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SET SMS ALERT Below average performance in the category
The scheme is ranked 4 in ELSS category by Crisil. If you are already invested in this scheme, you may consider switching to a better performing scheme.
View Top ranked funds in this category
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | 3.9 | 21 |
| 3 mth | 2.0 | 28 |
| 6 mth | 4.5 | 26 |
| 1 year | 23.7 | 17 |
| 2 year | 7.5 | 16 |
| 3 year | 6.4 | 27 |
| 5 year | 6.1 | 15 |
# Moneycontrol Rank within 53 ELSS Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2013 | -7.4 | - | - | - | - |
| 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 |
| 2008 | -29.6 | -9.7 | -0.8 | -15.7 | -48.0 |
* Returns over 1 year are Annualised
Fund returns v/s Category average (ELSS)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | 3.9 | 2.0 | 4.5 | 23.7 | 7.5 | 6.4 | 6.1 |
| Category avg | 3.7 | 2.3 | 4.1 | 20.7 | 5.2 | 5.3 | 3.3 |
| Difference of Fund returns and Category returns | 0.2 | -0.3 | 0.4 | 3.0 | 2.3 | 1.1 | 2.8 |
| Best of category | 7.0 | 7.0 | 9.9 | 31.1 | 13.0 | 13.5 | 12.0 |
| Worst of category | 1.1 | -2.1 | -10.2 | -2.0 | -13.3 | -10.1 | -9.0 |
| Benchmark returns # | 4.3 | 3.2 | 7.2 | 23.9 | 5.0 | 5.4 | 3.0 |
| Difference of Fund returns and Benchmark returns | -0.4 | -1.2 | -2.7 | -0.2 | 2.5 | 1.0 | 3.1 |
Investment Objective
To achieve capital appreciation by investing predominantly in equities and equity-related instruments. A lock-in period of 3 years is applicable.
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Growth |
| Launch date | Nov 22, 1999 |
| Benchmark | S&P BSE 200 |
| Asset Size (Rs cr) | 1,380.96 (Mar-30-2013) |
| 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 |
| Entry Load | N.A |
|---|---|
| Exit Load | 0.00% |
| Load Comments | N.A. |
| Regd. Office | Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah, Chennai. , 600 014 |
|---|---|
| Tel. No. | 91 44 28583362, 28583367 |
| Fax No. | 91 44 28583156 |
| sundarammutual@sundarammutual.com | |
| Website | http://www.sundarammutual.com |
| ELSS | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| SBI Magnum Tax Gain (G) | Rank 3 |
4,578.79 | 3.5 | 5.2 | 22.0 | 6.6 | 5.0 |
| HDFC Tax Saver (G) | Rank 4 |
3,490.65 | 0.4 | 3.5 | 15.8 | 5.1 | 9.1 |
| UTI Master Equity Plan (US) | Not Ranked |
1,261.75 | 3.5 | 7.1 | 25.3 | 7.8 | 5.9 |
| Reliance Tax Saver (ELSS) (G) | Rank 3 |
2,036.92 | 4.4 | 3.1 | 17.8 | 8.8 | 9.7 |
| L&T Tax Advantage (G) | Rank 3 |
1,166.81 | 3.1 | 4.1 | 20.4 | 7.4 | 9.1 |
| * Returns over 1 year are Annualised | More » | ||||||
| Equity | Sector | Value (Rs cr) |
Asset % |
|---|---|---|---|
| Cipla | Pharmaceuticals | 67.67 | 5.29 |
| SBI | Banking/Finance | 66.13 | 5.17 |
| Bajaj Finance | Banking/Finance | 55.77 | 4.36 |
| Reliance | Oil & Gas | 55.26 | 4.32 |
| Larsen | Engineering | 51.93 | 4.06 |
| Mahindra Satyam | Technology | 50.91 | 3.98 |
| ICICI Bank | Banking/Finance | 47.46 | 3.71 |
| Bharti Airtel | Telecom | 46.30 | 3.62 |
| Karur Vysya | Banking/Finance | 43.23 | 3.38 |
| IndusInd Bank | Banking/Finance | 39.91 | 3.12 |
| Sector | % | 1-Year HighLow |
|
|---|---|---|---|
| Banking/Finance | 32.35 | 33.34 | 21.32 |
| Oil & Gas | 14.01 | 18.67 | 9.98 |
| Technology | 12.75 | 15.63 | 10.89 |
| Engineering | 7.09 | 7.89 | 6.42 |
| Pharmaceuticals | 6.31 | 8.14 | 6.29 |
| Automotive | 4.94 | 4.94 | 1.81 |
| Equity | 98.45 |
| Others | 0.00 |
| Debt | 0.00 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 1.56 |
| Holdings | (%) |
|---|---|
| Top 5 | 23.20 |
| Top 10 | 41.01 |
| Sector | (%) |
|---|---|
| Top 3 | 59.11 |
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