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Sundaram Tax Saver (OE) (G) SET SMS ALERT

51.272
0.38 (0.74%)
NAV as on Apr-16-2014

Fund Family Sundaram Mutual Fund

Fund Class ELSS

ranking by CRISIL

Relatively Weak performance in the category

The scheme is ranked 5 in ELSS category by Crisil. 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:
 
View Historic Graph From     To     

Returns (NAV as on Apr-16-2014)

Period Returns (%) Rank #
1 mth 3.8 21
3 mth 7.3 55
6 mth 13.0 51
1 year 14.4 73
2 year 10.9 40
3 year 5.8 31
5 year 15.0 36

# Moneycontrol Rank within 86 ELSS Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 5.5 - - - -
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 3.8 7.3 13.0 14.4 10.9 5.8 15.0
Category avg 3.5 8.0 15.1 20.3 7.5 3.6 8.8
Difference of Fund returns and Category returns 0.3 -0.7 -2.1 -5.9 3.4 2.2 6.2
Best of category 7.2 17.0 33.0 34.8 21.9 16.2 24.8
Worst of category 1.8 -0.2 4.1 8.2 -1.4 -6.4 6.6
Benchmark returns # 3.5 6.4 11.9 16.8 11.9 4.3 15.7
Difference of Fund returns and Benchmark returns 0.3 0.9 1.1 -2.4 -1.0 1.5 -0.7
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) 1,162.76 (Dec-31-2013)
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 - Direct (G) Not Ranked
23.36 8.3 16.9 23.4 -- --
SBI Magnum Tax Gain (G) Rank 3
4,051.57 8.2 16.6 22.9 8.9 17.4
HDFC Tax Saver (G) Rank 4
3,386.28 12.1 22.1 24.9 6.2 20.6
Reliance Tax Saver (ELSS) (G) Rank 3
1,852.11 16.8 32.5 29.1 10.3 21.2
ICICI Pru Tax Plan- Direct (G) Not Ranked
13.47 10.1 22.5 32.2 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Feb 28, 14)

Equity Sector Value
(Rs cr)
Asset %
Infosys Technology - 7.29
Reliance Oil & Gas - 5.48
HDFC Bank Banking/Finance - 4.94
Tech Mahindra Technology - 4.91
ITC Tobacco - 4.76
ICICI Bank Banking/Finance - 4.66
Larsen Engineering - 3.95
TCS Technology - 3.10
Bharti Airtel Telecom - 3.00
CESC Utilities - 2.86

Full Portfolio

Sector Allocation (Feb 28, 14)

Sector %

1-Year

HighLow

Banking/Finance 22.24 32.35 22.32
Technology 19.07 18.77 12.75
Oil & Gas 9.26 14.82 10.87
Automotive 6.91 5.69 3.95
Pharmaceuticals 6.82 6.76 4.46
Engineering 5.81 7.09 4.31

View All Sectors

Asset Allocation (%)(Feb 28, 14)

Equity 98.42
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 1.58

View All

Concentration

Holdings (%)
Top 5 27.38
Top 10 44.95
Sector (%)
Top 3 50.57

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