Real-time Stock quotes, portfolio, LIVE TV and more.
SET SMS ALERT Below average performance in the category
The scheme is ranked 4 in ELSS category by Crisil. If you are already invested in this scheme, you may consider switching to a better performing scheme.
View Top ranked funds in this category
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | 0.2 | 37 |
| 3 mth | -0.6 | 35 |
| 6 mth | 1.3 | 31 |
| 1 year | 19.1 | 21 |
| 2 year | 6.0 | 19 |
| 3 year | 5.5 | 28 |
| 5 year | 6.0 | 15 |
# Moneycontrol Rank within 52 ELSS Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2013 | -7.4 | - | - | - | - |
| 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 |
| 2008 | -29.6 | -9.7 | -0.8 | -15.7 | -48.0 |
* Returns over 1 year are Annualised
Fund returns v/s Category average (ELSS)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | 0.2 | -0.6 | 1.3 | 19.1 | 6.0 | 5.5 | 6.0 |
| Category avg | 0.7 | 0.4 | 1.4 | 17.3 | 4.3 | 4.8 | 3.3 |
| Difference of Fund returns and Category returns | -0.5 | -1.0 | -0.1 | 1.8 | 1.7 | 0.7 | 2.7 |
| Best of category | 4.6 | 5.5 | 7.0 | 26.9 | 12.2 | 13.1 | 12.2 |
| Worst of category | -1.8 | -3.6 | -12.7 | -4.3 | -13.9 | -10.5 | -8.9 |
| Benchmark returns # | 2.2 | 1.3 | 5.1 | 22.0 | 4.0 | 4.7 | 2.9 |
| Difference of Fund returns and Benchmark returns | -2.0 | -1.9 | -3.8 | -2.9 | 2.0 | 0.8 | 3.1 |
Investment Objective
To achieve capital appreciation by investing predominantly in equities and equity-related instruments. A lock-in period of 3 years is applicable.
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Growth |
| Launch date | Nov 22, 1999 |
| Benchmark | S&P BSE 200 |
| Asset Size (Rs cr) | 1,380.96 (Mar-30-2013) |
| 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 |
| Entry Load | N.A |
|---|---|
| Exit Load | 0.00% |
| Load Comments | N.A. |
| Regd. Office | Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah, Chennai. , 600 014 |
|---|---|
| Tel. No. | 91 44 28583362, 28583367 |
| Fax No. | 91 44 28583156 |
| sundarammutual@sundarammutual.com | |
| Website | http://www.sundarammutual.com |
| ELSS | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| SBI Magnum Tax Gain (G) | Rank 3 |
4,578.79 | 1.4 | 2.8 | 18.1 | 5.9 | 5.0 |
| HDFC Tax Saver (G) | Rank 4 |
3,490.65 | -2.0 | 0.2 | 11.9 | 4.2 | 9.0 |
| UTI Master Equity Plan (US) | Not Ranked |
1,261.75 | 1.3 | 4.5 | 20.7 | 7.1 | 5.9 |
| Reliance Tax Saver (ELSS) (G) | Rank 3 |
2,036.92 | 1.9 | -0.2 | 14.4 | 7.9 | 9.5 |
| L&T Tax Advantage (G) | Rank 3 |
1,166.81 | 1.4 | -0.8 | 16.6 | 6.8 | 9.2 |
| * Returns over 1 year are Annualised | More » | ||||||
| Equity | Sector | Value (Rs cr) |
Asset % |
|---|---|---|---|
| Cipla | Pharmaceuticals | 67.67 | 5.29 |
| SBI | Banking/Finance | 66.13 | 5.17 |
| Bajaj Finance | Banking/Finance | 55.77 | 4.36 |
| Reliance | Oil & Gas | 55.26 | 4.32 |
| Larsen | Engineering | 51.93 | 4.06 |
| Mahindra Satyam | Technology | 50.91 | 3.98 |
| ICICI Bank | Banking/Finance | 47.46 | 3.71 |
| Bharti Airtel | Telecom | 46.30 | 3.62 |
| Karur Vysya | Banking/Finance | 43.23 | 3.38 |
| IndusInd Bank | Banking/Finance | 39.91 | 3.12 |
| Sector | % | 1-Year HighLow |
|
|---|---|---|---|
| Banking/Finance | 32.35 | 33.34 | 21.32 |
| Oil & Gas | 14.01 | 18.67 | 9.98 |
| Technology | 12.75 | 15.63 | 10.89 |
| Engineering | 7.09 | 7.89 | 6.42 |
| Pharmaceuticals | 6.31 | 8.14 | 6.29 |
| Automotive | 4.94 | 4.94 | 1.81 |
| Equity | 98.45 |
| Others | 0.00 |
| Debt | 0.00 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 1.56 |
| Holdings | (%) |
|---|---|
| Top 5 | 23.20 |
| Top 10 | 41.01 |
| Sector | (%) |
|---|---|
| Top 3 | 59.11 |
Equity NAVs decline as markets continue to close in red
Equity mutual funds plunged as equity benchmarks closed in red for the seventh consecutive session a ...
Mar 26, 2013 at 10:32 | Source: Moneycontrol.com
Sundaram BNP buys 5.20 lakh shares of Polaris Financial
On September 12, 2012 Sundaram BNP Paribas Mutual Fund A/C Sundaram Growth Fund bought 520,000 share ...
Sep 13, 2012 at 8:11 | Source: Moneycontrol.com
NAVs end flat led by dull market session
Equity funds ends flat led by dull market performance. The market is keenly waiting for inflation da ...
Jun 14, 2012 at 9:54 | Source: Moneycontrol.com
Oct 25, 2011
Oct 25, 2011
Oct 25, 2011
Quick Links
