Sundaram ELSS Tax Saver Fund Regular Plan - Half Yearly Income Distribution CUM Capital Withdrawal Option
Fund House: Sundaram Mutual Fund| Category: Equity: ELSS |
| Launch Date: 02-01-2013 |
| Asset Class: |
| Benchmark: NIFTY 500 TRI |
| TER: 2.22% As on (30-11-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 1,356.17 Cr As on 29-11-2024(Source:AMFI) |
| Turn over: 28% | Exit Load: NIL. Units under Sundaram Tax Savings Fund - A long term Tax saver Fund, issued under ELSS guidelines 2005, are eligible for tax deduction u/s 80C of the Income Tax Act, 1961 and can be repurchased/pledged/ transferred after 3 years from the date of unit allotment. Investors are eligible for free accidental death insurance* vide policy number AG00062048000102 (TSF) / AG00062055000102 (PTSF) with Royal Sundaram General Insurance Co. Limited, for investments made upto March 31,2014."Personal Accidental Death Insurance" feature has been discontinued for any fresh subscriptions received / new units created in the scheme on or after April 1, 2014. Insur ance claim papers need to be submitted within 30 days from the date of demise of the first unit holder at any branch of ins |
407.5029
-6.18 (-1.5158%)
12.82%
Benchmark: 12.62%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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
4 Years 8 Months
4 Years 8 Months
4 Years 8 Months
4 Years 8 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
| Standard Deviation | 11.66 |
| Sharpe Ratio | 0.98 |
| Alpha | 0.8 |
| Beta | 0.87 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
12.07%
Others
2.15%
Large Cap
70.07%
Mid Cap
15.74%
