Sundaram Tax Saving Fund

Mutual Fund-

By Rajendra Apr 5, 2023 image source -Unsplash Scheme Analysis

Top 5 Holding

ICICI Bank Reliance HDFC Bank Infosys HDFC 7.40 6.40 5.80 5.10 4.40 Total - 29.10

Investment focus is towards businesses with large size of opportunities, Capital efficiency, earning growth.

Bank

25.10 11.00 7.80 6.40 4.70

– Portfolio construction is based on bottom-up fundamental stock picking and is a blend of growth and value stocks.

SIP Performance

Thick Brush Stroke upto 12 month - 1% Scribbled Arrow As on 28 Feb. 2023 1 Year 3 Year 5 Year 11,964 44,995 83,185 -0.77% 14.90% 13.17% Monthly SIP of 1,000

Fund with 3-year lock-in that provides tax deduction under section 80C

Scheme Performance

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Mutual Fund-

sundaram tax saving fund

Category

Inception

Benchmark

AUM - 931 Cr

Fund Manager

Sudhir Kedia