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Sundaram Tax Saver (OE) (G) SET SMS ALERT

65.213
1.77 (2.64%)
NAV as on Sep-16-2014
NAV as on Sep-16-2014

Fund Family Sundaram Mutual Fund

Fund Class ELSS

ranking by CRISIL

Relatively Weak performance in the category

The scheme is ranked 5 in ELSS category by Crisil (for quarter ended Mar 2014) rank unchanged from last quarter. If you are invested in this scheme, its time to switch to a better performing scheme.

View Top ranked funds in this category

Benchmark Index:
 
View Historic Graph From     To     

Returns (NAV as on Sep-16-2014)

Period Returns (%) Rank #
1 mth 4.8 36
3 mth 8.6 44
6 mth 32.1 54
1 year 49.2 56
2 year 21.3 40
3 year 18.3 28
5 year 10.1 37

# Moneycontrol Rank within 88 ELSS Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 5.5 18.8 - - -
2013 -7.4 -0.1 -4.8 12.1 0.6
2012 17.4 -2.7 10.0 4.1 34.3
2011 -10.2 -3.2 -8.8 -6.7 -25.9
2010 -4.2 1.8 14.7 -2.4 11.4
2009 -10.2 43.6 22.9 -0.2 67.7

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 4.8 8.6 32.1 49.2 21.3 18.3 10.1
Category avg 4.4 8.9 32.6 53.8 14.1 10.4 6.6
Difference of Fund returns and Category returns 0.4 -0.3 -0.5 -4.6 7.2 7.9 3.5
Best of category 9.7 19.5 58.1 103.0 38.4 28.7 20.9
Worst of category -0.7 1.6 9.2 19.6 11.4 7.6 3.5
Benchmark returns # 1.5 5.7 25.5 40.8 20.2 15.7 9.7
Difference of Fund returns and Benchmark returns 3.3 2.9 6.6 8.4 1.1 2.6 0.4
Sundaram Tax Saver (OE) (G) Review by Crisil - Rating: 1 (Rank 5 out of 5)
# Benchmark Index: S&P BSE 200

Investment Info

Investment Objective

To achieve capital appreciation by investing predominantly in equities and equity-related instruments. A lock-in period of 3 years is applicable.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Nov 22, 1999
Benchmark S&P BSE 200
Asset Size (Rs cr) 1,139.83 (Jun-30-2014)
Minimum Investment Rs.500
Last Dividend Rs.5.00 (Jan-28-2005) View Dividend History
Bonus N.A.
Fund Manager Srividhya Rajesh / 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 - Direct (G) Not Ranked
44.01 9.0 34.0 59.8 -- --
SBI Magnum Tax Gain (G) Rank 3
4,327.68 8.8 33.7 59.0 22.2 13.7
HDFC Tax Saver - Direct (G) Not Ranked
74.77 6.4 43.2 71.4 -- --
HDFC Tax Saver (G) Rank 3
4,036.36 6.3 42.8 70.4 21.1 16.4
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
25.60 14.2 58.1 103.0 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jul 31, 14)

Equity Sector Value
(Rs cr)
Asset %
ICICI Bank Banking/Finance 61.53 5.26
HDFC Bank Banking/Finance 60.30 5.15
Infosys Technology 51.92 4.44
Reliance Oil & Gas 49.34 4.22
Larsen Engineering 41.50 3.55
CESC Utilities 40.68 3.48
ITC Tobacco 36.39 3.11
Tech Mahindra Technology 34.41 2.94
SBI Banking/Finance 29.63 2.53
Ramco Cements Cement 28.44 2.43

Full Portfolio

Sector Allocation (Jul 31, 14)

Sector %

1-Year

HighLow

Banking/Finance 27.58 28.83 22.44
Engineering 10.44 10.97 4.31
Technology 10.12 17.04 9.72
Oil & Gas 8.58 11.79 8.02
Automotive 7.61 10.06 5.09
Metals & Mining 4.76 5.30 0.96

View All Sectors

Asset Allocation (%)(Jul 31, 14)

Equity 97.64
Others 0.08
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 2.38

View All

Concentration

Holdings (%)
Top 5 22.62
Top 10 37.11
Sector (%)
Top 3 48.14

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