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Sundaram Tax Saver (OE) (G)

PLAN: Regular OPTIONS: Growth
71.072 1.11 (1.59%)

NAV as on 03 Sep, 2015

CRISIL MF RANK

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

Below average performance in the category

The scheme is ranked 4 in ELSS category by Crisil (for quarter ended Nov 1999) rank unchanged from last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

View Top ranked funds in this category

Benchmark Index:
 
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Returns (NAV as on 03 Sep, 2015)

Period Returns (%) Rank #
1 mth -9.0 81
3 mth 0.2 38
6 mth -6.8 53
1 year 8.0 52
2 year 31.1 59
3 year 19.0 35
5 year 9.0 33

# Moneycontrol Rank within 95 ELSS Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 3.7 -1.0 - - -
2014 5.5 18.8 6.8 8.8 -
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

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 -9.0 0.2 -6.8 8.0 31.1 19.0 9.0
Category avg -8.1 -1.6 -8.9 6.8 30.3 18.0 8.5
Difference of Fund returns and Category returns -0.9 1.8 2.1 1.2 0.8 1.0 0.5
Best of category -3.9 4.1 -1.4 25.4 50.0 32.3 20.2
Worst of category -10.5 -8.1 -15.9 -6.4 11.5 8.9 1.3
Benchmark returns # -8.0 -2.7 -11.1 -- 24.8 16.1 7.1
Difference of Fund returns and Benchmark returns -1.0 2.9 4.3 8.0 6.3 2.9 1.9
Sundaram Tax Saver (OE) (G) Review by Crisil - Rating: 2 (Rank 4 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) 1,155.75 (Jun-30-2015)
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 (%)
Axis Long Term Equity Fund (G) Rank 1
4,996.45 2.1 -4.0 18.2 32.3 20.2
Axis Long Term Equity - Direct (G) Not Ranked
133.29 2.3 -3.5 19.8 -- --
HDFC Tax Saver - Direct (G) Not Ranked
172.28 -3.4 -11.2 -1.2 -- --
HDFC Tax Saver (G) Rank 5
4,794.98 -3.5 -11.4 -1.6 20.0 9.1
SBI Magnum Tax Gain (G) Rank 3
4,788.51 -1.1 -6.3 8.3 22.6 12.1
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jul 31, 15)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 61.89 4.98
ICICI Bank Banking/Finance 46.39 3.73
Bajaj Finance Banking/Finance 42.99 3.46
Ramco Cements Cement 40.73 3.28
Larsen Engineering 38.51 3.10
Axis Bank Banking/Finance 36.47 2.94
Infosys Technology 32.35 2.60
Karur Vysya Banking/Finance 31.70 2.55
Reliance Oil & Gas 30.13 2.43
SRF Manufacturing 29.90 2.41

Full Portfolio

Sector Allocation (Jul 31, 15)

Sector %

1-Year

HighLow

Banking/Finance 28.56 51.68 25.01
Engineering 12.67 23.20 10.93
Manufacturing 8.23 9.44 4.67
Automotive 8.07 14.62 6.59
Oil & Gas 5.57 18.04 4.44
Pharmaceuticals 5.43 8.29 2.95

View All Sectors

Asset Allocation (%)(Jul 31, 15)

Equity 96.15
Others 3.81
Debt 0.22
Mutual Funds N.A
Money Market 0.00
Cash / Call -0.16

View All

Concentration

Holdings (%)
Top 5 18.55
Top 10 31.48
Sector (%)
Top 3 49.46

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