Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth

Fund House: Sundaram Mutual Fund
Category: Equity: ELSS
Launch Date: 02-01-2013
Asset Class:
Benchmark: NIFTY 500 TRI
Expense Ratio: 2.35% As on (31-10-2022)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 984.43 Cr As on (31-10-2022)
Turn over: 31% | Exit Load: Nil

349.8116

14.25%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
-13 Years 0 Months
-7 Years -10 Months
-7 Years -3 Months
-5 Years -3 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The fund seeks to build a high quality growth oriented portfolio to provide long term capital appreciation through investment primarily in equities.

Current Asset Allocation (%)

Indicators

Volatility
Sharp Ratio 0.77
Alpha 1.39
Beta 0.94
Yield to Maturity -
Average Maturity -

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 Growth 02-01-2013 8.92 23.51 18.88 9.93 15.69
HDFC Taxsaver - Growth Plan 05-03-1996 15.18 28.6 17.08 8.8 13.7
Quant Tax Plan - Growth Option - Regular Plan 01-04-2000 15.12 43.14 37.76 21.97 20.95
Parag Parikh Tax Saver Fund- Regular Growth 08-07-2019 12.79 25.2 23.8 - -
Tata India Tax Savings Fund-Growth-Regular Plan 13-10-2014 11.72 22.91 16.31 11.3 -
IDFC Tax Advantage (ELSS) Fund - Regular Plan - Growth 26-12-2008 10.49 30.41 23.08 12.44 16.95
Nippon India Tax Saver (ELSS) Fund-Growth Plan-Growth Option 05-09-2005 9.93 26.86 14.31 4.41 13.42
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option 11-12-2015 9.9 26.2 19.54 12.37 -
Sundaram Diversified Equity (ELSS) Regular Plan - Growth 10-05-2005 9.8 22.49 15.43 8.57 13.11
SBI Long Term Equity Fund - Regular Plan- Growth 31-03-1993 9.72 24.08 18.86 10.64 14.1

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

9.02%

Others

7.16%

Large Cap

57.73%

Mid Cap

26.12%

Tax Benefits of investing in this fund

Long term capital gains (LTCG) tax @10% (plus surcharge, if applicable and cess) without indexation if units held for more than 12 months#

Short term capital gains (STCG) tax @ 15% (plus surcharge, if applicable and cess) if units are held for less than 12 months.

Investor does not pay any tax on dividends but a Dividend Distribution Tax (DDT) is deducted at source @11.648% (10% + 12% surcharge + 4% Health & education cess) **

# Capital gain accrued up to January 31st 2018 is exempt from LTCG tax in respect of units acquired before January 31, 2018 & redeemed on or after April 1, 2018. ** The DDT is to be paid by the mutual fund

Feedback
Notification