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) : 969.37

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 [1.29] [2.33] 11.29 1.98 2.24 18.75 11.05 15.86
Category Avg [0.99] [1.74] 12.24 1.88 2.14 19.72 12.12 14.49
Category Best [0.16] 1.04 18.20 8.75 15.81 41.03 24.19 24.51
Category Worst [3.15] [4.48] 7.64 [7.10] [12.42] 8.43 5.02 5.77

NAV Details of Sundaram Tax Savings Fund - Regular Growth

NAV Date : 30-Sep-22
NAV [Rs.] : 332
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
No Data Found
Out
Name of the Company No of shares
No Data Found

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 9.56 1,044,215.00 92.65
Equity HDFC Bank Banks 5.14 335,117.00 49.80
Equity Infosys IT - Software 4.44 288,000.00 43
Equity St Bk of India Banks 4.31 787,020.00 41.81
Equity Reliance Industr Petroleum Products 4.22 155,000.00 40.89
Equity H D F C Finance 3.96 157,000.00 38.41
Equity Ashok Leyland Agricultural, Commercial and Construction Vehicles 3.82 2,405,310.00 37.04
Equity Polycab India Industrial Products 3.21 126,000.00 31.12
Equity Axis Bank Banks 3.18 410,005.00 30.81
Equity Maruti Suzuki Automobiles 3.09 33,000.00 29.97
Equity TCS IT - Software 2.58 78,000.00 25.05
Equity Jubilant Food. Leisure Services 2.30 361,925.00 22.31
Equity A B B Electrical Equipment 2.03 60,212.00 19.65
Equity Tata Motors Automobiles 1.96 403,269.00 19
Equity BEML Ltd Agricultural, Commercial and Construction Vehicles 1.88 98,510.00 18.20
Equity Hind. Unilever Diversified FMCG 1.88 68,396.00 18.19
Equity Bharti Airtel PP Telecom - Services 1.76 493,578.00 17.09
Equity Sun Pharma.Inds. Pharmaceuticals and Biotechnology 1.71 185,514.00 16.57
Equity Crompton Gr. Con Consumer Durables 1.66 394,000.00 16.05
Equity Cholaman.Inv.&Fn Finance 1.61 197,572.00 15.62
Equity Federal Bank Banks 1.56 1,292,000.00 15.12
Equity Max Financial Insurance 1.49 175,000.00 14.43
Equity Bank of Baroda Banks 1.45 1,077,030.00 14.09
Equity Larsen & Toubro Construction 1.40 70,588.00 13.57
Equity Bajaj Finserv Finance 1.40 8,000.00 13.57
Equity Canara Bank Banks 1.30 522,654.00 12.60
Equity ICRA Capital Markets 1.27 33,000.00 12.29
Equity Navin Fluo.Intl. Chemicals and Petrochemicals 1.25 28,290.00 12.09
Equity Avenue Super. Retailing 1.22 26,000.00 11.78
Equity Sona BLW Precis. Auto Components 1.20 223,346.00 11.66
Equity Gland Pharma Pharmaceuticals and Biotechnology 1.07 44,000.00 10.42
Equity Page Industries Textiles And Apparels 1.05 2,000.00 10.21
Equity Indian Bank Banks 1.05 524,000.00 10.18
Equity V I P Inds. Consumer Durables 1.01 165,000.00 9.79
Equity Uno Minda Auto Components 0.96 161,090.00 9.31
Equity Subros Auto Components 0.95 278,622.00 9.25
Equity Schaeffler India Auto Components 0.94 30,000.00 9.12
Equity Zydus Wellness Food Products 0.94 56,776.00 9.09
Equity UltraTech Cem. Cement and Cement Products 0.92 13,315.00 8.89
Equity Force Motors Automobiles 0.91 68,000.00 8.86
Equity SBI Life Insuran Insurance 0.91 66,146.00 8.79
Equity Clean Science Chemicals and Petrochemicals 0.90 50,000.00 8.70
Equity Cams Services Capital Markets 0.86 36,000.00 8.29
Equity Oberoi Realty Realty 0.85 82,001.00 8.26
Equity ICICI Lombard Insurance 0.82 61,375.00 7.91
Equity Ipca Labs. Pharmaceuticals and Biotechnology 0.75 79,880.00 7.23
Equity C.E. Info System IT - Software 0.71 50,504.00 6.85
Equity Cipla Pharmaceuticals and Biotechnology 0.67 63,000.00 6.54
Equity Coforge IT - Software 0.62 17,000.00 6.05
Equity Fortis Health. Healthcare Services 0.61 200,000.00 5.89
Equity Divi's Lab. Pharmaceuticals and Biotechnology 0.56 14,839.00 5.38
Equity Tata Steel Ferrous Metals 0.48 427,730.00 4.63
Equity UTI AMC Capital Markets 0.47 55,010.00 4.54
Equity Wipro IT - Software 0.39 91,000.00 3.76
Equity Zomato Ltd Retailing 0.22 370,890.00 2.15
Equity Vedant Fashions Retailing 0.11 8,126.00 1.05
Equity Chennai Super Leisure Services 0.02 374,002.00 0.23
Equity Virtual Dynamics -/- 0 200,000.00 0
 
Cash & Cash Equivalent
Reverse Repo TREPS -/- 2.67 0.00 25.87
Net CA & Others Net CA & Others -/- [0.24] 0.00 [2.30]
 

Key Information of Sundaram Tax Savings Fund - Regular Growth

Fund House : Sundaram Mutual Fund
Incorporation Date : 26-Feb-1996
Total Assets Managed (Cr.) : 39,953.97
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

OPEN A DEMAT ACCOUNT & Get
FREE Benefits Worth 5,000

 
Fund Manager Speak

 

My wealth at retirement

Calculate the worth of your wealth at retirement

My age (years)
Age I plan to retire (years)
Current savings (Rs.)
Monthly savings (Rs.)
ROI(% p.a.)
Open Demat Account
  • 0

    Per Order for ETF & Mutual Funds Brokerage

  • 20

    Per Order for Delivery, Intraday, F&O, Currency & Commodity