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):966.64

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Sundaram Tax Savings Fund - Regular (G)- NAV Details
NAV Date:01-Jun-2023
NAV [Rs.]:349.88
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 Returns1.49 3.90 6.01 -0.90 12.20 26.22 10.73 15.66
Category Avg1.544.27 7.72 1.29 15.44 29.35 12.54 13.81
Category Best2.887.94 14.98 10.11 26.97 50.52 23.83 23.18
Category Worst1.49 3.90 6.01 -0.90 12.20 26.22 10.73 15.66
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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Fund Holdings
Asset TypeInstrument NameIndustryNet Assets(%)No of SharesMkt Value(Cr.)
Equity & Equity related Investments
EquityICICI Bank Banks 7.31 7,70,000.00 70.66
EquityReliance Industr Petroleum Products 6.46 2,58,000.00 62.45
EquityHDFC Bank Banks 5.85 3,35,117.00 56.55
EquityH D F C Finance 4.51 1,57,000.00 43.58
EquityInfosys IT - Software 4.32 3,33,000.00 41.72
EquitySt Bk of India Banks 4.09 6,83,000.00 39.50
EquityAxis Bank Banks 2.97 3,34,000.00 28.72
EquityTCS IT - Software 2.60 78,000.00 25.11
EquityAshok Leyland Agricultural, Commercial & Construction Vehicles 2.46 16,30,000.00 23.79
EquityPolycab India Industrial Products 2.22 67,000.00 21.48
EquityHind. Unilever Diversified FMCG 2.01 78,900.00 19.39
EquityMaruti Suzuki Automobiles 1.95 22,000.00 18.90
EquityTata Motors Automobiles 1.81 3,60,000.00 17.46
EquitySun Pharma.Inds. Pharmaceuticals & Biotechnology 1.80 1,76,000.00 17.38
EquityBank of Baroda Banks 1.76 9,06,000.00 17.01
EquityLarsen & Toubro Construction 1.73 70,588.00 16.69
EquityInterglobe Aviat Transport Services 1.63 78,000.00 15.76
EquityICRA Capital Markets 1.62 33,000.00 15.61
EquityA B B Electrical Equipment 1.59 45,000.00 15.38
EquityJubilant Food. Leisure Services 1.46 3,17,000.00 14.15
EquityFederal Bank Banks 1.30 9,32,000.00 12.58
EquityCanara Bank Banks 1.29 3,94,000.00 12.51
EquityBEML Ltd Agricultural, Commercial & Construction Vehicles 1.24 98,510.00 11.99
EquityNavin Fluo.Intl. Chemicals & Petrochemicals 1.20 24,000.00 11.64
EquityBharti Airtel PP Telecom - Services 1.20 2,83,000.00 11.63
EquityCholaman.Inv.&Fn Finance 1.19 1,32,000.00 11.50
EquityUltraTech Cem. Cement & Cement Products 1.17 15,000.00 11.33
EquityBajaj Finserv Finance 1.12 80,000.00 10.84
EquityTitan Company Consumer Durables 1.09 40,000.00 10.57
EquityV I P Inds. Consumer Durables 1.01 1,65,000.00 9.80
EquityCan Fin Homes Finance 0.96 1,50,000.00 9.25
EquityAvenue Super. Retailing 0.94 26,000.00 9.13
EquityLTI Mindtree IT - Software 0.91 20,000.00 8.84
EquityIndusInd Bank Banks 0.89 75,000.00 8.65
EquitySubros Auto Components 0.89 2,78,622.00 8.59
EquityMax Financial Insurance 0.86 1,30,000.00 8.32
EquityPage Industries Textiles & Apparels 0.83 2,000.00 8.06
EquityForce Motors Automobiles 0.82 59,013.00 7.92
EquityCrompton Gr. Con Consumer Durables 0.78 2,94,000.00 7.49
EquityTata Steel Ferrous Metals 0.77 6,90,000.00 7.45
EquityClean Science Chemicals & Petrochemicals 0.75 50,000.00 7.22
EquityCoforge IT - Software 0.74 17,000.00 7.11
EquityTata Consumer Agricultural Food & Other Products 0.73 92,000.00 7.03
EquitySona BLW Precis. Auto Components 0.72 1,44,388.00 6.93
EquityITC Diversified FMCG 0.70 1,59,000.00 6.77
EquitySchaeffler India Auto Components 0.69 24,000.00 6.66
EquityUnited Breweries Beverages 0.69 45,000.00 6.66
EquityWipro IT - Software 0.64 1,61,000.00 6.20
EquityOberoi Realty Realty 0.62 66,000.00 6.04
EquityIpca Labs. Pharmaceuticals & Biotechnology 0.59 79,880.00 5.67
EquityC.E. Info System IT - Software 0.57 50,504.00 5.55
EquityZydus Wellness Food Products 0.56 35,000.00 5.43
EquityFortis Health. Healthcare Services 0.54 2,00,000.00 5.22
EquityBritannia Inds. Food Products 0.52 11,000.00 5.01
EquityAsian Paints Consumer Durables 0.51 17,000.00 4.93
EquityDivi's Lab. Pharmaceuticals & Biotechnology 0.50 14,839.00 4.85
EquitySapphire Foods Leisure Services 0.42 34,000.00 4.07
EquityUnited Spirits Beverages 0.42 52,000.00 4.04
EquityCipla Pharmaceuticals & Biotechnology 0.35 37,000.00 3.36
EquityDixon Technolog. Consumer Durables 0.30 10,000.00 2.92
EquityZomato Ltd Retailing 0.25 3,70,890.00 2.41
EquityVoltas Consumer Durables 0.20 24,000.00 1.92
EquityBEML Land Assets Finance 0.12 53,908.00 1.11
EquityChennai Super Leisure Services 0.02 3,74,002.00 0.19
EquityVirtual Dynamics -/- 0.00 2,00,000.00 0.00
Cash & Cash Equivalent
Reverse RepoReverse Repo -/- 6.05 0.00 58.49
Reverse RepoTREPS -/- 0.72 0.00 6.94
Net CA & OthersNet CA & Others -/- 0.47 0.00 4.56
Key Information
Fund House: Sundaram Asset Management Company Ltd
Incorporation Date: 26-Feb-1996
Total Assets Managed (Cr.): 44,622.63
Trustee/s: Sundaram Trustee Company
Chairman: N/A
CEO / MD: Sunil Subramaniam
CIO: N/A
President: N/A
Director/s: Mr.R.Raguttama Rao
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