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 | -6.2 | 43 |
| 3 mth | -1.4 | 41 |
| 6 mth | -5.5 | 33 |
| 1 year | 13.4 | 23 |
| 2 year | 5.9 | 16 |
| 3 year | -1.8 | 27 |
| 5 year | -2.0 | 15 |
# Moneycontrol Rank within 51 ELSS Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2013 | -7.4 | - | - | - | - |
| 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 |
| 2008 | -37.3 | -9.7 | -0.7 | -15.7 | -53.7 |
* 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 | -6.2 | -1.4 | -5.5 | 13.4 | 5.9 | -1.8 | -2.0 |
| Category avg | -5.0 | 0.5 | -5.3 | 12.7 | 3.9 | 2.1 | 4.3 |
| Difference of Fund returns and Category returns | -1.2 | -1.9 | -0.2 | 0.7 | 2.0 | -3.9 | -6.3 |
| Best of category | -2.6 | 5.0 | 0.7 | 21.3 | 10.8 | 9.4 | 13.5 |
| Worst of category | -7.6 | -3.0 | -16.0 | -7.7 | -14.8 | -12.5 | -7.9 |
| Benchmark returns # | -5.5 | 1.1 | -3.6 | 13.7 | 3.7 | 1.3 | 4.6 |
| Difference of Fund returns and Benchmark returns | -0.7 | -2.5 | -1.9 | -0.3 | 2.2 | -3.1 | -6.6 |
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 | Dividend |
| 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.1.50 (Dec-16-2010) 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 (%) | |||
| HDFC Tax Saver (G) | Rank 4 |
3,490.65 | -1.8 | -7.0 | 7.6 | 1.5 | 9.8 |
| Reliance Tax Saver (ELSS) (G) | Rank 3 |
2,036.92 | 1.6 | -8.3 | 10.0 | 4.6 | 10.5 |
| Birla SL Tax Relief 96 (G) | Rank 5 |
703.13 | 2.3 | -4.7 | 17.3 | -0.4 | 5.2 |
| Birla SL Tax Relief 96 (D) | Not Ranked |
776.80 | 2.2 | -8.3 | 12.9 | -3.3 | 3.3 |
| Sundaram Tax Saver (G) | Rank 4 |
1,380.96 | -1.4 | -5.5 | 13.4 | 2.5 | 7.0 |
| * Returns over 1 year are Annualised | More » | ||||||
| Equity | Sector | Value (Rs cr) |
Asset % |
|---|---|---|---|
| No Holdings Data Available | |||
| Equity | 98.18 |
| Others | 0.00 |
| Debt | 0.00 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 1.81 |
| Sector | (%) |
|---|---|
| Top 3 | N.A. |
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
Build your wealth the SIP way!
Small but regular investments go a long way in creating wealth over time. Systematic Investment Plan ...
Feb 28, 2012 at 14:57 | Source: CNBC-TV18
NAVs end higher as markets gain
Equity diversified NAVs ended higher as the Indian equities ended Friday's trade on strong note, clo ...
May 30, 2011 at 7:54 | Source: Moneycontrol.com
Oct 25, 2011
Oct 25, 2011
Oct 25, 2011
Quick Links
