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Sundaram Mutual Fund

Sundaram Tax Savings Fund Direct

NAV
returns change indicator
320.2943
as on 27 May 2022, 10:30 PM
4.1570(1.31%)
Last Change
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Scheme Ratings

3
starstarstarstarstar
rated by Value Research
3
starstarstarstarstar
rated by Morningstar
Videos: for Sundaram Mutual Fund
Principal Tax Saving Fund
Principal Tax Savings Fund Low

Investment Performance

would have given a return of
1,10,871
star
1,21,647
star
1,41,976
star
1,43,819
star
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
43,819
Profit (absolute return)
43.82%
in the last
1m
3m
1y
3y
5y
max
+1% Higher Returns
With Direct Plans on Paytm Money

Investment Returns

In the last 3 months
3.15%
In the last 6 months
4.95%
In the last 1 year
9.33%
In the last 3 years
43.82%
In the last 5 years
63.35%
In the last 10 years
NA
Absolute Returns
CAGR

Scheme Riskometer

low
low
low to moderate
low to moderate
moderate
moderate
moderately high
moderately high
high
high
very high
very high
indicator
Investors understand that their principal will be at high risk

Scheme Information

Sundaram Tax Savings Fund Direct
Sundaram Tax Savings Fund Direct
as of 30 Apr 2022, 05:30 AM
919.63 Cr
Scheme Asset Size
Fund Type
Open-End
Exit Load
No charges on withdrawal
1.75%
Expense Ratio
Plan
Growth
2.30%
Cash Holding
Benchmark
NIFTY 500 Total Return Index
Scheme Document
Benchmark
NIFTY 500 Total Return Index
Exit Load
No charges on withdrawal
Scheme Document

Sectors Holding in this Mutual Fund

as on 30 Apr 2022
Sort By
Financial
34.91%
321.04 Cr
Automobile
11.78%
108.36 Cr
Technology
10.29%
94.60 Cr
Capital Goods
9.30%
85.56 Cr
Healthcare
6.02%
55.32 Cr
View All
View All

Companies Holding in this Mutual Fund

as on 30 Apr 2022
Sort By
ICICI Bank Ltd.
8.44%
77.62 Cr
HDFC Bank Ltd.
5.05%
46.44 Cr
Infosys Ltd.
4.91%
45.15 Cr
Polycab India Ltd.
4.66%
42.85 Cr
State Bank of India
4.25%
39.08 Cr
View All
View All

About Sundaram Tax Savings Fund Direct

Sundaram Tax Savings Fund Direct is a Tax Saver mutual fund scheme from Sundaram Mutual Fund. This scheme was launched on Invalid date and is currently managed by its fund managers Sudhir Kedia and Rohit Seksaria. It has an AUM of ₹919.63 Crores and the latest NAV decalared is ₹320.294 as on 29 May 2022 at 1:48 am.
Sundaram Tax Savings Fund Direct scheme return performance in last 1 year is 9.33%, in last 3 years is 43.82% and 270.97% since scheme launch. The min. SIP amount to invest in this scheme is ₹500.

Scheme Details

AUM:919.63 Cr
Category:Equity: ELSS
Launch Date:Invalid date
Fund Type:Open-End

About Fund Category

Having a statutory lock-in period of 3 years, ELSS Funds enable long term wealth accumulation along with the benefit of tax saving. Investing in ELSS Funds makes you eligible to claim a tax deduction of up to Rs 1.5 lakh under Section 80C of the Income Tax Act 1961.

AMC Information

Sundaram Mutual Fund
Sundaram Mutual Fund
View AMC Details
41,040.47 Cr
AUM
101
Schemes
Address
Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah600014
Phone Number
Phone Number
Phone : 1860-425-7237