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★ ₹ - 10 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 10 Years
Rating Fund Size Fund Age

Scheme Performance

Returns and Ranks ( as on 12 August 2022 )
1 Month1M 1 Year1Y 3 Years3Y 5 Years5Y
Trailing Returns 12.06% 20.42% 12.96% 15.75%
Category Average 6.05% 9.76% 13.44% -

Scheme Allocation

Holding
Sector
Asset
ICICI Bank
9.19%
HDFC Bank
5.17%
Infosys
4.8%
St Bk of India
4.47%
Reliance Industr
4.18%
Others
72.2%
Banks
26.26%
Finance
6.14%
Automobiles
6.03%
Industrial Products
4.28%
Petroleum Products
4.18%
Others
53.11%
Equity
96.79%
Reverse Repos
3.29%
Net Curr Ass/Net Receivables
-0.08%
Others
0%

Exit Load & Tax Implication

Exit Load Nil

Advance Ratio

0.01 1.10 0.94 0.00
Alpha SD Beta Sharpe

Risk-O-Meter

AMC Contact Details

Sundaram Mutual Fund
AUM:
39,954 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 ₹352.38 as of 12 August 2022.