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Sundaram Tax Saver (OE) (D)

PLAN: Regular OPTIONS: Dividend
14.828 0.05 (0.32%)

NAV as on 02 Jul, 2015

CRISIL MF RANK

Scheme Risk Grade

  HIGH RISK

HIGH RISK

  • For investors looking at long term capital growth investments.
  • Ideal for people who wish to benefit from potentially higher returns and have the risk appetite for the same.
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 2015) up from Rank 5 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 02 Jul, 2015)

Period Returns (%) Rank #
1 mth 5.7 4
3 mth - 14
6 mth 4.6 39
1 year 20.7 41
2 year 29.8 61
3 year 21.5 34
5 year 12.3 31

# Moneycontrol Rank within 95 ELSS Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 0.4 - - - -
2014 5.5 14.0 3.2 5.3 -
2013 -7.4 -0.1 -4.8 12.1 0.6
2012 17.5 -2.7 10.0 4.1 34.3
2011 -10.2 -3.2 -8.8 -6.7 -25.9
2010 -25.0 1.8 14.7 -14.1 -23.3

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 5.7 -- 4.6 20.7 29.8 21.5 12.3
Category avg 4.0 -1.7 3.3 18.5 28.9 19.7 10.7
Difference of Fund returns and Category returns 1.7 -- 1.3 2.2 0.9 1.8 1.6
Best of category 6.4 3.3 13.1 39.5 47.4 33.9 22.3
Worst of category 0.9 -5.0 -3.5 0.8 12.4 11.0 4.1
Benchmark returns # 2.6 -2.0 1.9 11.4 22.9 18.2 9.7
Difference of Fund returns and Benchmark returns 3.1 -- 2.7 9.3 6.9 3.3 2.6
Sundaram Tax Saver (OE) (D) 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 Dividend
Launch date Nov 22, 1999
Benchmark S&P BSE 200
Asset Size (Rs cr) 1,227.94 (Mar-31-2015)
Minimum Investment Rs.500
Last Dividend Rs.0.50 (Jun-19-2015) 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
4,161.99 -2.3 6.2 30.6 33.9 22.3
Axis Long Term Equity - Direct (G) Not Ranked
83.73 -2.1 6.8 32.3 -- --
HDFC Tax Saver (G) Rank 5
5,000.51 -2.6 -2.7 7.9 21.8 12.8
HDFC Tax Saver - Direct (G) Not Ranked
146.68 -2.5 -2.5 8.3 -- --
SBI Magnum Tax Gain - Direct (G) Not Ranked
84.46 -0.3 7.3 21.6 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (May 29, 15)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 60.93 5.14
ICICI Bank Banking/Finance 48.67 4.10
Sun Pharma Pharmaceuticals 44.78 3.78
Bajaj Finance Banking/Finance 40.85 3.44
Larsen Engineering 39.71 3.35
Axis Bank Banking/Finance 37.23 3.14
Ramco Cements Cement 32.31 2.72
Yes Bank Banking/Finance 31.59 2.66
IndusInd Bank Banking/Finance 30.59 2.58
UPL Chemicals 30.21 2.55

Full Portfolio

Sector Allocation (May 29, 15)

Sector %

1-Year

HighLow

Banking/Finance 30.91 51.68 23.87
Engineering 11.82 23.20 10.44
Manufacturing 8.21 9.44 3.42
Automotive 8.18 14.62 6.59
Pharmaceuticals 6.01 6.01 2.88
Oil & Gas 4.68 16.88 4.44

View All Sectors

Asset Allocation (%)(May 29, 15)

Equity 95.22
Others 5.07
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call -0.29

View All

Concentration

Holdings (%)
Top 5 19.81
Top 10 33.46
Sector (%)
Top 3 50.94

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