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Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth

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Category: Equity: ELSS
Launch Date: 02-01-2013
Asset Class:
Benchmark: NIFTY 500 TRI
Expense Ratio: 2.32% As on (30-04-2023)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 966.64 Cr As on (30-04-2023)
Turn over: 20
NAV as on 06-06-2023

353.4272

0.55 (0.1551%)

CAGR Since Inception

14.0%

NIFTY 500 TRI 16.24%

PERFORMANCE of Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth

Scheme Performance (%) Data as on - 06-06-2023

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth 14.35 25.31 11.23 15.84 14.0
NIFTY 500 TRI 12.99 26.59 12.49 14.2 16.24
Equity: ELSS 14.79 23.99 11.51 15.01 12.89

Yearly Performance (%)

Nav Movement

Fund Managers

Sudhir Kedia, Rohit Seksaria

Investment Objective

The fund seeks to build a high quality growth oriented portfolio to provide long term capital appreciation through investment primarily in equities.

RETURNS CALCULATOR for Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth 14.29 1.36 1.06 0.92 - -
Equity: ELSS - - - - - -

PEER COMPARISION of Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth

Compare SIP Compare Lumpsum
Period
Data as on - 06-06-2023
Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth 02-01-2013 14.35 11.37 25.31 11.23 15.84
Motilal Oswal Long Term Equity Fund (MOFLTE) - Regular Plan - Growth Option 05-01-2015 23.57 11.02 24.65 10.58 0.0
SBI Long Term Equity Fund - Regular Plan- Growth 31-03-1993 22.1 13.79 27.37 13.34 14.66
HDFC Taxsaver - Growth Plan 05-03-1996 19.04 16.93 26.85 11.33 14.08
JM Tax Gain Fund (Regular) - Growth option 31-03-2008 18.9 11.73 26.78 13.56 16.36
Kotak Tax Saver-Scheme-Growth 01-11-2005 18.32 12.23 26.01 14.58 15.65
BANDHAN Tax Advantage (ELSS) Fund - Regular Plan - Growth 26-12-2008 18.12 13.57 33.87 13.87 17.42
BANK OF INDIA Tax Advantage Fund-Regular Plan- Growth 25-02-2009 17.9 10.57 27.33 14.23 16.53
HSBC ELSS Fund - Regular Growth 01-01-2013 17.65 9.26 22.54 9.42 14.12
Taurus Taxshield - Regular Plan - Growth 31-03-1996 17.23 9.96 21.62 10.63 13.41

PORTFOLIO ANALYSIS of Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth

Asset Allocation (%)