Moneycontrol
SENSEX NIFTY
You are here : Moneycontrol > Mutual Funds > ELSS > Sundaram Mutual Fund > Sundaram Tax Saver (OE) (G)

Sundaram Tax Saver (OE) (G)

PLAN: Regular OPTIONS: Growth
95.347 0.23 (0.24%)

NAV as on 28 Apr, 2017

CRISIL MF RANK

Riskometer

MODERATELY HIGH

MODERATELY HIGH

  • Principal at moderately high risk.
FUND FAMILY : Sundaram Mutual Fund FUND CLASS : ELSS
OR
Add to Watchist
Have you invested in these stocks? You can track them better in your Portfolio
ranking by CRISIL

Average performance in the category

The scheme is ranked 3 in ELSS category by Crisil (for quarter ended Dec 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:
 
View Historic Graph From     To     

Returns (NAV as on 28 Apr, 2017)

Period Returns (%) Rank #
1 mth 6.9 9
3 mth 13.2 21
6 mth 11.2 28
1 year 32.5 23
2 year 15.9 18
3 year 22.5 26
5 year 18.7 20

# Moneycontrol Rank within 107 ELSS Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -5.1 11.3 7.0 -8.6 6.3
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

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 6.9 13.2 11.2 32.5 15.9 22.5 18.7
Category avg 4.8 10.2 8.4 24.9 10.7 15.9 12.7
Difference of Fund returns and Category returns 2.1 3.0 2.8 7.6 5.2 6.6 6.0
Best of category 8.5 16.0 16.6 43.3 25.2 28.4 25.0
Worst of category 1.2 3.8 2.7 16.4 4.2 7.7 9.2
Benchmark returns # 3.2 9.3 8.8 23.0 8.8 14.5 14.0
Difference of Fund returns and Benchmark returns 3.7 3.9 2.4 9.5 7.1 8.0 4.7
Sundaram Tax Saver (OE) (G) Review by Crisil - Rating: 3 (Rank 3 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) 1,386.92 (Mar-31-2017)
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 4
10,675.84 10.7 5.5 20.0 22.2 22.8
Reliance Tax Saver (ELSS) (G) Rank 3
6,327.36 10.4 10.2 28.3 24.7 21.2
HDFC Tax Saver (G) Rank 4
5,359.88 10.3 13.3 33.9 18.6 17.3
SBI Magnum Tax Gain (G) Rank 4
4,920.52 8.5 6.7 20.2 17.6 17.5
ICICI Pru Long Term Equity (Tax Svng)-G Rank 3
3,653.89 8.7 5.5 23.6 19.0 19.7
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Mar 31, 17)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 68.79 4.96
Ramco Cements Cement 64.63 4.66
ICICI Bank Banking/Finance 48.26 3.48
ITC Tobacco 45.49 3.28
M&M Automotive 41.47 2.99
Reliance Oil & Gas 37.45 2.70
Yes Bank Banking/Finance 36.89 2.66
Bajaj Finance Banking/Finance 36.20 2.61
PVR Media 35.78 2.58
Larsen Engineering 34.26 2.47

Full Portfolio

Sector Allocation (Mar 31, 17)

Sector %

1-Year

HighLow

Banking/Finance 27.24 25.10 25.10
Oil & Gas 8.12 4.33 4.33
Automotive 7.39 10.12 10.12
Engineering 6.38 7.52 7.52
Manufacturing 6.27 6.96 6.96
Chemicals 6.10 4.53 4.53

View All Sectors

Asset Allocation (%)(Mar 31, 17)

Equity 97.35
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 2.63

View All

Concentration

Holdings (%)
Top 5 19.37
Top 10 32.39
Sector (%)
Top 3 42.75

News & Videos

News

Messages & Community

Sections
Follow us on
Available On