Sundaram Tax Savings Fund
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Invested Amount--
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Wealth Gained--
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Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 12.9% | 26.9% | 11.4% | 15% | ||||
| Category Average | 13% | 26.6% | 12.5% | - |
Scheme Allocation
Advance Ratio
Exit Load
| Exit Load | Nil |
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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 Size
- 1Y
- 3Y
- 5Y
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- Equity .
- ELSS .
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- 4,740
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15.4%Fund Size - 4,740
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29.3%Fund Size - 4,740
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11.7%Fund Size - 4,740
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- Equity .
- ELSS .
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- 12,998
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20.7%Fund Size - 12,998
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29%Fund Size - 12,998
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13.5%Fund Size - 12,998
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- Equity .
- ELSS .
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- 11,451
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13.5%Fund Size - 11,451
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28.7%Fund Size - 11,451
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8.5%Fund Size - 11,451
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- Equity .
- ELSS .
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- 3,559
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17.9%Fund Size - 3,559
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28.4%Fund Size - 3,559
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15.6%Fund Size - 3,559
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- Equity .
- ELSS .
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- 10,161
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12.3%Fund Size - 10,161
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25.8%Fund Size - 10,161
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12.8%Fund Size - 10,161
AMC Contact Details
Frequently Asked Questions
How to invest in Sundaram Tax Savings Fund ?
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Sundaram Tax Savings Fund 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 ?
How to redeem Sundaram Tax Savings Fund holding ?
What is the minimum sip amount of Sundaram Tax Savings Fund?
What are the top sectors Sundaram Tax Savings Fund has invested in??
- ICICI Bank - 7.31%
- Reliance Industr - 6.46%
- HDFC Bank - 5.85%
- H D F C - 4.51%
- Infosys - 4.32%
How much returns have Sundaram Tax Savings Fund generated ?
What is the expense ratio of Sundaram Tax Savings Fund ?
What is the AUM of Sundaram Tax Savings Fund?
What are the top stock holdings of Sundaram Tax Savings Fund?
- ICICI Bank - 7.31%
- Reliance Industr - 6.46%
- HDFC Bank - 5.85%
- H D F C - 4.51%
- Infosys - 4.32%