Sundaram Tax Savings Fund - Direct Plan - Growth
Sundaram Tax Savings Fund - Direct Plan - Growth

Sundaram Tax Savings Fund - Direct Plan - Growth

Equity
Direct
Very High Risk
Elss (Tax Savings)

NAV: ₹ 343.4 as on 25-01-2022

INDmoney RANK
25
/31
among Elss (Tax Savings) Category
INDmoney Analysis
Performance
Funds scoring high on Performance parameter are consistent in generating returns, deliver high performance during bull run & have the ability to generate excess returns over benchmark.
43%
Risk Management
Funds scoring high on Risk Management parameter are less volatile, generate higher returns per unit of downside risk taken & generate returns without moving up and down frequently.
48%
Cost
Funds scoring high on Cost parameter have relatively lower expense ratio.
1%
About the Fund

Sundaram Tax Savings Fund - Direct Plan - Growth is an equity fund. This fund was started on  1 January, 2013. The fund is managed by Sudhir Kedia. The fund could potentially beat inflation in the long-run.

Key parameters

1) Sundaram Tax Savings Fund - Direct Plan - Growth has a NAV of 343.3693 as on 26-Jan-2022.

2) Sundaram Tax Savings Fund - Direct Plan - Growth has 934 Cr worth of assets under management (AUM) as on 26-Jan-2022 and is less than category average.

3) The fund has an expense ratio 1.85 %.

Fund Overview

Expense ratio
Expense ratio
1.85%
Benchmark
Benchmark
S&P BSE 200 India TR INR
AUM
AUM
₹934 Cr
Inception Date
Inception Date
1 January, 2013
Min Lumpsum/SIP
Min Lumpsum/SIP
₹500/₹500
Exit Load
Exit Load
0%
Lock In
Lock In
3 Years
TurnOver
TurnOver
582.7%

Fund Distribution

  • Equity 98.6%
  • Debt & Cash 1.4%
Size breakup
Large cap
60.1%
Mid cap
28.6%
Small cap
9.8%
Sector Allocation
Financial Services35%
Tech15.6%
Cyclical14%
Industrial13.2%
Health5.4%
Communication4.7%
Energy4.3%
Basic Materials4.1%
Defensive3.8%

Top Holdings

  • All
  • Equity
  • Debt & Cash
Total Holdings20
Equity Holdings20
Debt Holdings1
ICICI Bank Ltd
ICICI Bank Ltd
8.3%
Infosys Ltd
Infosys Ltd
7.4%
HDFC Bank Ltd
HDFC Bank Ltd
5.3%
Polycab India Ltd
Polycab India Ltd
4.6%
Reliance Industries Ltd
Reliance Industries Ltd
3.5%
Tata Consultancy Services Ltd
Tata Consultancy Services Ltd
3.4%
State Bank of India
State Bank of India
3.1%
Ashok Leyland Ltd
Ashok Leyland Ltd
2.9%

Fund Highlights

About the fund

About the fund

This fund has delivered an average annual returns of 16.55% since inception which is more than its category average return of 14.84%
Fund Allocations

Fund Allocations

This fund has an allocation of 98.55543% in Equity, 0% in Debt and 1.44457% in Cash related instruments
AUM size ₹934 Cr

AUM size ₹934 Cr

This fund has AUM of ₹934 Cr which is less than its category average of ₹ 2707 Cr
Expense Ratio 1.85%

Expense Ratio 1.85%

This fund has an expense ratio of 1.85% which is more than its category average expense ratio of 1.59%

AMC details

Fund House
Sundaram Asset Management Company Ltd
Email
rahulm@sundarammutual.com
Phone
+914428583362/3367
Address
Sundaram Asset Management Company Limited,Sundaram Towers,,2nd Floor, 46 Whites Road,,Royapettah,

Frequently Asked Questions

What are the average returns of Sundaram Tax Savings Fund - Direct Plan - Growth Fund ?

What is the current NAV of Sundaram Tax Savings Fund - Direct Plan - Growth Fund?

How do I invest in Sundaram Tax Savings Fund - Direct Plan - Growth Fund?

What is the expense ratio of Sundaram Tax Savings Fund - Direct Plan - Growth fund?

What is the worth of total assets under management (AUM) of Sundaram Tax Savings Fund - Direct Plan - Growth fund ?

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