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Partner With Us NRI

Jan 25, 2022


Category

ELSS

AUM (Cr.)

933.92

Exit Load (%)

0.00

Min Inv Lumpsum

500

Expense Ratio

0.00

Sharpe Ratio

21.87

Beta Ratio

0.00

Fund Manager

Sudhir Kedia

Inception Date

Mar 31, 1996

Risk Level

Very High

Investment Objective

The objective of the scheme is to build a high quality growth oriented portfolio to provide long-term capital gains to the investors. The scheme aims at providing returns through capital appreciation over the life of the scheme.

Return Calculator

Investment Type

SIP Lumpsum

Company

Period(Year)

Amount

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Sundaram Tax Savings Fund - Regular (G) 2.43 10.81 29.51 18.57 15.28 16.25
Benchmark - S&P BSE 200 5.42 0.04 5.82 4.49 7.81 0
Category Average - BEST ELSS/TAX SAVER FUNDS 0.89 1.44 10.77 10.18 10.77 18.06
Category Average - BEST ELSS/TAX SAVER FUNDS -0.69 10.15 33.25 19.02 12.86 12.39
Category Average - BEST ELSS/TAX SAVER FUNDS 1.21 7.68 54.65 35.63 24.3 15.23
Category Average - BEST ELSS/TAX SAVER FUNDS 1.09 9.65 29.67 18.96 14.6 19.9
Category Average - BEST ELSS/TAX SAVER FUNDS 2.27 10.78 17.53 14.67 13.03 18.38
Category Average - BEST ELSS/TAX SAVER FUNDS 2.34 4.27 18.3 13.96 13.71 11.84
Category Average - BEST ELSS/TAX SAVER FUNDS 2.51 10.27 32.2 17.62 13.55 21.62
Category Average - BEST ELSS/TAX SAVER FUNDS 0.38 8.11 28.9 21.56 17.78 15.18
Category Average - BEST ELSS/TAX SAVER FUNDS 0.91 8.33 28.43 20.88 15.37 15.06
Category Average - BEST ELSS/TAX SAVER FUNDS 0.9 8.67 23.7 16.35 14.16 9.67
Category Average - BEST ELSS/TAX SAVER FUNDS 4.36 15.36 35.51 20.64 17.39 21.43
Category Average - BEST ELSS/TAX SAVER FUNDS 0.82 7.89 24.01 16.61 13.31 17.62
Category Average - BEST ELSS/TAX SAVER FUNDS 1.43 8.95 27.87 15.94 11.85 15.13
Category Average - BEST ELSS/TAX SAVER FUNDS 1.52 10.53 30.49 13.34 10.42 23.46
Category Average - BEST ELSS/TAX SAVER FUNDS 0.72 1.6 11.21 10.83 11.38 22.63
Category Average - BEST ELSS/TAX SAVER FUNDS 2.66 10.35 34.73 13.81 8.65 13.26
Category Average - BEST ELSS/TAX SAVER FUNDS 1.81 7.7 29.61 20.4 15.59 12.91
Category Average - BEST ELSS/TAX SAVER FUNDS 1.37 6.98 25.86 16.78 12.8 16.31
Category Average - BEST ELSS/TAX SAVER FUNDS -0.18 6.91 26.78 20.09 16.48 15.03
Category Average - BEST ELSS/TAX SAVER FUNDS 1.8 11.11 29.16 18.53 13.71 12.2
Category Average - BEST ELSS/TAX SAVER FUNDS 2.71 5.8 32.12 22.39 15.97 14.9
Category Average - BEST ELSS/TAX SAVER FUNDS 1.07 10.02 29.03 21.89 17.39 7.84
Category Average - BEST ELSS/TAX SAVER FUNDS 1.84 9.91 42.19 23.17 18.23 18.93
Category Average - BEST ELSS/TAX SAVER FUNDS 1.44 8.07 26.6 17.49 13.57 16.16
Category Average - BEST ELSS/TAX SAVER FUNDS -2.06 4.13 33.5 28.2 19.86 19.32
Category Average - BEST ELSS/TAX SAVER FUNDS -3.2 2.54 18.07 19.53 16.94 17.44
Category Average - BEST ELSS/TAX SAVER FUNDS 1.48 6.54 20.22 19.1 14.71 11.75
Category Average - BEST ELSS/TAX SAVER FUNDS -0.94 8.16 29.66 21.62 15.21 15.02
Category Average - BEST ELSS/TAX SAVER FUNDS 0.36 12.3 45.9 35 24.34 23.7
Category Average - BEST ELSS/TAX SAVER FUNDS -1.25 4.87 23.8 15.68 12.74 13.81
Category Average - BEST ELSS/TAX SAVER FUNDS 1.89 8.98 23.82 14.87 12.58 17.35
Category Average - BEST ELSS/TAX SAVER FUNDS 1.44 10 45.51 37.58 26.09 24.92
Category Average - BEST ELSS/TAX SAVER FUNDS 2.48 16.05 47.01 27.21 17.84 14.46
Category Average - BEST ELSS/TAX SAVER FUNDS 1.91 7.76 27.55 17.94 13.51 11.2
Category Average - BEST ELSS/TAX SAVER FUNDS 2.33 15.19 45.93 28.07 18.71 15.63
Category Average - BEST ELSS/TAX SAVER FUNDS 2.62 5.68 29.85 19.13 14.76 15.2
Category Average - BEST ELSS/TAX SAVER FUNDS 3.24 11.64 35.05 21.17 16.57 15.27
Category Average - BEST ELSS/TAX SAVER FUNDS 0.73 10.07 25.54 15.04 12.17 12.62
Category Average - BEST ELSS/TAX SAVER FUNDS 1.81 8.06 27.41 18.8 13.91 15.4
Category Average - BEST ELSS/TAX SAVER FUNDS 1.28 8.02 29.87 23.9 20.22 20.46
Category Average - BEST ELSS/TAX SAVER FUNDS 2.54 16.3 47.49 28.38 18.7 18.03
Category Average - BEST ELSS/TAX SAVER FUNDS 2.5 10.9 68.62 23.28 11.83 12.65
Category Average - BEST ELSS/TAX SAVER FUNDS 1.32 8.65 33.56 19.18 12.26 12.5
Category Average - BEST ELSS/TAX SAVER FUNDS 2.25 11.26 70.69 23.99 0 10.21
Category Average - BEST ELSS/TAX SAVER FUNDS 2.64 9.06 56.51 36.3 0 25.46
Category Average - BEST ELSS/TAX SAVER FUNDS 2.01 2.44 18.82 12.63 0 9.45
Category Average - BEST ELSS/TAX SAVER FUNDS 1.91 9.94 71.54 24.26 0 10.51
Category Average - BEST ELSS/TAX SAVER FUNDS 1.41 9.74 74.73 23.89 0 9.22
Category Average - BEST ELSS/TAX SAVER FUNDS 1.07 6.09 19.39 13.77 0 7.12
Category Average - BEST ELSS/TAX SAVER FUNDS -1.44 5.82 40.2 29.22 0 14.59
Category Average - BEST ELSS/TAX SAVER FUNDS 4.22 10.11 25.02 16.88 0 12.6
Category Average - BEST ELSS/TAX SAVER FUNDS 1.26 9.77 33.76 20.4 0 13.79
Category Average - BEST ELSS/TAX SAVER FUNDS 2.13 11.25 67.13 23.98 0 11.77
Category Average - BEST ELSS/TAX SAVER FUNDS 2.07 11.83 65.42 23.91 0 17.49
Category Average - BEST ELSS/TAX SAVER FUNDS 0.71 7.16 29.97 22.04 0 17.51
Category Average - BEST ELSS/TAX SAVER FUNDS -0.97 3.04 37.09 26.1 0 24.22
Category Average - BEST ELSS/TAX SAVER FUNDS 2.14 8.72 18.35 15.45 0 15.43
Category Average - BEST ELSS/TAX SAVER FUNDS 1.68 10.97 32.43 0 0 28.49
Category Average - BEST ELSS/TAX SAVER FUNDS -0.49 -5.61 13.44 0 0 14.55
Category Average - BEST ELSS/TAX SAVER FUNDS 2.43 10.81 29.51 18.57 15.28 16.25
Category Rank - BEST ELSS/TAX SAVER FUNDS 1 3 17 26 12 9
Category Rank - BEST ELSS/TAX SAVER FUNDS 2 19 46 42 51 46
Category Rank - BEST ELSS/TAX SAVER FUNDS 3 7 18 24 14 28
Category Rank - BEST ELSS/TAX SAVER FUNDS 4 50 26 19 16 36
Category Rank - BEST ELSS/TAX SAVER FUNDS 5 16 19 53 44 42
Category Rank - BEST ELSS/TAX SAVER FUNDS 6 28 7 2 52 2
Category Rank - BEST ELSS/TAX SAVER FUNDS 7 51 30 32 21 30
Category Rank - BEST ELSS/TAX SAVER FUNDS 8 1 9 6 7 16
Category Rank - BEST ELSS/TAX SAVER FUNDS 9 17 25 40 29 8
Category Rank - BEST ELSS/TAX SAVER FUNDS 10 12 4 17 40 44
Category Rank - BEST ELSS/TAX SAVER FUNDS 11 2 10 9 9 39
Category Rank - BEST ELSS/TAX SAVER FUNDS 12 13 34 37 19 23
Category Rank - BEST ELSS/TAX SAVER FUNDS 13 53 55 52 27 50
Category Rank - BEST ELSS/TAX SAVER FUNDS 14 4 11 8 6 25
Category Rank - BEST ELSS/TAX SAVER FUNDS 15 14 57 51 32 14
Category Rank - BEST ELSS/TAX SAVER FUNDS 16 8 3 12 48 55
Category Rank - BEST ELSS/TAX SAVER FUNDS 17 31 54 48 58 26
Category Rank - BEST ELSS/TAX SAVER FUNDS 18 9 5 13 50 51
Category Rank - BEST ELSS/TAX SAVER FUNDS 19 6 6 14 60 19
Category Rank - BEST ELSS/TAX SAVER FUNDS 20 57 53 56 47 57
Category Rank - BEST ELSS/TAX SAVER FUNDS 21 23 2 11 49 54
Category Rank - BEST ELSS/TAX SAVER FUNDS 22 41 40 39 30 53
Category Rank - BEST ELSS/TAX SAVER FUNDS 23 29 48 50 36 21
Category Rank - BEST ELSS/TAX SAVER FUNDS 24 24 14 18 8 13
Category Rank - BEST ELSS/TAX SAVER FUNDS 25 38 41 36 25 27
Category Rank - BEST ELSS/TAX SAVER FUNDS 26 42 33 28 17 43
Category Rank - BEST ELSS/TAX SAVER FUNDS 27 10 35 38 26 49
Category Rank - BEST ELSS/TAX SAVER FUNDS 28 11 24 59 45 1
Category Rank - BEST ELSS/TAX SAVER FUNDS 29 15 27 55 43 6
Category Rank - BEST ELSS/TAX SAVER FUNDS 30 47 51 33 22 52
Category Rank - BEST ELSS/TAX SAVER FUNDS 31 37 43 41 28 24
Category Rank - BEST ELSS/TAX SAVER FUNDS 32 22 13 1 1 3
Category Rank - BEST ELSS/TAX SAVER FUNDS 33 30 39 46 39 32
Category Rank - BEST ELSS/TAX SAVER FUNDS 34 26 1 16 46 58
Category Rank - BEST ELSS/TAX SAVER FUNDS 35 45 44 43 34 22
Category Rank - BEST ELSS/TAX SAVER FUNDS 36 33 21 31 37 47
Category Rank - BEST ELSS/TAX SAVER FUNDS 37 39 29 15 4 10
Category Rank - BEST ELSS/TAX SAVER FUNDS 38 25 20 27 53 41
Category Rank - BEST ELSS/TAX SAVER FUNDS 39 43 8 3 3 29
Category Rank - BEST ELSS/TAX SAVER FUNDS 40 27 31 35 23 11
Category Rank - BEST ELSS/TAX SAVER FUNDS 41 21 36 21 11 59
Category Rank - BEST ELSS/TAX SAVER FUNDS 42 48 52 54 57 60
Category Rank - BEST ELSS/TAX SAVER FUNDS 43 34 38 25 18 33
Category Rank - BEST ELSS/TAX SAVER FUNDS 44 32 50 45 24 56
Category Rank - BEST ELSS/TAX SAVER FUNDS 45 59 60 58 42 15
Category Rank - BEST ELSS/TAX SAVER FUNDS 46 40 47 44 31 17
Category Rank - BEST ELSS/TAX SAVER FUNDS 47 20 45 49 38 45
Category Rank - BEST ELSS/TAX SAVER FUNDS 48 58 59 57 41 7
Category Rank - BEST ELSS/TAX SAVER FUNDS 49 44 28 20 59 18
Category Rank - BEST ELSS/TAX SAVER FUNDS 50 36 37 23 10 31
Category Rank - BEST ELSS/TAX SAVER FUNDS 51 5 12 4 2 5
Category Rank - BEST ELSS/TAX SAVER FUNDS 52 46 42 29 15 34
Category Rank - BEST ELSS/TAX SAVER FUNDS 53 60 58 60 55 38
Category Rank - BEST ELSS/TAX SAVER FUNDS 54 18 23 34 33 48
Category Rank - BEST ELSS/TAX SAVER FUNDS 55 35 32 22 20 35
Category Rank - BEST ELSS/TAX SAVER FUNDS 56 55 16 10 54 4
Category Rank - BEST ELSS/TAX SAVER FUNDS 57 52 49 47 35 40
Category Rank - BEST ELSS/TAX SAVER FUNDS 58 49 15 5 56 37
Category Rank - BEST ELSS/TAX SAVER FUNDS 59 54 22 7 5 12
Category Rank 60/20 56/20 56/20 30/20 13/20 20/20
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Quant Tax Plan-(G) 220.7812 1.95 54.65 35.63 24.30 658.11 2.37 500.00 invest
Franklin India Taxshield - (G) 869.7397 1.77 32.20 17.62 13.55 5,000.07 0.00 500.00 invest
Sundaram LT MC Tax Advantage Fund-Sr.IV (IDCW) 16.0285 1.45 70.69 23.99 0.00 38.83 1.43 500.00 invest
Sundaram LT MC Tax Advantage Fund-Sr.IV (G) 16.0287 1.45 70.69 23.99 0.00 38.83 1.43 500.00 invest
HDFC Tax Saver Fund (IDCW) 58.9380 -97.42 30.49 13.34 10.42 9,401.69 1.90 500.00 invest

Asset Allocation

Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)
4 Months Trends
Equity-ICICI Bank Dec 31, 2021 77.29 8.28 62.45
Equity-Infosys Dec 31, 2021 69.18 7.41 72.83
Equity-HDFC Bank Dec 31, 2021 49.58 5.31 56.03
Equity-Polycab India Dec 31, 2021 42.52 4.55 63.64
Equity-Reliance Industr Dec 31, 2021 32.56 3.49 0.00
Equity-TCS Dec 31, 2021 31.36 3.36 95.51
Equity-St Bk of India Dec 31, 2021 28.53 3.06 56.33
Equity-Ashok Leyland Dec 31, 2021 27.44 2.94 60.66
Equity-Axis Bank Dec 31, 2021 25.79 2.76 63.02
Equity-Maruti Suzuki Dec 31, 2021 23.17 2.48 67.20

latest news

Sundaram Mutual Fund Announces takeover the Principal Mutual Fund

Sundaram Mutual Fund proposed to merge certain schemes of Sundaram MF schem...

Nov 26, 2021 11:52

Sundaram Diversified Equity Fund Announces dividend

Sundaram Mutual Fund has announced 12 March 2021 as the record date for dec...

Mar 09, 2021 11:47

Sundaram Equity Hybrid Fund Announces dividend

Sundaram Mutual Fund has announced 05 March 2021 as the record date for dec...

Mar 04, 2021 12:29

Sundaram Mutual Fund Announces change in benchmark index under two schemes

Sundaram Mutual Fund has decided to change the benchmark index for the foll...

May 29, 2020 12:17

SCHEME DETAILS

AMC Name : Sundaram Mutual Fund
Fund Name : Sundaram Tax Savings Fund - Regular (G)
Contact Persone : Sudhir Kedia
Registered Address : Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai 600 014
Telephone No : 044-2858 3362/3367
Fax No. : 044-2858 3156
Email : dhirent@sundarammutual.com
Website : www.sundarammutual.com