Sundaram Tax Savings Fund - Regular Growth

Fund Name : Sundaram Mutual Fund
Scheme Name : Sundaram Tax Savings Fund - Regular Growth
AMC : Sundaram Mutual Fund
Type : Open
Category : Equity - Tax Planning
Launch Date : 31-Mar-96
Fund Manager : Sudhir Kedia
Net Assets (Rs. cr) : 933.92

NAV Chart of Sundaram Tax Savings Fund - Regular Growth

Performance (%) of Sundaram Tax Savings Fund - Regular Growth

* returns above 1 yr. are annualized
  1w 1m 3m 6m 1y 3y 5y Since INC
Scheme Returns [3.49] 1.68 [3.80] 11.12 31.39 18.40 15.06 16.22
Category Avg [4.37] 0.02 [3.58] 7.96 35.58 20.88 15.33 15.62
Category Best 3.12 4.38 5.41 17.14 75.14 38.05 26.46 29.57
Category Worst [7.45] [11.01] [14.30] [4.22] 12.02 9.86 8.19 6.99

NAV Details of Sundaram Tax Savings Fund - Regular Growth

NAV Date : 28-Jan-22
NAV [Rs.] : 326.76
Buy/Resale Price [Rs.] : 0
Sell/Repurchase Price [Rs.] : 0
Entry Load % : NIL
Exit Load % : Nil

Latest Dividends of Sundaram Tax Savings Fund - Regular Growth

  Dividends Bonus
Ratio 80 NA
Date 3/27/2008 12:00:00 AM 3/27/2008 12:00:00 AM

Investment Details of Sundaram Tax Savings Fund - Regular Growth

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

In & Out shares of Sundaram Tax Savings Fund - Regular Growth

In
Name of the Company No of shares
Reliance Industr 137512
Zydus Wellness 56776
Virtual Dynamics 200000
Punjab Wireless 8600
Out
Name of the Company No of shares
Reliance Inds PP 87555
Bharti Airtel 83095
IndusInd Bank 37337
SBI Cards 19335

Fund Holding of Sundaram Tax Savings Fund - Regular Growth

Asset Type Instrument Name Industry Net Assets(%) No of Shares Mkt Value(Cr.)
Equity & Equity related Investments
Equity ICICI Bank Banks 8.28 1,044,215.00 77.29
Equity Infosys Software 7.41 366,446.00 69.18
Equity HDFC Bank Banks 5.31 335,117.00 49.58
Equity Polycab India Industrial Products 4.55 172,375.00 42.52
Equity Reliance Industr Petroleum Products 3.49 137,512.00 32.56
Equity TCS Software 3.36 83,894.00 31.36
Equity St Bk of India Banks 3.06 619,702.00 28.53
Equity Ashok Leyland Auto 2.94 2,240,795.00 27.44
Equity Axis Bank Banks 2.76 380,005.00 25.79
Equity Maruti Suzuki Auto 2.48 31,194.00 23.17
Equity Tata Motors Auto 2.08 403,269.00 19.45
Equity Kotak Mah. Bank Banks 2 104,177.00 18.71
Equity Bharti Airtel PP Telecom - Services 1.86 493,578.00 17.41
Equity H D F C Finance 1.85 66,786.00 17.27
Equity BEML Ltd Industrial Capital Goods 1.73 98,510.00 16.19
Equity Zee Entertainmen Entertainment 1.72 500,120.00 16.04
Equity Sun Pharma.Inds. Pharmaceuticals 1.68 185,514.00 15.69
Equity Bank of Baroda Banks 1.66 1,894,661.00 15.53
Equity Hind. Unilever Consumer Non Durables 1.60 63,396.00 14.96
Equity Coforge Software 1.56 24,755.00 14.58
Equity Tata Steel Ferrous Metals 1.52 127,773.00 14.20
Equity Schaeffler India Industrial Products 1.49 15,870.00 13.94
Equity A B B Industrial Capital Goods 1.44 60,212.00 13.45
Equity Larsen & Toubro Construction Project 1.43 70,588.00 13.38
Equity Federal Bank Banks 1.40 1,579,421.00 13.11
Equity Navin Fluo.Intl. Chemicals 1.27 28,290.00 11.85
Equity Canara Bank Banks 1.21 563,635.00 11.27
Equity V I P Inds. Consumer Durables 1.19 206,497.00 11.12
Equity Mindtree Software 1.18 23,151.00 11.07
Equity Wipro Software 1.18 153,850.00 11.01
Equity Zydus Wellness Consumer Non Durables 1.15 56,776.00 10.70
Equity Subros Auto Ancillaries 1.12 278,622.00 10.47
Equity Sona BLW Precis. Auto Ancillaries 1.11 139,672.00 10.39
Equity Indian Bank Banks 1.11 740,179.00 10.33
Equity Minda Industries Auto Ancillaries 1.06 80,545.00 9.87
Equity Cholaman.Inv.&Fn Finance 1.02 182,404.00 9.49
Equity Crompton Gr. Con Consumer Durables 1.01 214,805.00 9.40
Equity Dr Reddy's Labs Pharmaceuticals 1.01 19,135.00 9.39
Equity Astral Industrial Products 0.95 39,083.00 8.92
Equity ICRA Capital Markets 0.95 26,183.00 8.88
Equity Ipca Labs. Pharmaceuticals 0.93 39,940.00 8.65
Equity ICICI Lombard Insurance 0.92 61,375.00 8.60
Equity PVR Entertainment 0.87 62,335.00 8.09
Equity SBI Life Insuran Insurance 0.85 66,146.00 7.91
Equity UltraTech Cem. Cement & Cement Products 0.82 10,029.00 7.61
Equity Force Motors Auto 0.77 57,520.00 7.20
Equity Max Financial Insurance 0.76 72,214.00 7.08
Equity Multi Comm. Exc. Capital Markets 0.76 44,590.00 7.06
Equity Divi's Lab. Pharmaceuticals 0.74 14,839.00 6.94
Equity B P C L Petroleum Products 0.74 178,610.00 6.88
Equity ITC Consumer Non Durables 0.66 280,619.00 6.12
Equity Cams Services Capital Markets 0.63 22,145.00 5.90
Equity Bharat Forge Industrial Products 0.62 83,280.00 5.81
Equity UTI AMC Capital Markets 0.62 55,010.00 5.79
Equity Zomato Ltd Retailing 0.55 370,890.00 5.10
Equity Cipla Pharmaceuticals 0.53 52,091.00 4.92
Equity P I Industries Pesticides 0.41 12,498.00 3.79
Equity Aurobindo Pharma Pharmaceuticals 0.40 50,764.00 3.73
Equity Britannia Inds. Consumer Non Durables 0.35 8,951.00 3.23
Equity FSN E-Commerce Retailing 0.28 12,360.00 2.60
Equity PB Fintech. Financial Technology (Fintech) 0.18 17,850.00 1.70
Equity Chennai Super Leisure Services 0.03 374,002.00 0.23
Equity Virtual Dynamics -/- 0 200,000.00 0
Equity Punjab Wireless -/- 0 8,600.00 0
Equity Apollo Tyres Auto Ancillaries 0 2,500.00 0
 
Cash & Cash Equivalent
Net CA & Others Net CA & Others -/- 1.44 0.00 13.49
 

Key Information of Sundaram Tax Savings Fund - Regular Growth

Fund House : Sundaram Mutual Fund
Incorporation Date : 26-Feb-1996
Total Assets Managed (Cr.) : 34,362.09
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 of Sundaram Tax Savings Fund - Regular Growth

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

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