Sundaram Tax Savings Fund - Growth - Regular Plan

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  • (-0.37%)Nav, as on 23-03-2023

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Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

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 -2.63 -3.39 0.08 33.03 9.72 15.45
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 0.08 33.03 9.72 2.36 930.82
Axis Long Term Equity Fund - Regular Plan - Growth Dec 29, 2009 Unrated -11.72 20.05 8.83 1.67 28,754.21
Mirae Asset Tax Saver Fund-Regular Plan-Growth Dec 28, 2015 -1.06 34.91 14.13 1.70 14,043.25
Aditya Birla Sun Life Tax Relief '96 - Growth Option Mar 10, 2008 Unrated -3.68 20.20 4.85 1.74 12,755.21
SBI Long Term Equity Fund - REGULAR PLAN- GROWTH Mar 31, 1993 7.61 34.85 11.31 1.87 12,158.35
Nippon India Tax Saver (ELSS) Fund-Growth Plan-Growth Option Sep 21, 2005 Unrated 0.78 31.81 5.91 1.82 11,210.87

Fund Holdings as on 28-February-2023

  • ICICI Bank Ltd

  • Reliance Industries Ltd

  • HDFC Bank Ltd

  • Infosys Ltd

  • TREPS

  • Housing Development Finance Corporation Ltd

  • State Bank of India

  • Axis Bank Ltd

  • Ashok Leyland Ltd

  • Tata Consultancy Services Ltd

  • Polycab India Ltd

  • Maruti Suzuki India Ltd

  • Hindustan UniLever Ltd

  • Sun Pharmaceutical Industries Ltd

  • Jubilant Foodworks Ltd

  • Tata Motors Ltd

  • Larsen & Toubro Ltd

  • ICRA Ltd

  • Interglobe Aviation Ltd

  • ABB India Ltd

  • Bank of Baroda

  • BEML Ltd

  • The Federal Bank Ltd

  • Crompton Greaves Consumer Electricals Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • Ultratech Cement Ltd

  • Canara Bank

  • Bajaj Finserv Ltd

  • VIP Industries Ltd

  • Bharti Airtel Ltd - Partly Paid Right Shares

  • Oberoi Realty Ltd

  • Navin Fluorine International Ltd

  • LTIMindtree Ltd

  • Max Financial Services Ltd

  • Avenue Supermarts Ltd

  • Can Fin Homes Ltd

  • Titan Company Ltd

  • IndusInd Bank Ltd

  • Subros Ltd

  • Page Industries Ltd

  • Coforge Ltd

  • Tata Steel Ltd

  • Schaeffler India Ltd

  • Force Motors Ltd

  • Clean Science & Technology Ltd

  • TATA Consumer Products Ltd

  • IPCA Laboratories Ltd

  • Wipro Ltd

  • CE Info Systems Private Limited

  • United Breweries Ltd

  • Fortis Health Care Ltd

  • ITC Ltd

  • Zydus Wellness Ltd

  • Britannia Industries Ltd

  • Sapphire Foods India Ltd

  • Divis Laboratories Ltd

  • Sona BLW Precision Forgings Ltd

  • Voltas Ltd

  • United Spirits Ltd

  • Triveni Turbine Ltd

  • Cipla Ltd

  • Dixon Technologies (India) Ltd

  • BEML Land and Assets Ltd

  • Zomato Ltd

  • Chennai Super Kings Ltd @

  • Virtual Dynamics Software Ltd @

  • Cash and Other Net Current Assets

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  • Bank - Private

  • IT - Software

  • Bank - Public

  • Refineries

  • Finance - Housing

  • Automobiles-Trucks/Lcv

  • Miscellaneous

  • Household & Personal Products

  • Pharmaceuticals & Drugs

  • Consumer Food

  • Cable

  • Automobiles - Passenger Cars

  • Chemicals

  • Engineering - Industrial Equipments

  • Engineering - Construction

  • Ratings

  • Electric Equipment

  • Airlines

  • Consumer Durables - Domestic Appliances

  • Auto Ancillary

  • Finance - NBFC

  • Cement & Construction Materials

  • Finance - Investment

  • Construction - Real Estate

  • Breweries & Distilleries

  • Finance - Others

  • Retailing

  • Diamond & Jewellery

  • Textile

  • Steel & Iron Products

  • Bearings

  • Tea/Coffee

  • Hospital & Healthcare Services

  • Cigarettes/Tobacco

  • Air Conditioners

  • Consumer Durables - Electronics

  • Unspecified

  • e-Commerce

  • Amusement Parks/Recreation/Club

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  • Cash

  • Equity

  • Rights

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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 ₹930.82 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 down ₹-1.19(-0.37%)yesterday to ₹320.7592.

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