 mth 14.7 50
1 year 57.8 48
2 year 28.8 71
3 year - -
5 year - -

# Moneycontrol Rank within 94 ELSS Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
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 4.0 8.5 14.7 57.8 28.8 -- --
Category avg 4.8 8.1 15.0 55.5 31.0 22.1 12.8
Difference of Fund returns and Category returns -0.8 0.4 -0.3 2.3 -2.2 -- --
Best of category 8.2 14.3 29.9 98.1 51.8 38.0 25.4
Worst of category -1.5 0.5 2.2 18.8 17.1 14.9 6.1
Benchmark returns # 3.1 5.4 12.2 47.1 25.9 19.9 11.5
Difference of Fund returns and Benchmark returns 0.9 3.1 2.5 10.7 2.9 -- --
# 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) 9.64 (Dec-31-2014)
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 (%)
SBI Magnum Tax Gain (G) Rank 3
4,936.06 10.2 14.9 58.8 27.6 15.6
SBI Magnum Tax Gain - Direct (G) Not Ranked
66.47 10.4 15.2 59.6 -- --
HDFC Tax Saver (G) Rank 4
4,794.48 2.9 9.1 60.3 23.7 15.7
HDFC Tax Saver - Direct (G) Not Ranked
115.70 3.0 9.3 61.0 -- --
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
58.71 9.1 20.6 98.1 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jan 30, 15)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 65.28 5.15
Infosys Technology 64.66 5.10
ICICI Bank Banking/Finance 54.98 4.33
Bajaj Finance Banking/Finance 44.56 3.51
Larsen Engineering 43.36 3.42
CESC Utilities 40.95 3.23
Tech Mahindra Technology 39.05 3.08
Ramco Cements Cement 36.36 2.87
Axis Bank Banking/Finance 31.17 2.46
Yes Bank Banking/Finance 30.88 2.43

Full Portfolio

Sector Allocation (Jan 30, 15)

Sector %

1-Year

HighLow

Banking/Finance 29.41 51.68 25.01
Engineering 11.59 23.20 7.70
Technology 10.91 25.44 9.72
Manufacturing 8.01 9.44 1.00
Automotive 6.75 14.62 6.59
Oil & Gas 5.26 16.88 7.26

View All Sectors

Asset Allocation (%)(Jan 30, 15)

Equity 99.02
Others 0.00
Debt 0.29
Mutual Funds N.A
Money Market 1.07
Cash / Call -0.37

View All

Concentration

Holdings (%)
Top 5 21.51
Top 10 35.58
Sector (%)
Top 3 51.91

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