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Sundaram Tax Savings Fund - Direct Plan

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.

Suitability

This product is suitable for investors who are seeking

• Long term capital growth with a three year lock-in.

• Investment in equity & equity related securities including equity derivatives of companies across market capitalization.

Fund Info

Scheme Class	Equity
Scheme Category	ELSS (Tax Savings)
Expense Ratio	1.85%
Min subscription	₹ 500

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 893
AMC AUM (in Crs.)	₹ 30,497
Min Addition Subscription	₹ 500

Benchmark Type

S&P BSE 200 India TR INR

Exit Load

Units locked in for 3 years, No exit load

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
Mirae Asset Tax Saver Fund - Direct Plan	500	500	24.1%
Axis Long Term Equity Fund - Direct Plan	500	500	16.85%
ICICI Prudential Long Term Equity Fund ( Tax Saving) - Direct Plan	500	500	19.73%
L&T Tax Advantage Fund - Direct Plan	500	500	16.71%
Aditya Birla Sun Life Tax Relief 96 - Direct Plan	500	500	13.75%
Tata India Tax Savings Fund - Direct Plan	500	500	20.04%
Axis Long Term Equity Fund - Direct Plan	500	500	16.85%
IDFC Tax Advantage (ELSS) Fund - Direct Plan	500	500	25.98%

Top 10 Holdings

Company	Holding Type	Asset(%)
ICICI Bank Ltd	Equity	9
HDFC Bank Ltd	Equity	5
Infosys Ltd	Equity	5
Polycab India Ltd	Equity	5
State Bank of India	Equity	4
Reliance Industries Ltd	Equity	4
Housing Development Finance Corp Ltd	Equity	4
Ashok Leyland Ltd	Equity	4
Axis Bank Ltd	Equity	3
Maruti Suzuki India Ltd	Equity	3

Asset Allocation(%)

Asset	Percent
Equity	98
Cash - Repurchase Agreement	2
Cash	0

Sector Allocation(%)

Sector	Percent
Financial Services	38
Consumer Cyclical	16
Industrials	13
Technology	11
Healthcare	6

Fund Manager

Rohit Seksaria

0+ years of experience

Sudhir Kedia

2+ years of experience

Sundaram Mutual Fund

AUM₹30,497 Cr

About

This asset management company has an experience of over 20 years and is a wholly owned subsidiary of a NBFC - Sundaram Finance Limited.##With a wide range of products offered under the Sundaram banner, Sundaram mutual funds have also made a mark in the financial industry. It offers a wide range of schemes, starting from equity, debt, income and liquid funds.##The fund management team boasts of an excellent research and analytical team that analyzes market conditions to optimize returns of investor.##For investors who want a regular income the main focus is on improving the credit quality of the portfolio. Sundaram was the first to launch funds in themes such as Mid-cap, Capex, Leadership, Rural India and Micro cap. It targets to increase the value of each and every stakeholder and aspires to hold a high degree of business ethics.

rahulm@sundarammutual.com

Phone

1860 425 7237

Address

Sundaram Asset Management Company Limited,Sundaram Towers,,2nd Floor, 46 Whites Road,,Royapettah,, Chennai - 600 014

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m