Sundaram Tax Savings Fund – Direct Growth

Equity . ELSS
 . 3
Monthly Amount Invested
Duration
Yr
  • Would Have Become
    --
  • Invested Value
    --
  • Total Gain
    --
  • Returns
    -- per annum
₹ 500 ₹ 500 1.76 % 3★ ₹ - 9 Years
Min SIP Min Lumpsum Expense Ratio Rating Fund Size Fund Age
₹ 500 ₹ 500 1.76 %
Min SIP Min Lumpsum Expense Ratio
3★ ₹ 1.76 Cr 9 Years
Rating Fund Size Fund Age

Scheme Performance

Returns and Ranks ( as on April 28.2022 )
1 Month1M 1 Year1Y 3 Years3Y 5 Years5Y
Trailing Returns 3.36% 13.30% 10.60% 14.64%
Category Average -8.10% 0.55% 11.46% -

Scheme Allocation

Holding
Sector
Asset
ICICI Bank
8.8%
HDFC Bank
5.21%
Infosys
4.85%
Polycab India
4.57%
St Bk of India
4.13%
Others
72.43%
Banks
26.34%
Finance
6.12%
Automobiles
5.76%
Industrial Products
4.57%
Petroleum Products
4.05%
Others
53.16%
Equity
97.69%
Reverse Repos
2.26%
Foreign Equity
0.03%
Net Curr Ass/Net Receivables
0.03%
Others
0%

Exit Load & Tax Implication

Exit Load Nil

Advance Ratio

0.02 1.06 0.94 0.03
Alpha SD Beta Sharpe

Risk-O-Meter

AMC Contact Details

Sundaram Mutual Fund
AUM:
43,107 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

The NAV of Sundaram Tax Savings Fund – Direct Growth is ₹315.71 as of 27 June 2022.