- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Tax Savings (Growth)
Sundaram Tax Savings (Growth)
₹ 320.8203
NAV (Mar 21)
Tax saving funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 320.8203
NAV (Mar 21)
Fund Returns
Last 1Y | -1% |
Last 3Y | 26.7% |
Last 5Y | 9.2% |
Last 10Y | 15.1% |
Since Inception | 15.4% |
6 Month CAGR | -8% |
Scheme Information
To build a high quality growth-oriented portfolio to provide long-term capital gains to the investors. The scheme aims at providing returns through capital appreciation.
Expense Ratio | 2.36 |
Launched (27y ago) | Mar 31, 1996 |
AUM in Crores | 930.819 |
ISIN | INF173K01361 |
Lock-in | 3 |
Benchmark | IISL Nifty 500 TR INR |
SIP Minimum | 500 |
Lumpsum Min. | 500 |
Standard Deviation (3yr) | 21.4 |
Standard Deviation (5yr) | 19.3 |
Beta (3yr) | 0.93 |
Beta (5yr) | 0.96 |
Sharpe Ratio (3yr) | 0.699 |
Sharpe Ratio (5yr) | 0.276 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Sundaram Tax Savings (Growth) | 916,767 | 184,155 | 9.2% | |
| EPF | 900,761 | 168,149 | 8.50% | |
| Property | 867,662 | 135,050 | 7.00% | |
| PPF | 869,819 | 137,207 | 7.10% | |
| Bank FD | 846,471 | 113,859 | 6.00% | |
| Gold | 846,471 | 113,859 | 6.00% | |
| Savings Bank | 825,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
icici bank ltd
7.4%reliance industries ltd
6.4%hdfc bank ltd
5.8%infosys ltd
5.1%treps
4.9%Allocation by Sector
financial services
35.4%consumer cyclical
13.3%industrials
12.3%technology
11.3%consumer defensive
6.6%Compare Sundaram Tax Savings (Growth)
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 4,641 cr | ||
₹ 10,129 cr | ||
₹ 15,261 cr | ||
₹ 10,129 cr | ||
₹ 15,261 cr |
About the AMC
Sundaram Asset Management Company Ltd
Sundaram Asset Management Company Ltd manages assets worth 58,084 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 160 equity,239 debt and 45 hybrid funds.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
14.8% | 8.1% | ||
29.1% | 17.1% | ||
25.1% | 10.7% | ||
23.4% | 13.1% | ||
14.8% | 7% |
Sundaram Tax Savings (G) Review
Sundaram Tax Savings (G) is a Tax Saving Equity fund and has delivered an annualised return of 15.4% over a period of 26 years. The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Rohit Seksaria, Sudhir Kedia.
Nav of Sundaram Tax Savings (G) as of 3/21/2023 is ₹320.82 with the total AUM as of 3/22/2023 is ₹930.819. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Tax Savings (G) was launched on Mar 31, 1996. The category risk of the fund is Very High Risk.
The minimum SIP amount for Sundaram Tax Savings (G) is ₹500 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹500. Check your estimated returns on mutual funds by using sip calculator.
Sundaram Tax Savings (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty 500 TR INR.
Sundaram Tax Savings (G) is rated as a 3 fund in Equity and delivered -1% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram Tax Savings (G).
Frequently Asked Questions
What is Sundaram Tax Savings (G)?
How to invest in Sundaram Tax Savings (G)?
You can invest in Sundaram Tax Savings (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Sundaram Tax Savings (G)?
The minimum sip amount for Sundaram Tax Savings (G) is ₹500. You can invest in multiples of ₹500.
Is Sundaram Tax Savings (G) good to invest in?
As per Scripbox experts, Sundaram Tax Savings (G) is a Neutral fund. You can investSundaram Tax Savings (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Sundaram Tax Savings (G)?
The expense ratio of the Sundaram Tax Savings (G) is 2.36% for regular plan.