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Sundaram Tax Saver (OE) (G)

PLAN: Regular OPTIONS: Growth
82.507 0.18 (0.22%)

NAV as on 26 Aug, 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

Average performance in the category

The scheme is ranked 3 in ELSS category by Crisil (for quarter ended Jun 2016) up from Rank 4 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 26 Aug, 2016)

Period Returns (%) Rank #
1 mth 1.8 55
3 mth 12.6 25
6 mth 34.2 14
1 year 16.5 24
2 year 14.3 27
3 year 25.7 39
5 year 16.9 19

# Moneycontrol Rank within 101 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

* 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 1.8 12.6 34.2 16.5 14.3 25.7 16.9
Category avg 2.2 10.6 27.0 12.8 10.6 20.6 12.2
Difference of Fund returns and Category returns -0.4 2.0 7.2 3.7 3.7 5.1 4.7
Best of category 6.5 17.3 43.7 34.3 24.8 36.3 23.1
Worst of category 0.3 -7.3 -7.3 -10.8 4.3 15.7 10.7
Benchmark returns # 0.7 8.6 24.7 12.1 7.1 19.2 13.4
Difference of Fund returns and Benchmark returns 1.1 4.0 9.5 4.4 7.2 6.5 3.5
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) 1,164.53 (Jun-30-2016)
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 2
8,118.15 7.7 21.8 9.6 32.7 23.1
Axis Long Term Equity - Direct (G) Not Ranked
413.98 8.0 22.5 10.8 34.4 --
Reliance Tax Saver (ELSS) (G) Rank 3
4,659.48 11.6 31.0 13.9 35.3 21.3
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
242.31 11.8 31.5 14.7 36.3 --
HDFC Tax Saver - Direct (G) Not Ranked
237.73 13.4 31.7 11.0 25.8 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jul 29, 16)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 64.69 4.90
Ramco Cements Cement 57.13 4.33
Tata Motors Automotive 52.74 4.00
ICICI Bank Banking/Finance 49.54 3.76
Bajaj Finance Banking/Finance 47.71 3.62
ITC Tobacco 42.72 3.24
M&M Automotive 39.19 2.97
Yes Bank Banking/Finance 34.87 2.64
PVR Media 32.65 2.48
Reliance Oil & Gas 31.73 2.41

Full Portfolio

Sector Allocation (Jul 29, 16)

Sector %

1-Year

HighLow

Banking/Finance 27.74 28.59 25.10
Automotive 7.90 10.52 10.12
Engineering 7.04 7.52 7.42
Cement 6.56 6.46 6.22
Manufacturing 6.16 6.96 6.33
Oil & Gas 5.17 5.40 4.33

View All Sectors

Asset Allocation (%)(Jul 29, 16)

Equity 97.77
Others 0.23
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 2.02

View All

Concentration

Holdings (%)
Top 5 20.61
Top 10 34.35
Sector (%)
Top 3 42.68

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