Sundaram Tax Saver (D)

Fund Class : Equity - Tax Planning
Fund House : Sundaram Mutual Fund
Aum(Rs Cr) : 1570.53
NAV 23 Mar 2017 13.44 0.07
(0.52%)

NAV High-Low (in Rs)

ONE Mth 1456.05
1456.05
52-WEEk 1131.51
1456.05

Trailing Returns

% 1-week 1-Mth 6-Mths 1-Yr 3-Yrs
Schemes - 1.29 3.65 27.72 21.44
Sensex -0.77 1.83 2.63 16.12 33.4
Nifty -0.57 1.88 3.13 18.03 38.35

Fund Features

Types of Scheme Dividend
Options Equity
Assets Size (Rs in Cr) 1570.53 (31 Dec 10)
Inception Date 12 Nov 99
Fund Manager S Krishnakumar

Investment Details

Minimum Investment 500.00
Purchase Redemption DAILY
Last Dividend paid 0.50 (Rs) 16-03-2017
Entry Load 0.00%
EXIT Load 0.00.

Fund Activity

   As On 28 Feb 2017
Category Share (%)
CBLO 3.52
Equity 96.58
› More
   As On 28 Feb 2017
Sector Name Amount
Abrasives And Grinding Wheels 1.37
Auto Ancillaries 1.14
Automobiles - LCVs / HCVs 1.97
Automobiles - Passenger Cars 4.47
Banks - Private Sector 15.06
Banks - Public Sector 5.18
Bearings 1.30
Castings & Forgings 1.22
› More
   As On 28 Feb 2017
Company Name
HDFC Bank 4.92
The Ramco Cement 4.75
ICICI Bank 3.58
ITC 3.16
M & M 3.00
Reliance Inds. 2.61
Yes Bank 2.58
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