Sundaram Tax Savings Fund – Direct Growth
500
Min SIP
500
Min Lumpsum
1.76 %
Expense Ratio
Rating
1,084
Fund Size (in Cr)
11 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 19.1% | 26.4% | 14.5% | 15.6% | ||||
| Category Average | 19.5% | 24.2% | 14.8% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
2.64
Alpha
3.94
SD
0.92
Beta
1.67
Sharpe
Exit Load
| Exit Load | Nil |
|---|
Fund Objective
The objective of the scheme is 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 over the life of the scheme.
Fund Managers
Sudhir Kedia
Sudhir Kedia has over 16 years of fund management and stock research experience. Before joining Sundaram, he worked at Principal India Mutual Fund, Mirae Asset Global Investments, and ASK Investment Managers. He has a solid educational background.
He holds the designations of Chartered Accountant, Cost and Works Accountant, and MBA.
Sudhir currently manages the Sundaram Multi Cap Fund, the Sundaram Diversified Equity Fund, the Sundaram Tax Savings Fund, the Sundaram Equity Savings Fund, the Sundaram Small Cap Fund, the Sundaram Micro Cap Series XIV – XVII, the Sundaram Emerging Small Cap Series I – VII, the Sundaram Long Term Tax Advantage Series I – IV, and the Sundaram Long Term Micro Cap.
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
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- Equity .
- ELSS .
-
- 5,246
-
24.8%Fund Size - 5,246
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30.4%Fund Size - 5,246
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15%Fund Size - 5,246
-
- Equity .
- ELSS .
-
- 15,586
-
33.5%Fund Size - 15,586
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29.4%Fund Size - 15,586
-
17.4%Fund Size - 15,586
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- Equity .
- ELSS .
-
- 12,543
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22.1%Fund Size - 12,543
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29.3%Fund Size - 12,543
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11.9%Fund Size - 12,543
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- Equity .
- ELSS .
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- 4,088
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23%Fund Size - 4,088
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26.3%Fund Size - 4,088
-
17.9%Fund Size - 4,088
-
- Equity .
- ELSS .
-
- 11,227
-
18.2%Fund Size - 11,227
-
25.7%Fund Size - 11,227
-
14.2%Fund Size - 11,227
AMC Contact Details
Sundaram Mutual Fund
AUM:
45,611 Cr
Address:
Sundaram Towers, 2nd Floor,
46 White Road, Royapettah,
Chennai 600 014
Contact:
044-2858 3362/3367
Email ID:
dhirent@sundarammutual.com
Frequently Asked Questions
How to invest in Sundaram Tax Savings Fund – Direct Growth ?
You can invest in Sundaram Tax Savings Fund – Direct Growth in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Sundaram Tax Savings Fund – Direct Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of Sundaram Tax Savings Fund – Direct Growth ?
The NAV of Sundaram Tax Savings Fund – Direct Growth is ₹409.7 as of 29 September 2023.
How to redeem Sundaram Tax Savings Fund – Direct Growth holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of Sundaram Tax Savings Fund – Direct Growth?
The minimum SIP amount of Sundaram Tax Savings Fund – Direct Growth is ₹500
What are the top sectors Sundaram Tax Savings Fund – Direct Growth has invested in?
The top sectors Sundaram Tax Savings Fund – Direct Growth has invested in are
- Banks - 28.3%
- IT-Software - 8.93%
- Pharmaceuticals & Biotech - 7.06%
- Petroleum Products - 6.41%
- Automobiles - 5.16%
Can I make investments in both the SIP and Lump Sum schemes of Sundaram Tax Savings Fund – Direct Growth?
Yes, You can select both SIP or Lumpsum investment of Sundaram Tax Savings Fund – Direct Growth based on your investment objective and risk tolerance.
How much returns have Sundaram Tax Savings Fund – Direct Growth generated ?
The Sundaram Tax Savings Fund – Direct Growth has delivered 15.6% since inception
What is the expense ratio of Sundaram Tax Savings Fund – Direct Growth ?
The expense ratio of Sundaram Tax Savings Fund – Direct Growth is 1.76 % as of 29 September 2023.
What is the AUM of Sundaram Tax Savings Fund – Direct Growth?
The AUM of Sundaram Tax Savings Fund – Direct Growth is ₹45,611 Cr as of 29 September 2023
What are the top stock holdings of Sundaram Tax Savings Fund – Direct Growth?
The top stock holdings of Sundaram Tax Savings Fund – Direct Growth are
- HDFC Bank - 8.78%
- Reliance Industr - 6.08%
- ICICI Bank - 5.84%
- Infosys - 4.41%
- St Bk of India - 4.26%
How can I redeem my investments in Sundaram Tax Savings Fund – Direct Growth?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Sundaram Tax Savings Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Sundaram Tax Savings Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.