By Rajendra
Sep 26, 2022
image source -Unsplash
Scheme Analysis
Sundaram Tax Saving Fund
ELSS
Mar, 1996
Nifty 500
– 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.
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
27.60
8.70
7.00
6.00
5.70
1 Year - 1%
As on 30 Aug. 2022
1 Year
3 Year
5 Year
8.60%
21.10%
11.40%