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Sundaram Tax Saver (OE) - Direct Plan (G) SET SMS ALERT

65.546
0.61 (0.94%)
NAV as on Oct-22-2014
NAV as on Oct-22-2014

Fund Family Sundaram Mutual Fund

Fund Class ELSS

ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2014) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Benchmark Index:
 
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Returns (NAV as on Oct-22-2014)

Period Returns (%) Rank #
1 mth -0.5 56
3 mth 5.9 37
6 mth 24.6 53
1 year 40.9 56
2 year - -
3 year - -
5 year - -

# Moneycontrol Rank within 88 ELSS Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 5.6 18.9 6.9 - -
2013 -8.8 -0.1 -4.8 12.2 -0.7

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 -0.5 5.9 24.6 40.9 -- -- --
Category avg -0.1 6.0 26.7 45.3 13.2 10.6 6.5
Difference of Fund returns and Category returns -0.4 -0.1 -2.1 -4.4 -- -- --
Best of category 2.3 12.6 49.0 95.7 37.0 30.5 21.6
Worst of category -2.6 -2.2 2.6 10.3 8.8 8.2 2.6
Benchmark returns # -1.8 3.1 19.4 32.8 18.7 16.5 9.4
Difference of Fund returns and Benchmark returns 1.3 2.8 5.2 8.1 -- -- --
# Benchmark Index: S&P BSE 200

Investment Info

Investment Objective

The objective of the scheme is to achieve capital appreciation by investing in diversified stocks that are generally termed as midcaps.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Jan 01, 2013
Benchmark S&P BSE 200
Asset Size (Rs cr) 6.78 (Jun-30-2014)
Minimum Investment Rs.500
Last Dividend N.A. 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
4,327.68 4.5 26.0 48.8 22.3 13.0
HDFC Tax Saver (G) Rank 3
4,036.36 4.6 29.0 57.6 21.3 15.4
Reliance Tax Saver (ELSS) (G) Rank 1
2,413.63 11.1 48.5 94.3 30.5 20.8
ICICI Pru Tax Plan (G) Rank 2
1,840.90 7.3 30.1 57.9 24.6 17.8
Axis Long Term Equity Fund (G) Rank 1
1,310.99 8.7 32.8 65.1 28.6 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Aug 28, 14)

Equity Sector Value
(Rs cr)
Asset %
ICICI Bank Banking/Finance 65.11 5.41
HDFC Bank Banking/Finance 60.99 5.06
Infosys Technology 55.49 4.61
Reliance Oil & Gas 48.96 4.07
Larsen Engineering 42.15 3.50
CESC Utilities 41.73 3.46
Tech Mahindra Technology 37.81 3.14
ITC Tobacco 36.31 3.02
Ramco Cements Cement 33.41 2.77
SBI Banking/Finance 29.89 2.48

Full Portfolio

Sector Allocation (Aug 28, 14)

Sector %

1-Year

HighLow

Banking/Finance 27.19 28.83 23.71
Engineering 11.07 10.97 4.31
Technology 10.44 17.04 9.72
Oil & Gas 8.78 11.79 8.02
Automotive 7.98 10.06 5.09
Metals & Mining 4.64 5.30 1.99

View All Sectors

Asset Allocation (%)(Aug 28, 14)

Equity 99.33
Others 0.20
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 0.46

View All

Concentration

Holdings (%)
Top 5 22.65
Top 10 37.52
Sector (%)
Top 3 48.70

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