Sundaram Mutual Fund

Sundaram Tax Savings Fund - Regular (G)

Summary Info


Fund Name:Sundaram Mutual Fund
Scheme Name:Sundaram Tax Savings Fund - Regular (G)
AMC:Sundaram Mutual Fund
Type:O
Category:Equity - Tax Planning
Launch Date: 31-Mar-1996
Fund Manager:Sudhir Kedia
Net Assets (Rs. cr):930.82

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Sundaram Tax Savings Fund - Regular (G)- NAV Details

NAV Date:29-Mar-2023
NAV [Rs.]:319.81
Buy/Resale Price [Rs.]:0
Sell/Repurchase Price [Rs.]:0
Entry Load %:NIL
Exit Load %: Nil

Sundaram Tax Savings Fund - Regular (G)- NAV Chart

Sundaram Tax Savings Fund - Regular (G)- Performance(%)

1w1m3m6m1y3y5ySince INC
Scheme Returns-1.04 -2.96 -6.66 -2.47 -0.66 27.71 9.18 15.36
Category Avg-1.43-2.58 -5.96 -1.97 0.03 29.38 10.55 12.04
Category Best-0.71-1.11 -1.53 5.63 10.84 51.22 21.76 22.77
Category Worst-1.04 -2.96 -6.66 -2.47 -0.66 27.71 9.18 15.36

Sundaram Tax Savings Fund - Regular (G)- Latest Dividends

DividendsBonus
Ratio80.00 0.00
Date 27-03-2008 27-03-2008

Sundaram Tax Savings Fund - Regular (G)- Investment Details

Min. Investment(Rs.):500
Increm.Investment(Rs.):500

My Wealth At Retirement

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In & Out

In
Name of the CompanyNo of shares

No Record Found

Out
Name of the CompanyNo of shares

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Fund Holdings

Asset TypeInstrument NameIndustryNet Assets(%)No of SharesMkt Value(Cr.)
Equity & Equity related Investments
EquityICICI Bank Banks 7.37 8,03,000.00 68.64
EquityReliance Industr Petroleum Products 6.44 2,58,000.00 59.92
EquityHDFC Bank Banks 5.76 3,35,117.00 53.61
EquityInfosys IT - Software 5.08 3,18,000.00 47.30
EquityH D F C Finance 4.40 1,57,000.00 40.97
EquitySt Bk of India Banks 3.84 6,83,000.00 35.71
EquityAxis Bank Banks 3.23 3,56,000.00 30.05
EquityAshok Leyland Ction Vehicles 2.85 18,25,000.00 26.55
EquityTCS IT - Software 2.78 78,000.00 25.84
EquityPolycab India Industrial Products 2.55 77,000.00 23.73
EquityMaruti Suzuki Automobiles 2.32 25,000.00 21.56
EquityHind. Unilever Diversified Fmcg 2.30 86,900.00 21.38
EquitySun Pharma.Inds. Pharmaceuticals & Biotechnology 1.81 1,76,000.00 16.84
EquityJubilant Food. Leisure Services 1.71 3,61,925.00 15.96
EquityTata Motors Automobiles 1.63 3,60,000.00 15.15
EquityLarsen & Toubro Construction 1.60 70,588.00 14.89
EquityICRA Capital Markets 1.58 33,000.00 14.70
EquityInterglobe Aviat Transport Services 1.56 78,000.00 14.48
EquityA B B Electrical Equipment 1.56 45,000.00 14.48
EquityBank of Baroda Banks 1.55 9,06,000.00 14.41
EquityBEML Ltd Ction Vehicles 1.32 98,510.00 12.25
EquityFederal Bank Banks 1.29 9,32,000.00 12.04
EquityCrompton Gr. Con Consumer Durables 1.29 3,94,000.00 11.97
EquityCholaman.Inv.&Fn Finance 1.28 1,57,000.00 11.88
EquityUltraTech Cem. Cement & Cement Products 1.25 16,000.00 11.62
EquityCanara Bank Banks 1.18 3,94,000.00 11.01
EquityBajaj Finserv Finance 1.15 80,000.00 10.68
EquityV I P Inds. Consumer Durables 1.13 1,65,000.00 10.53
EquityBharti Airtel PP Telecom - Services 1.10 2,83,000.00 10.24
EquityOberoi Realty Realty 1.07 1,16,000.00 9.95
EquityNavin Fluo.Intl. Chemicals & Petrochemicals 1.06 24,000.00 9.91
EquityLTI Mindtree IT - Software 1.01 20,000.00 9.44
EquityMax Financial Insurance 0.97 1,30,000.00 9.00
EquityAvenue Super. Retailing 0.95 26,000.00 8.88
EquityCan Fin Homes Finance 0.93 1,50,000.00 8.63
EquityTitan Company Consumer Durables 0.92 36,000.00 8.54
EquityIndusInd Bank Banks 0.87 75,000.00 8.08
EquitySubros Auto Components 0.84 2,78,622.00 7.83
EquityPage Industries Textiles & Apparels 0.82 2,000.00 7.59
EquityCoforge IT - Software 0.79 17,000.00 7.31
EquityTata Steel Ferrous Metals 0.77 6,90,000.00 7.17
EquitySchaeffler India Auto Components 0.77 24,000.00 7.16
EquityForce Motors Automobiles 0.77 59,013.00 7.13
EquityClean Science Chemicals & Petrochemicals 0.74 50,000.00 6.89
EquityTata Consumer Agricultural Food & Other Products 0.71 92,000.00 6.58
EquityIpca Labs. Pharmaceuticals & Biotechnology 0.69 79,880.00 6.45
EquityWipro IT - Software 0.67 1,61,000.00 6.23
EquityC.E. Info System IT - Software 0.62 50,504.00 5.79
EquityUnited Breweries Beverages 0.61 39,000.00 5.64
EquityFortis Health. Healthcare Services 0.57 2,00,000.00 5.34
EquityITC Diversified Fmcg 0.55 1,36,000.00 5.12
EquityZydus Wellness Food Products 0.54 35,000.00 5.00
EquityBritannia Inds. Food Products 0.53 11,000.00 4.91
EquitySapphire Foods Leisure Services 0.45 34,000.00 4.21
EquityDivi's Lab. Pharmaceuticals & Biotechnology 0.45 14,839.00 4.19
EquitySona BLW Precis. Auto Components 0.44 92,083.00 4.13
EquityVoltas Consumer Durables 0.42 44,000.00 3.92
EquityUnited Spirits Beverages 0.41 52,000.00 3.85
EquityTriveni Turbine Electrical Equipment 0.40 1,18,000.00 3.75
EquityCipla Pharmaceuticals & Biotechnology 0.36 37,000.00 3.35
EquityDixon Technolog. Consumer Durables 0.31 10,000.00 2.89
EquityBEML Land Assets Finance 0.24 98,510.00 2.23
EquityZomato Ltd Retailing 0.21 3,70,890.00 1.98
EquityChennai Super Entertainment And Electronic Media 0.02 3,74,002.00 0.20
EquityVirtual Dynamics -/- 0.00 2,00,000.00 0.00
Cash & Cash Equivalent
Reverse RepoTREPS -/- 4.88 0.00 45.47
Net CA & OthersNet CA & Others -/- -0.25 0.00 -2.32

Key Information

Fund House: Sundaram Asset Management Company Ltd
Incorporation Date: 26-Feb-1996
Total Assets Managed (Cr.): 44,657.39
Trustee/s: Sundaram Trustee Company
Chairman: N/A
CEO / MD: Sunil Subramaniam
CIO: N/A
President: N/A
Director/s: Sunil Subramaniam
Compliance Officer/s: P Sundararajan
Investor Service Officer/s: P.Rahul Mayor
Fund Manager/s: Sudhir Kedia

Other Information

Auditors: M/s Brahmayya & Co,CA
Registered Office: Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai 600 014
Contact Nos: 044-2858 3362/3367
Fax: 044-2858 3156
Email : dhirent@sundarammutual.com
Website : www.sundarammutual.com