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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: 2.39% As on (31-05-2022)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 892.92 Cr As on (31-05-2022)
Turn over: 52% | Exit Load: Nil
NAV as on 01-07-2022

299.0206

0.7 (0.2346%)

CAGR Since Inception

13.81%

NIFTY 500 TRI 16.08%

PERFORMANCE

Returns Type:
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End : 
Period:  
This Scheme
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vs
NIFTY 500 TRI
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Gold
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PPF
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Returns Type:
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  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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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 0.54
Alpha -0.69
Beta 0.95
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 2.84 27.19 12.53 9.7 15.61
Parag Parikh Tax Saver Fund- Regular Growth 08-07-2019 9.04 30.19 - - -
HDFC Taxsaver - Growth Plan 05-03-1996 8.3 27.75 9.38 7.52 12.43
Quant Tax Plan - Growth Option - Regular Plan 01-04-2000 4.73 49.07 28.83 18.98 18.89
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option 11-12-2015 3.69 28.82 13.73 10.83 -
Nippon India Tax Saver (ELSS) Fund-Growth Plan-Growth Option 05-09-2005 2.93 29.38 7.53 3.86 12.7
Sundaram Diversified Equity (ELSS) Regular Plan - Growth 10-05-2005 2.79 26.06 9.51 6.96 12.58
ICICI Prudential Long Term Equity Fund (Tax Saving) - Growth 19-08-1999 2.44 26.28 11.28 10.81 14.68
Tata India Tax Savings Fund-Growth-Regular Plan 13-10-2014 2.36 25.08 10.36 10.13 -
Union Long Term Equity Fund - Growth Option 23-12-2011 2.09 27.29 14.89 11.3 12.83

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

8.84%

Others

8.28%

Large Cap

56.11%

Mid Cap

26.75%

Scheme Documents

FactSheet for the Month May - 2022

Monthly Portfolio Disclosure Equity & Fund of Funds-May-2022

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

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