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Sundaram Tax Saver (OE) - Direct Plan (D)

PLAN: Direct OPTIONS: Dividend
More Plan & Options
15.069 0.36 (2.43%)

NAV as on 18 Dec, 2014

CRISIL MF RANK

Not Ranked

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

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:
 
View Historic Graph From     To     

Returns (NAV as on 18 Dec, 2014)

Period Returns (%) Rank #
1 mth -2.2 61
3 mth 2.9 55
6 mth 15.3 43
1 year 45.0 54
2 year 18.4 74
3 year - -
5 year - -

# Moneycontrol Rank within 90 ELSS Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 5.6 14.1 3.4 - -
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 -2.2 2.9 15.3 45.0 18.4 -- --
Category avg -1.3 3.4 15.8 46.8 21.4 13.9 7.0
Difference of Fund returns and Category returns -0.9 -0.5 -0.5 -1.8 -3.0 -- --
Best of category 2.5 11.5 35.6 87.6 38.1 39.4 22.8
Worst of category -4.0 -3.8 4.4 18.7 10.4 14.1 4.3
Benchmark returns # -2.9 1.1 8.9 35.3 17.9 21.9 9.9
Difference of Fund returns and Benchmark returns 0.7 1.8 6.4 9.7 0.5 -- --
# 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 Dividend
Launch date Jan 01, 2013
Benchmark S&P BSE 200
Asset Size (Rs cr) 8.26 (Sep-30-2014)
Minimum Investment Rs.500
Last Dividend Rs.0.50 (Sep-19-2014) 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 (%)
HDFC Tax Saver - Direct (G) Not Ranked
95.72 2.9 13.0 58.0 -- --
HDFC Tax Saver (G) Rank 4
4,525.59 2.8 12.7 57.1 27.0 15.4
SBI Magnum Tax Gain (G) Rank 3
4,777.58 1.6 13.8 49.6 28.1 13.5
SBI Magnum Tax Gain - Direct (G) Not Ranked
55.91 1.8 14.1 50.3 -- --
Reliance Tax Saver (ELSS) (G) Rank 1
2,940.63 5.4 23.4 86.2 39.4 21.1
* 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 28.83 23.87
Technology 12.55 14.05 9.72
Engineering 10.93 10.97 7.70
Oil & Gas 9.08 10.14 8.02
Automotive 7.09 10.06 7.06
Manufacturing 4.67 4.67 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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