Sundaram Tax Saver - Direct (D)

Fund Class : Equity - Tax Planning
Fund House : Sundaram Mutual Fund
Aum(Rs Cr) : 1423.80
NAV 21 Feb 2017 14.07 0.02
(0.14%)

NAV High-Low (in Rs)

ONE Mth 1382.07
1382.07
52-WEEk 1131.51
1410.49

Trailing Returns

% 1-week 1-Mth 6-Mths 1-Yr 3-Yrs
Schemes 1.11 7.93 6.31 38.3 23.75
Sensex 2.52 6.77 3.14 21.34 39.44
Nifty 2.32 6.92 3.45 23.39 45.02

Fund Features

Types of Scheme Dividend
Options Equity
Assets Size (Rs in Cr) 1423.80 (31 Jan 13)
Inception Date 01 Jan 13
Fund Manager S Krishnakumar

Investment Details

Minimum Investment 500.00
Purchase Redemption DAILY
Last Dividend paid 0.50 (Rs) 15-12-2016
Entry Load 0.00%
EXIT Load 0.00.

Fund Activity

   As On 31 Jan 2017
Category Share (%)
CBLO 2.77
Equity 97.92
› More
   As On 31 Jan 2017
Sector Name Amount
Abrasives And Grinding Wheels 1.39
Auto Ancillaries 1.14
Automobiles - LCVs / HCVs 3.00
Automobiles - Passenger Cars 4.53
Banks - Private Sector 14.65
Banks - Public Sector 5.27
Bearings 1.29
Castings & Forgings 1.23
› More
   As On 31 Jan 2017
Company Name
The Ramco Cement 5.28
HDFC Bank 4.80
ICICI Bank 3.67
ITC 3.27
Tata Motors-DVR 3.00
M & M 2.99
Yes Bank 2.61
PVR 2.55
› More

Fund DETAILS

Asset Management Co.

Registered Address

Sundaram Asset Management Company Ltd,

Sundaram Towers 2nd Floor
46 White Road Royapettah
Chennai 600 014

Phone: 044-2858 3362 / 3367 | Fax: 044-2858 3156

Email: rahulm@sundarammutual.com

Website: www.sundarammutual.com