Sundaram Tax Savings Fund - Direct Plan - Growth
NAV: ₹ 343.4 as on 25-01-2022
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.
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 | 1.85% | |
Benchmark | S&P BSE 200 India TR INR | |
AUM | ₹934 Cr | |
Inception Date | 1 January, 2013 | |
Min Lumpsum/SIP | ₹500/₹500 | |
Exit Load | 0% | |
Lock In | 3 Years | |
TurnOver | 582.7% |
Fund Distribution
| Financial Services | 35% |
| Tech | 15.6% |
| Cyclical | 14% |
| Industrial | 13.2% |
| Health | 5.4% |
| Communication | 4.7% |
| Energy | 4.3% |
| Basic Materials | 4.1% |
| Defensive | 3.8% |
Top Holdings
Fund Highlights
About the fund
Fund Allocations
AUM size ₹934 Cr
Expense Ratio 1.85%
Sudhir Kedia is CA; CMA; MBA
12 Years experience
AMC details
Similar Funds
SBI Magnum Long Term Equity Scheme Direct Growth
18.3% (3 Yrs)
Axis Long Term Equity Fund Direct Plan Growth Option
20.55% (3 Yrs)
Mirae Asset Tax Saver Fund -Direct Plan-Growth
25.8% (3 Yrs)
Aditya Birla Sun Life Tax Relief 96 Direct Plan Growth
12.19% (3 Yrs)
Nippon India Tax Saver (ELSS) Fund - Direct Plan - Growth Option
14.61% (3 Yrs)
Frequently Asked Questions