Fund Insights
In the last 1 year, HDFC TaxSaver -Direct Plan - Growth Option has given 9.23% return, outperforming this fund by 8.72%
In the last 3 years, Quant Tax Plan Growth Option Direct Plan has given 37.91% return, outperforming this fund by 19.01% per annum
In the last 5 years, Quant Tax Plan Growth Option Direct Plan has given 21.51% return, outperforming this fund by 11.44% per annum
Sundaram Tax Savings Fund - Direct Plan - Growth is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Rohit Seksaria, Sudhir Kedia. The fund could potentially beat inflation in the long-run.
1) Sundaram Tax Savings Fund - Direct Plan - Growth has a NAV of ₹354.4947 as on 03-02-2023.
2) Sundaram Tax Savings Fund - Direct Plan - Growth has ₹965 Cr worth of assets under management (AUM) as on 31-12-2022 and is less than category average.
3) The fund has an expense ratio 1.76 %.
Expense ratio | 1.76% |
Benchmark | S&P BSE 200 India TR INR |
AUM | ₹965 Cr |
Inception Date | 1 January, 2013 |
Min Lumpsum/SIP | ₹500/₹500 |
Exit Load | 0% |
Lock In | 3 Years |
TurnOver | 57.77% |
Sundaram Tax Savings Fund - Direct Plan - Growth | Absolute Returns | CAGR Returns |
1 Month Returns | -2.29% | -2.29% |
6 Month Returns | 2.64% | 2.64% |
1 Year Returns | 0.51% | 0.51% |
3 Years Returns | 68.09% | 18.9% |
5 Years Returns | 61.62% | 10.08% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Sundaram Tax Savings Fund - Direct Plan - Growth | -0.44 | 2.08 | -1.03 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Sundaram Tax Savings Fund - Direct Plan - Growth | 0.86 | 0.93 | 0.96 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Sundaram Tax Savings Fund - Direct Plan - Growth | -0.18 | 0.68 | 0.29 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Sundaram Tax Savings Fund - Direct Plan - Growth | 14.65 | 21.6 | 19.35 |
Mutual Fund execution provided by
Technology facilitation Services provided by Finzoom Investment Advisors Pvt. Ltd. - Advisory unit. SEBI Registered Investment Advisor: INA100012190 | BASL Registration No. 1154 | BSE StarMF Platform code: 24801
Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future returns.