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Sundaram Tax Saver (OE) (D)

PLAN: Regular OPTIONS: Dividend
15.227 0.12 (0.83%)

NAV as on 22 Dec, 2014

CRISIL MF RANK

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

Relatively Weak performance in the category

The scheme is ranked 5 in ELSS category by Crisil (for quarter ended Mar 2014) rank unchanged from last quarter. 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:
 
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Returns (NAV as on 22 Dec, 2014)

Period Returns (%) Rank #
1 mth -1.7 63
3 mth 6.2 43
6 mth 17.1 44
1 year 44.3 56
2 year 21.5 66
3 year 24.2 34
5 year 10.6 36

# Moneycontrol Rank within 90 ELSS Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 5.5 14.0 3.2 - -
2013 -7.4 -0.1 -4.8 12.1 0.6
2012 17.5 -2.7 10.0 4.1 34.3
2011 -10.2 -3.2 -8.8 -6.7 -25.9
2010 -25.0 1.8 14.7 -14.1 -23.3
2009 -10.2 43.6 14.7 -0.2 56.5

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 -1.7 6.2 17.1 44.3 21.5 24.2 10.6
Category avg -0.9 6.0 17.5 46.0 22.6 14.0 6.9
Difference of Fund returns and Category returns -0.8 0.2 -0.4 -1.7 -1.1 10.2 3.7
Best of category 3.5 13.3 36.6 82.6 39.0 38.7 23.1
Worst of category -3.0 -0.4 4.6 18.2 12.1 14.2 4.1
Benchmark returns # -2.0 2.8 11.8 35.9 19.4 21.8 10.3
Difference of Fund returns and Benchmark returns 0.3 3.4 5.3 8.4 2.1 2.4 0.3
Sundaram Tax Saver (OE) (D) 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 Dividend
Launch date Nov 22, 1999
Benchmark S&P BSE 200
Asset Size (Rs cr) 1,190.75 (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 6.0 14.6 56.5 -- --
HDFC Tax Saver (G) Rank 4
4,525.59 5.9 14.4 55.7 27.1 15.3
SBI Magnum Tax Gain - Direct (G) Not Ranked
55.91 4.5 16.8 50.2 -- --
SBI Magnum Tax Gain (G) Rank 3
4,777.58 4.4 16.6 49.5 28.2 13.2
Reliance Tax Saver (ELSS) (G) Rank 1
2,940.63 6.7 25.0 81.3 38.7 20.6
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Nov 28, 14)

Equity Sector Value
(Rs cr)
Asset %
Infosys Technology 64.96 5.16
Infosys Technology 64.96 5.16
HDFC Bank Banking/Finance 57.43 4.56
HDFC Bank Banking/Finance 57.43 4.56
ICICI Bank Banking/Finance 52.63 4.18
ICICI Bank Banking/Finance 52.63 4.18
Larsen Engineering 45.27 3.60
Larsen Engineering 45.27 3.60
Tech Mahindra Technology 42.24 3.36
Tech Mahindra Technology 42.24 3.36

Full Portfolio

Sector Allocation (Nov 28, 14)

Sector %

1-Year

HighLow

Banking/Finance 51.68 51.68 23.87
Technology 25.44 25.44 9.72
Engineering 23.20 23.20 7.70
Oil & Gas 16.88 16.88 8.02
Automotive 14.62 14.62 7.06
Manufacturing 9.44 9.44 1.00

View All Sectors

Asset Allocation (%)(Nov 28, 14)

Equity 99.60
Others 0.25
Debt 0.00
Mutual Funds N.A
Money Market 0.11
Cash / Call 0.05

View All

Concentration

Holdings (%)
Top 5 23.62
Top 10 41.72
Sector (%)
Top 3 100.32

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