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

PLAN: Direct OPTIONS: Growth
83.470 0.33 (0.39%)

NAV as on 19 Jan, 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 Sep 2016) since it does not fulfill certain eligibility criteria of CRISIL

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Benchmark Index:
 
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Returns (NAV as on 19 Jan, 2017)

Period Returns (%) Rank #
1 mth 6.3 3
3 mth -4.2 55
6 mth 3.6 42
1 year 23.5 24
2 year 6.4 15
3 year 20.3 34
5 year - -

# Moneycontrol Rank within 107 ELSS Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -5.1 - - - -
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 6.3 -4.2 3.6 23.5 6.4 20.3 --
Category avg 4.7 -4.0 3.0 17.5 3.6 16.3 12.6
Difference of Fund returns and Category returns 1.6 -0.2 0.6 6.0 2.8 4.0 --
Best of category 7.5 0.9 10.7 31.3 17.2 29.9 22.4
Worst of category 2.3 -7.4 -7.3 -10.8 -2.8 5.5 8.4
Benchmark returns # 4.4 -3.3 1.0 17.5 1.4 13.2 12.8
Difference of Fund returns and Benchmark returns 1.9 -0.9 2.6 6.0 5.0 7.1 --
# 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) 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 3
9,956.36 -6.2 -2.9 9.1 22.1 21.6
Reliance Tax Saver (ELSS) (G) Rank 3
5,579.17 -2.1 5.8 22.2 27.3 22.0
HDFC Tax Saver (G) Rank 5
4,970.51 0.7 7.5 25.7 19.6 15.9
SBI Magnum Tax Gain (G) Rank 4
4,650.56 -4.3 1.0 15.2 17.8 17.0
ICICI Pru Long Term Equity (Tax Svng)-G Rank 3
3,369.59 -4.7 1.9 15.1 19.4 18.3
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Nov 30, 16)

Equity Sector Value
(Rs cr)
Asset %
Ramco Cements Cement 63.41 4.82
HDFC Bank Banking/Finance 61.85 4.71
ICICI Bank Banking/Finance 50.04 3.81
ITC Tobacco 39.34 2.99
Tata Motors Automotive 37.15 2.83
M&M Automotive 34.18 2.60
PVR Media 32.88 2.50
Bajaj Finance Banking/Finance 30.71 2.34
Reliance Oil & Gas 30.52 2.32
Yes Bank Banking/Finance 30.33 2.31

Full Portfolio

Sector Allocation (Nov 30, 16)

Sector %

1-Year

HighLow

Banking/Finance 28.43 28.59 25.10
Automotive 8.92 10.52 10.12
Manufacturing 7.37 6.96 6.33
Cement 6.99 6.46 6.22
Chemicals 6.47 4.53 3.89
Oil & Gas 6.30 5.40 4.33

View All Sectors

Asset Allocation (%)(Nov 30, 16)

Equity 99.43
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.80
Cash / Call -0.24

View All

Concentration

Holdings (%)
Top 5 19.16
Top 10 31.23
Sector (%)
Top 3 44.72

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