Sundaram Tax Savings Fund – Direct (IDCW-H)

Equity . ELSS
Monthly Amount Invested
Duration
Yr
  • Would Have Become
    --
  • Invested Value
    --
  • Total Gain
    --
  • Returns
    -- per annum
₹ 500 ₹ 500 1.76 % 0★ ₹ - 5 Years
Min SIP Min Lumpsum Expense Ratio Rating Fund Size Fund Age
₹ 500 ₹ 500 1.76 %
Min SIP Min Lumpsum Expense Ratio
0★ ₹ 1.76 Cr 5 Years
Rating Fund Size Fund Age

Scheme Performance

Returns and Ranks ( as on 11 August 2022 )
1 Month1M 1 Year1Y 3 Years3Y 5 Years5Y
Trailing Returns 10.57% 19.89% - 11.25%
Category Average 2.28% 10.19% 13.68% -

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 (IDCW-H) is ₹351.85 as of 11 August 2022.