• Mutual Funds
  • Sundaram Mutual Fund
  • Sundaram Tax Savings (Growth)
Sundaram Mutual Fund

Sundaram Tax Savings (Growth)

EquityTax Saving

320.8203

NAV (Mar 21)

9.2%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in tax saving mutual funds.

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).

Our analysis of this fundLearn how we rate funds ->

Fund Size

Satisfactory

The performance of the fund on a Fund Size metric has been Satisfactory

Outperformance Consistency

Satisfactory

The performance of the fund on a Outperformance Consistency metric has been Satisfactory

Invest in this fund
Scripbox Recommended Tax Saving Fund
Save tax combined with inflation beating long term growth. Invest in Scripbox Recommended Tax Saver Funds to unlock the best of both worlds - tax saving and long term wealth creation.?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical 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

Investment Objective

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

Sudhir Kedia

Fund Manager

Rohit Seksaria

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Sundaram Tax Savings (Growth)70%916,767 184,1559.2%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

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

Last updated on 2023-03-21

Top Stock Holdings

icici bank ltd

7.4%
7.4%

reliance industries ltd

6.4%
6.4%

hdfc bank ltd

5.8%
5.8%

infosys ltd

5.1%
5.1%

treps

4.9%
4.9%
See all holdings

Allocation by Sector

financial services

35.4%
35.4%

consumer cyclical

13.3%
13.3%

industrials

12.3%
12.3%

technology

11.3%
11.3%

consumer defensive

6.6%
6.6%
See all sectors

Compare Sundaram Tax Savings (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 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.

amc-img

  • 044-28583362
  • customerservices@sundarammutual.com
  • Fund NameScripbox 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)?

    Sundaram Tax Savings (G) is a Tax Saving Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

    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.