#
275.23
345.7472
1
1 Lakh
Investment Grown to₹ 10000
Monthly SIP Grown toSuitability:
"When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. In addition, there is a tax benefit. Under Section 80C of the Indian income tax laws, investments of up to Rs 1.5 lakh in a financial year in eligible securities such as this fund are exempt from tax.
But be prepared for ups and downs in your investment value along the way. Also note that you cannot withdraw your money from this fund before completing three years from the date of investment.
Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other ELSS, if you need to redeem your investment in less than five years.
Taxability of earnings:
Capital gains
Dividends
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| YTD | 1-Day | 1-W | 1-M | 3-M | 6-M | 1-Y | 3-Y | 5-Y | 7-Y | 10-Y | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Sundaram Tax Savings | -7.21 | 2.40 | 2.26 | -6.64 | -6.61 | -10.19 | 11.92 | 13.22 | 9.79 | 10.33 | 14.65 |
| S&P BSE 500 TRI | -6.66 | 2.54 | 3.16 | -6.24 | -5.11 | -8.54 | 10.52 | 14.52 | 12.52 | 11.91 | 15.03 |
| Equity: ELSS | -8.92 | 2.33 | 2.82 | -6.49 | -6.51 | -10.73 | 8.09 | 13.05 | 10.50 | 10.48 | 15.16 |
| Rank within category | 12 | 15 | 29 | 20 | 19 | 15 | 7 | 13 | 18 | 12 | 14 |
| Number of funds in category | 36 | 36 | 36 | 36 | 36 | 36 | 36 | 34 | 32 | 28 | 26 |
As on 20-May-2022
| Fund name | Rating | Launch Date | 1-Year Return | 3-Year Return | 5-Year Return | Expense Ratio | Assets (Cr) |
|---|---|---|---|---|---|---|---|
| Sundaram Tax Savings Fund | # |
Mar-96 | 11.92 | 13.22 | 9.79 | 2.48% | 920 |
| Axis Long Term Equity Fund |  |
Dec-09 | -2.69 | 10.36 | 11.24 | 1.68% | 31,656 |
| Mirae Asset Tax Saver Fund - Regular Plan | Invest Online |  |
Dec-15 | 8.49 | 17.48 | 15.06 | 1.64% | 11,963 |
| DSP Tax Saver Fund | Invest Online | |
Jan-07 | 8.50 | 15.78 | 12.03 | 1.92% | 9,811 |
| IDFC Tax Advantage (ELSS) Fund - Regular Plan | Invest Online | |
Dec-08 | 12.83 | 17.41 | 13.44 | 1.96% | 3,742 |
| Best Performance | Worst Performance | |||
|---|---|---|---|---|
| Return (%) | Period | Return (%) | Period | |
| Week | 21.46 | 27-Oct-2008 - 04-Nov-2008 | -18.72 | 15-Jan-2008 - 22-Jan-2008 |
| Month | 27.42 | 11-May-2009 - 10-Jun-2009 | -36.32 | 24-Sep-2008 - 24-Oct-2008 |
| Quarter | 67.48 | 09-Mar-2009 - 10-Jun-2009 | -46.13 | 02-Sep-2008 - 02-Dec-2008 |
| Year | 128.82 | 24-Apr-2003 - 23-Apr-2004 | -66.26 | 04-Dec-2007 - 03-Dec-2008 |
| Mean | Std Dev | Sharpe | Sortino | Beta | Alpha | |
|---|---|---|---|---|---|---|
| Sundaram Tax Savings | 16.75 | 21.14 | 0.63 | 0.66 | 0.96 | -0.83 |
| S&P BSE 500 TRI | 18.19 | 21.83 | 0.67 | 0.73 | -- | -- |
| Equity: ELSS | 16.76 | 21.35 | 0.62 | 0.65 | 0.95 | -0.66 |
| Rank within category | 13 | 14 | 14 | 14 | 16 | 15 |
| Number of funds in category | 34 | 34 | 34 | 34 | 34 | 34 |
The Risk Measures have been calculated using calendar month returns for the last three years.
As on 30-Apr-2022
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| Number of Stocks | 58 |
| Top 10 Stocks (%) | 44.09 |
| Top 5 Stocks (%) | 27.30 |
| Top 3 Sectors (%) | 56.98 |
| Portfolio P/B Ratio | 3.12 |
| Portfolio P/E Ratio | 25.37 |
| Fund | Category | |
|---|---|---|
| Average Mkt Cap (Rs Cr) | 1,21,772 | 1,35,974 |
| Giant (%) | 51.14 | 52.12 |
| Large (%) | 11.99 | 17.19 |
| Mid (%) | 29.50 | 24.36 |
| Small (%) | 7.38 | 6.67 |
| Tiny (%) | -- | 0.23 |
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Indicates an increase or decrease or no change in holding since last portfolio
Indicates a new holding since last portfolio
As on 30-Apr-2022
— Rohit Seksaria since 01-Jan-2022
Education: Mr. Seksaria is CS, CA & has done MBA from IIM Ahmedabad
Experience: Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.
Funds Managed:
— Sudhir Kedia since 29-Oct-2019
Education: Mr. Kedia is CA, CMA and MBA.
Experience: Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, Mirae Asset Mutual Fund and ASK investment.
Funds Managed:
The fund seeks to build a high quality growth oriented portfolio to provide long term capital appreciation through investment primarily in equities.
| Min. Investment (₹) | 500 |
| Min. Addl Investment (₹) | 500 |
| Min. SIP Investment (₹) | 500 |
| Min. No of Cheques | 6 |
| Min. Withdrawal (₹) | 500 |
| Min. Balance (₹) | 1 |
| Lock-in Period | 3 Years |
| Exit Load | 0 |
| Fund House: | Sundaram Mutual Fund |
| Launch Date: | 31-Mar-1996 |
| Return Since Launch: | 17.96% |
| Benchmark: | NIFTY 500 TRI |
| Riskometer: | Very High |
| Type: | Open-ended |
| Assets: | ₹ 920 Cr (As on 30-Apr-2022) |
| Expense: | 2.48% (As on 31-Mar-2022) |
| Risk Grade: | Above Average |
| Return Grade: | Average |
| Turnover: | 59.00% |
| Plan | Record Date | Dividend (₹ / Unit) | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Growth | 31-Mar-2008 | 8.0000 | |||||||||
| |||||||||||
AMC: Sundaram Asset Management Company Ltd
Address: Sundaram Towers, 2nd Floor, 46, Whites Road, Royapettah Chennai - 600014
Phone: 1860-425-7237
Website: http://www.sundarammutual.com
Registrar & Transfer Agent: KFin Technologies Ltd.
Address: 303, Vamsee Estates, Opp. Big Bazaar, Ameerpet, Hyderabad - 500016
Phone: 040-44857874
Email: [email protected]
Website: www.karvymfs.com
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Friday, 27-May-2022
12:30 PM - 12:40 PM