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: 2.37% As on (31-07-2022)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 930.44 Cr As on (31-07-2022)
Turn over: 40% | Exit Load: Nil

345.0085

14.32%

PERFORMANCE

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

Start :  
Period:  

RETURNS ANALYSIS

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 0.85
Alpha 0.67
Beta 0.94
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 8.37 31.53 21.71 11.72 16.88
Quant Tax Plan - Growth Option - Regular Plan 01-04-2000 17.42 50.76 41.64 22.35 21.83
HDFC Taxsaver - Growth Plan 05-03-1996 11.35 32.11 18.44 9.78 13.98
Parag Parikh Tax Saver Fund- Regular Growth 08-07-2019 9.75 29.74 24.4 - -
IDFC Tax Advantage (ELSS) Fund - Regular Plan - Growth 26-12-2008 8.51 38.06 25.14 13.42 17.7
Franklin India Taxshield-Growth 05-04-1999 7.94 33.76 18.77 11.22 15.34
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option 11-12-2015 7.78 32.53 21.3 12.62 -
Tata India Tax Savings Fund-Growth-Regular Plan 13-10-2014 7.28 29.29 19.12 11.61 -
Kotak Tax Saver-Scheme-Growth 01-11-2005 7.08 31.83 21.65 13.14 15.55
SBI Long Term Equity Fund - Regular Plan- Growth 31-03-1993 7.04 29.27 20.86 11.22 14.47

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

8.64%

Others

8.79%

Large Cap

56.6%

Mid Cap

25.97%

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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