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

13.766
0.14 (0.97%)
NAV as on Jul-28-2014

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:
 
View Historic Graph From     To     

Returns (NAV as on Jul-28-2014)

Period Returns (%) Rank #
1 mth -0.7 65
3 mth 17.5 79
6 mth 30.6 67
1 year 38.2 76
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 14.1 - - -
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 -0.7 17.5 30.6 38.2 -- -- --
Category avg 0.4 20.4 33.3 45.8 14.1 7.6 6.8
Difference of Fund returns and Category returns -1.1 -2.9 -2.7 -7.6 -- -- --
Best of category 4.3 30.2 58.2 88.0 37.0 23.1 19.7
Worst of category -4.8 6.0 10.4 21.3 14.2 0.4 2.8
Benchmark returns # 1.3 17.7 31.3 39.3 22.6 11.8 11.0
Difference of Fund returns and Benchmark returns -2.0 -0.2 -0.7 -1.1 -- -- --
# 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 Dividend
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 Rs.0.50 (May-09-2014) 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 (G) Rank 3
4,036.36 23.3 42.5 63.5 14.5 16.7
SBI Magnum Tax Gain (G) Rank 3
4,327.68 21.7 37.0 53.5 17.4 14.2
Reliance Tax Saver (ELSS) (G) Rank 1
2,413.63 29.9 57.6 86.7 21.0 19.7
UTI Master Equity Plan (US) Not Ranked
1,428.55 18.0 30.1 40.8 13.1 12.4
Axis Long Term Equity Fund (G) Rank 1
1,310.99 24.6 43.3 64.0 23.1 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jun 30, 14)

Equity Sector Value
(Rs cr)
Asset %
ICICI Bank Banking/Finance 0.36 5.24
Larsen Engineering 0.35 5.23
HDFC Bank Banking/Finance 0.35 5.19
Infosys Technology 0.29 4.33
Reliance Oil & Gas 0.29 4.30
CESC Utilities 0.25 3.70
ITC Tobacco 0.20 2.97
SBI Banking/Finance 0.20 2.90
Tech Mahindra Technology 0.19 2.86
ONGC Oil & Gas 0.17 2.47

Full Portfolio

Sector Allocation (Jun 30, 14)

Sector %

1-Year

HighLow

Banking/Finance 28.83 28.83 22.32
Engineering 10.97 10.97 4.31
Technology 9.72 18.77 9.72
Oil & Gas 8.02 12.05 8.02
Automotive 7.93 10.06 5.07
Metals & Mining 5.30 5.30 0.96

View All Sectors

Asset Allocation (%)(Jun 30, 14)

Equity 99.45
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 0.53

View All

Concentration

Holdings (%)
Top 5 24.29
Top 10 39.19
Sector (%)
Top 3 49.52

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