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Sundaram Tax Saver (OE) (G)

PLAN: Regular OPTIONS: Growth
70.417 0.26 (0.38%)

NAV as on 21 Nov, 2014

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

Relatively Weak performance in the category

The scheme is ranked 5 in ELSS category by Crisil (for quarter ended Mar 2014) rank unchanged from last quarter. If you are invested in this scheme, its time to switch to a better performing scheme.

View Top ranked funds in this category

Benchmark Index:
 
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Returns (NAV as on 21 Nov, 2014)

Period Returns (%) Rank #
1 mth 8.1 24
3 mth 10.8 37
6 mth 23.4 42
1 year 53.9 54
2 year 24.6 42
3 year 23.2 31
5 year 11.1 36

# Moneycontrol Rank within 90 ELSS Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 5.5 18.8 6.8 - -
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
2010 -4.2 1.8 14.7 -2.4 11.4
2009 -10.2 43.6 22.9 -0.2 67.7

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 8.1 10.8 23.4 53.9 24.6 23.2 11.1
Category avg 7.0 10.4 23.9 55.1 15.5 13.0 6.9
Difference of Fund returns and Category returns 1.1 0.4 -0.5 -1.2 9.1 10.2 4.2
Best of category 10.5 19.9 42.0 105.0 41.4 37.0 23.2
Worst of category 2.6 2.1 13.0 21.5 12.6 13.6 3.9
Benchmark returns # 7.3 7.8 17.6 45.0 23.5 21.5 10.3
Difference of Fund returns and Benchmark returns 0.8 3.0 5.8 8.9 1.1 1.7 0.8
Sundaram Tax Saver (OE) (G) Review by Crisil - Rating: 1 (Rank 5 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) 1,190.75 (Sep-30-2014)
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

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 (%)
SBI Magnum Tax Gain (G) Rank 3
4,777.58 8.5 25.5 61.2 27.2 14.1
SBI Magnum Tax Gain - Direct (G) Not Ranked
55.91 8.7 25.8 61.9 -- --
HDFC Tax Saver (G) Rank 4
4,525.59 8.7 21.4 67.4 26.1 15.9
HDFC Tax Saver - Direct (G) Not Ranked
95.72 8.8 21.7 68.3 -- --
Reliance Tax Saver (ELSS) (G) Rank 1
2,940.63 16.1 34.2 103.5 37.0 21.7
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Oct 31, 14)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 66.20 5.38
Infosys Technology 62.46 5.08
Larsen Engineering 45.71 3.72
ICICI Bank Banking/Finance 42.29 3.44
CESC Utilities 40.68 3.31
Tech Mahindra Technology 40.28 3.27
Reliance Oil & Gas 39.02 3.17
ITC Tobacco 36.30 2.95
Ramco Cements Cement 34.48 2.80
Bajaj Finance Banking/Finance 33.70 2.74

Full Portfolio

Sector Allocation (Oct 31, 14)

Sector %

1-Year

HighLow

Banking/Finance 25.01 47.74 24.20
Technology 12.55 24.95 9.72
Engineering 10.93 21.61 4.31
Oil & Gas 9.08 18.04 8.02
Automotive 7.09 14.13 5.69
Manufacturing 4.67 9.18 1.00

View All Sectors

Asset Allocation (%)(Oct 31, 14)

Equity 99.33
Others 0.31
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 0.36

View All

Concentration

Holdings (%)
Top 5 20.93
Top 10 35.86
Sector (%)
Top 3 48.49

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