Sundaram Tax Savings Fund - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

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Fund Objective

The fund seeks to build a high quality growth oriented portfolio to provide long term capital appreciation through investment primarily in equities.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth -7.18 -4.54 8.10 12.36 9.99 15.70
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
NIFTY 500 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth Mar 31, 1996 8.10 12.36 9.99 2.38 919.63
Axis Long Term Equity Fund - Regular Plan - Growth Dec 29, 2009 -6.14 9.98 10.76 1.68 31,655.93
Aditya Birla Sun Life Tax Relief '96 - Growth Option Mar 10, 2008 Unrated -3.72 6.13 7.28 1.80 13,735.60
Mirae Asset Tax Saver Fund-Regular Plan-Growth Dec 28, 2015 5.53 16.79 14.73 1.64 11,962.66
Nippon India Tax Saver (ELSS) Fund-Growth Plan-Growth Option Sep 21, 2005 Unrated 8.40 7.86 4.52 1.72 11,679.10
SBI Long Term Equity Fund - REGULAR PLAN- GROWTH Mar 31, 1993 5.94 12.04 9.19 1.86 10,575.29

Fund Holdings as on 30-April-2022

  • ICICI Bank Ltd

  • HDFC Bank Ltd

  • Infosys Ltd

  • Polycab India Ltd

  • State Bank of India

  • Reliance Industries Ltd

  • Ashok Leyland Ltd

  • Axis Bank Ltd

  • Housing Development Finance Corporation Ltd

  • Tata Consultancy Services Ltd

  • Maruti Suzuki India Ltd

  • TREPS

  • Jubilant Foodworks Ltd

  • Tata Motors Ltd

  • Sun Pharmaceutical Industries Ltd

  • Bharti Airtel Ltd - Partly Paid Right Shares

  • BEML Ltd

  • Hindustan UniLever Ltd

  • Crompton Greaves Consumer Electricals Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • The Federal Bank Ltd

  • Schaeffler India Ltd

  • Max Financial Services Ltd

  • Gland Pharma Ltd

  • ABB India Ltd

  • ICRA Ltd

  • Bank of Baroda

  • Canara Bank

  • VIP Industries Ltd

  • Larsen & Toubro Ltd

  • Navin Fluorine International Ltd

  • Kotak Mahindra Bank Ltd

  • Avenue Supermarts Ltd

  • Indian Bank

  • Page Industries Ltd

  • Sona BLW Precision Forgings Ltd

  • Zydus Wellness Ltd

  • Subros Ltd

  • Bajaj Finserv Ltd

  • Computer Age Management Services Ltd

  • Ultratech Cement Ltd

  • Force Motors Ltd

  • IPCA Laboratories Ltd

  • Oberoi Realty Ltd

  • ICICI Lombard General Insurance Company Ltd

  • Minda Industries Ltd

  • SBI Life Insurance Company Ltd

  • Coforge Ltd

  • CE Info Systems Private Limited

  • Divis Laboratories Ltd

  • Cipla Ltd

  • Tata Steel Ltd

  • Wipro Ltd

  • UTI Asset Management Co Ltd

  • Dr. Reddys Laboratories Ltd

  • MindTree Ltd

  • Zomato Ltd

  • Reverse Repo

  • Vedant Fashions Ltd

  • Chennai Super Kings Ltd @

  • Virtual Dynamics Software Ltd @

  • Cash and Other Net Current Assets

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About Sundaram Tax Savings Fund

Scheme Analysis

Sundaram Tax Savings Fund is a Equity - ELSS fund and belongs to Sundaram Mutual Fund. It was launched on 31-Mar-1996 and currently has an AUM of ₹919.63 crore. Sundaram Tax Savings Fund is benchmarked against NIFTY 50 - TRI as primary index and NIFTY 500 - TRI as secondary index.

The NAV of Sundaram Tax Savings Fund ended up ₹3.95(1.31%)yesterday to ₹304.9227.

Among its top 3 holdings the fund has exposure to ICICI Bank Ltd, and

The Sundaram Tax Savings Fund is managed by Sudhir Kedia and Rohit Seksaria.

Fund House Contact

Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

+91 (22) 28583362/3367
+91 (22) 22858 3156