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

PLAN: Direct OPTIONS: Dividend
12.457 0.17 (1.38%)

NAV as on 05 Feb, 2016

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 Nov 1999) since it does not fulfill certain eligibility criteria of CRISIL

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Benchmark Index:
 
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Returns (NAV as on 05 Feb, 2016)

Period Returns (%) Rank #
1 mth -7.5 92
3 mth -7.0 63
6 mth -14.4 66
1 year -8.9 60
2 year 20.7 43
3 year 12.2 64
5 year - -

# Moneycontrol Rank within 103 ELSS Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 0.6 -4.2 -7.9 -1.2 -9.9
2014 5.6 14.1 3.4 5.4 31.3
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 -7.5 -7.0 -14.4 -8.9 20.7 12.2 --
Category avg -4.8 -6.0 -12.9 -6.5 18.7 12.7 9.3
Difference of Fund returns and Category returns -2.7 -1.0 -1.5 -2.4 2.0 -0.5 --
Best of category -1.9 1.8 -1.9 1.0 33.4 27.7 21.0
Worst of category -9.1 -11.3 -21.7 -16.3 2.5 4.6 4.0
Benchmark returns # -3.9 -6.6 -13.3 -11.0 13.8 9.2 7.4
Difference of Fund returns and Benchmark returns -3.6 -0.4 -1.1 2.1 6.9 3.0 --
# 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 Dividend
Launch date Jan 01, 2013
Benchmark S&P BSE 200
Asset Size (Rs cr) 15.13 (Sep-30-2015)
Minimum Investment Rs.500
Last Dividend Rs.0.50 (Dec-24-2015) 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
5,771.56 -2.4 -9.6 -0.9 26.2 21.0
SBI Magnum Tax Gain (G) Rank 4
4,769.84 -8.9 -15.3 -9.0 15.5 12.7
HDFC Tax Saver (G) Rank 5
4,720.48 -11.3 -18.5 -15.1 11.8 9.0
Reliance Tax Saver (ELSS) (G) Rank 3
4,269.54 -7.7 -15.2 -14.2 20.4 16.6
ICICI Pru Long Term Equity (Tax Svng)-G Rank 3
2,606.56 -5.1 -7.9 -4.9 18.2 14.4
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Oct 30, 15)

Equity Sector Value
(Rs cr)
Asset %
No Holdings Data Available

Full Portfolio

Sector Allocation (Oct 30, 15)

Sector %

1-Year

HighLow

No Sector Data Available

View All Sectors

Asset Allocation (%)(Oct 30, 15)

Equity 94.77
Others 0.00
Debt 0.24
Mutual Funds N.A
Money Market 1.77
Cash / Call 3.22

View All

Sector (%)
Top 3 N.A.

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