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

PLAN: Direct OPTIONS: Dividend
13.935 0.18 (1.27%)

NAV as on 30 Sep, 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 Jun 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 30 Sep, 2016)

Period Returns (%) Rank #
1 mth 0.5 41
3 mth 8.1 38
6 mth 20.8 24
1 year 17.9 20
2 year 13.6 23
3 year 25.0 37
5 year - -

# Moneycontrol Rank within 104 ELSS Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -8.9 - - - -
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

* 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 0.5 8.1 20.8 17.9 13.6 25.0 --
Category avg -- 7.4 17.5 12.3 9.7 20.1 12.1
Difference of Fund returns and Category returns 0.5 0.7 3.3 5.6 3.9 4.9 --
Best of category 2.8 12.9 29.5 33.0 23.0 35.7 22.5
Worst of category -2.3 -7.3 -7.3 -10.8 2.8 8.3 8.8
Benchmark returns # -0.9 5.9 14.4 11.0 7.0 17.7 12.9
Difference of Fund returns and Benchmark returns 1.4 2.2 6.4 6.9 6.6 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 Dividend
Launch date Jan 01, 2013
Benchmark S&P BSE 200
Asset Size (Rs cr) 19.71 (Jun-30-2016)
Minimum Investment Rs.500
Last Dividend Rs.0.50 (Jun-24-2016) 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 2
8,118.15 5.0 13.8 8.0 30.9 22.5
Axis Long Term Equity - Direct (G) Not Ranked
413.98 5.3 14.5 9.2 32.6 --
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
242.31 7.7 16.9 17.8 35.0 --
Reliance Tax Saver (ELSS) (G) Rank 3
4,659.48 7.5 16.4 16.9 34.0 20.8
HDFC Tax Saver (G) Rank 5
4,433.87 7.5 17.1 10.8 23.9 14.7
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Aug 31, 16)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 67.02 4.90
Ramco Cements Cement 60.02 4.39
Tata Motors Automotive 56.02 4.09
Bajaj Finance Banking/Finance 49.55 3.62
ICICI Bank Banking/Finance 48.62 3.55
ITC Tobacco 44.01 3.22
Yes Bank Banking/Finance 39.15 2.86
M&M Automotive 38.39 2.80
PVR Media 33.98 2.48
Reliance Oil & Gas 33.14 2.42

Full Portfolio

Sector Allocation (Aug 31, 16)

Sector %

1-Year

HighLow

Banking/Finance 27.75 28.59 25.10
Automotive 8.86 10.52 10.12
Manufacturing 6.95 6.96 6.33
Cement 6.71 6.46 6.22
Chemicals 6.39 4.53 3.89
Engineering 5.98 7.52 7.42

View All Sectors

Asset Allocation (%)(Aug 31, 16)

Equity 99.46
Others 0.22
Debt 0.00
Mutual Funds N.A
Money Market 0.53
Cash / Call -0.23

View All

Concentration

Holdings (%)
Top 5 20.55
Top 10 34.33
Sector (%)
Top 3 43.56

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