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Partner With Us NRI

Dec 02, 2022


Category

ELSS

AUM (Cr.)

984.43

Exit Load (%)

0.00

Min Inv Lumpsum

500

Expense Ratio

2.35

Sharpe Ratio

6.08

Beta Ratio

0.00

Fund Manager

Sudhir Kedia

Inception Date

Sep 12, 2017

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.

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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 (IDCW-H) 1.64 12.24 7.65 19.35 10.42 11.25
Benchmark - S&P BSE 200 5.42 0.04 5.82 4.49 7.81 0
Category Average - BEST ELSS/TAX SAVER FUNDS 2.09 13.01 7.17 19.98 11.64 14.81
Category Rank 1/1 1/1 1/1 1/1 1/1 1/1
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Bank of India Midcap Tax Fund - Series 1 (G) 17.5200 0.86 1.04 25.33 0.00 62.74 1.71 500.00 invest
Bank of India Midcap Tax Fund - Series 1 (IDCW) 17.5100 0.81 0.98 25.30 0.00 62.74 1.71 500.00 invest
Bank of India Midcap Tax Fund - Series 2 (G) 20.7900 0.68 1.27 22.35 0.00 39.37 1.67 500.00 invest
Bank of India Midcap Tax Fund - Series 2 (IDCW) 20.8000 0.68 1.32 22.37 0.00 39.37 1.67 500.00 invest
HDFC Tax Saver Fund (IDCW) 61.0500 -97.72 14.40 17.29 8.98 10,065.81 1.94 500.00 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 Oct 31, 2022 87.96 8.94 -1.31
Equity-HDFC Bank Oct 31, 2022 50.16 5.10 5.30
Equity-Reliance Industr Oct 31, 2022 44.62 4.53 21.06
Equity-Infosys Oct 31, 2022 44.28 4.50 8.79
Equity-St Bk of India Oct 31, 2022 44.18 4.49 5.80
Equity-H D F C Oct 31, 2022 38.78 3.94 7.96
Reverse Repo-TREPS Oct 31, 2022 38.77 3.94 61.32
Equity-Axis Bank Oct 31, 2022 37.15 3.77 23.57
Equity-Ashok Leyland Oct 31, 2022 36.87 3.75 0.43
Equity-Polycab India Oct 31, 2022 34.80 3.54 7.86

latest news

Sundaram MF Announces Income Distribution cum capital withdrawal (IDCW) under two schemes

Sundaram Mutual Fund has announced 25 November 2022 as the record date for ...

Nov 22, 2022 12:15

Sundaram Small Cap Fund Announces change in fund manager

Sundaram MF has announced change in fund manager under the following scheme...

Nov 16, 2022 12:09

Sundaram Aggressive Hybrid Fund Announces Income Distribution cum capital withdrawal (IDCW)

Sundaram Mutual Fund has announced 17 November 2022 as the record date for ...

Nov 15, 2022 10:43

Sundaram MF Announces Income Distribution cum capital withdrawal (IDCW) under two schemes

Sundaram Mutual Fund has announced 14 November 2022 as the record date for ...

Nov 14, 2022 12:22

Sundaram MF Announces Income Distribution cum capital withdrawal (IDCW) under two schemes

Sundaram Mutual Fund has announced 11 November 2022 as the record date for ...

Nov 08, 2022 13:59

Sundaram MF Announces Income Distribution cum capital withdrawal (IDCW) under its schemes

Sundaram Mutual Fund has announced 09 November 2022 as the record date for ...

Nov 07, 2022 10:29

SCHEME DETAILS

AMC Name : Sundaram Mutual Fund
Fund Name : Sundaram Tax Savings Fund - Regular (IDCW-H)
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