Mutual Fund- 

sundaram tax saving fund

By Rajendra

Sep 26, 2022

image source -Unsplash

Scheme Analysis

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Sundaram Tax Saving Fund

Category 

ELSS

Inception

Mar, 1996

Benchmark

Nifty 500

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AUM  - 969 Cr

Fund Manager

Sudhir Kedia

– Diversified   equity fund that invests in fundamentally strong companies across market      capitalization.

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

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

Top 5 Holding

ICICI Bank

HDFC Bank

Infosys

SBI

Reliance

9.60

5.10

4.40

4.30

4.20

Total  - 27.60

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

Bank

IT

Finance

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Top 5 Sector -55.00%

27.60

8.70

7.00

6.00

5.70

Agri.

Auto

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Scheme Performance

Exit Load

1 Year - 1%

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As on 30 Aug. 2022

1 Year

3 Year

5 Year

Period

Returns

8.60%

21.10%

11.40%