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Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Plan - Half Yearly Income Distribution CUM Capital Withdrawal Option

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NAV
₹ 323.0945 ₹ 2.52 (0.78 %)
as on 26-05-2023
Asset Size (AUM)
966.64 Cr
Launch Date
Jan 02, 2013
Investment Objective
The fund seeks to build a high quality growth oriented portfolio to provide long term capital appreciation through investment primarily in equities.
Minimum Investment 500.0
Minimum Top-up 500.0
Investment Returns Since Launch in Jan 02, 2013
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9.98

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
N/A
Expense Ratio
2.32%
Volatility
N/A
Fund House
Sundaram Mutual Fund
Fund Manager
Sudhir Kedia, Rohit Seksaria
Key Features
Scheme description
Minimum Purchase Application Amount
Rs. 500.0 (plus in multiples of Rs. 500.0)

Entry Load
Not applicable
Exit Load
Nil
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Fund Performance
Fund's historical return comparison with other asset classes
Performance

Scheme Performance (%)

Data as on - 26-05-2023

Yearly Performance (%)

Investment Returns Calculator
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Peer Comparison
Scheme Name Inception Date 1 Year Return % 2 Year Return % 3 Year Return % 5 Year Return % 10 Year Return %
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Plan - Half Yearly Income Distribution CUM Capital Withdrawal Option 02-01-2013 15.1 11.55 29.02 10.49 0.0
Motilal Oswal Long Term Equity Fund (MOFLTE) - Regular Plan - Growth Option 05-01-2015 23.18 11.7 28.0 10.07 0.0
SBI Long Term Equity Fund - Regular Plan- Growth 31-03-1993 23.01 14.16 30.33 12.65 14.31
HSBC ELSS Fund - Regular Growth 01-01-2013 19.85 9.28 25.38 8.66 13.8
BANK OF INDIA Tax Advantage Fund-Regular Plan- Growth 25-02-2009 19.54 10.8 30.02 13.03 16.36
BANDHAN Tax Advantage (ELSS) Fund - Regular Plan - Growth 26-12-2008 19.04 13.51 37.68 12.82 17.21
HDFC Taxsaver - Growth Plan 05-03-1996 19.02 17.22 30.87 10.81 13.88
Kotak Tax Saver-Scheme-Growth 01-11-2005 18.93 12.7 29.46 14.16 15.36
ITI Long Term Equity Fund - Regular Plan - Growth Option 18-10-2019 18.59 3.08 22.73 0.0 0.0
Taurus Taxshield - Regular Plan - Growth 31-03-1996 18.58 10.81 24.56 10.35 13.17
Portfolio Analysis
Portfolio as on
Sector Allocation
Sector Allocation (%)
Portfolio Holdings
Company Allocation (%)
Sector Allocation
Portfolio Holdings