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Sundaram Tax Saver (OE) (G)

PLAN: Regular OPTIONS: Growth
75.361 1.28 (1.67%)

NAV as on 24 Jun, 2016

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 Mar 2016) 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 24 Jun, 2016)

Period Returns (%) Rank #
1 mth 4.3 5
3 mth 10.4 16
6 mth 3.4 17
1 year 2.2 21
2 year 12.1 31
3 year 20.1 48
5 year 12.6 17

# Moneycontrol Rank within 100 ELSS Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -5.1 - - - -
2015 3.7 -1.0 -4.6 2.4 3.1
2014 5.5 18.8 6.8 8.8 45.7
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

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 4.3 10.4 3.4 2.2 12.1 20.1 12.6
Category avg 2.5 7.8 0.8 -0.6 9.1 17.2 9.2
Difference of Fund returns and Category returns 1.8 2.6 2.6 2.8 3.0 2.9 3.4
Best of category 5.4 14.3 10.2 16.4 25.6 30.0 19.4
Worst of category 0.7 -7.3 -13.2 -10.8 -0.7 13.2 5.7
Benchmark returns # 4.3 6.8 2.2 -2.2 5.0 15.2 8.7
Difference of Fund returns and Benchmark returns 0.0 3.6 1.2 4.4 7.1 4.9 3.9
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) 1,681.56 (Mar-31-2016)
Minimum Investment Rs.500
Last Dividend Rs.5.00 (Jan-28-2005) 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 1
6,664.75 6.2 0.5 -0.9 28.5 19.4
Axis Long Term Equity - Direct (G) Not Ranked
293.00 6.5 1.0 0.2 30.0 --
Reliance Tax Saver (ELSS) (G) Rank 3
13,525.88 6.4 -1.4 -3.7 27.3 16.4
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
545.08 6.6 -1.1 -3.1 28.2 --
HDFC Tax Saver - Direct (G) Not Ranked
198.86 8.3 -0.5 -3.8 21.1 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (May 31, 16)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 62.46 5.18
Ramco Cements Cement 52.32 4.34
Tata Motors Automotive 51.28 4.25
ICICI Bank Banking/Finance 46.10 3.82
ITC Tobacco 39.60 3.28
Infosys Technology 36.26 3.01
Bajaj Finance Banking/Finance 36.13 3.00
UPL Chemicals 31.61 2.62
Karur Vysya Banking/Finance 30.17 2.50
Reliance Oil & Gas 29.95 2.48

Full Portfolio

Sector Allocation (May 31, 16)

Sector %

1-Year

HighLow

Banking/Finance 25.10 29.89 25.10
Automotive 10.12 10.52 8.07
Engineering 7.52 12.97 7.42
Cement 6.46 6.46 4.45
Technology 6.36 6.36 3.09
Manufacturing 5.91 8.58 6.33

View All Sectors

Asset Allocation (%)(May 31, 16)

Equity 97.90
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 2.09

View All

Concentration

Holdings (%)
Top 5 20.87
Top 10 34.48
Sector (%)
Top 3 42.74

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