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| Home >> Sundaram Tax Saver |
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| Sundaram Tax Saver |
Multi-Cap (Large-Cap Bias) |
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| Snapshot of Performance |
Performance data as on 31.03.2012 |
| Period |
NAV Per Unit (Rs) |
Fund % |
Benchmark % |
S&P CNX Nifty % |
Excess % Points |
| Since inception |
41.95 |
18.7 |
12.4 |
11.5 |
6.4 |
| 31/03/11 to 31/03/12 |
41.95 |
-3.0 |
-9.3 |
-9.2 |
6.3 |
| 31/03/10 to 31/03/11 |
43.26 |
5.2 |
8.1 |
11.1 |
-3.0 |
| 31/03/09 to 31/03/10 |
41.14 |
81.6 |
92.9 |
73.8 |
-11.2 |
| Last 3 years |
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22.8 |
23.7 |
20.6 |
-0.9 |
| Last 5 years |
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9.9 |
6.7 |
6.7 |
3.1 |
| Last 8 years |
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22.8 |
14.4 |
14.7 |
8.4 |
| Rs 10,000 invested at launch |
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83,662 |
42,251 |
38,506 |
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| Snapshot of Performance |
Performance data as on 31.03.2012 |
| Value of Rs 1000 a month SIP |
| Period |
Investment |
Fund |
Benchmark |
| Since Inception |
1,48,000 |
6,33,567 |
4,07,097 |
| Last 10 years |
1,20,000 |
3,70,931 |
2,63,554 |
| Last 7 years |
84,000 |
1,21,543 |
1,11,459 |
| Last 5 years |
60,000 |
71,338 |
68,578 |
| Last 3 years |
36,000 |
38,027 |
37,406 |
| Last 2 years |
24,000 |
23,805 |
23,148 |
| Last 1 year |
12,000 |
12,395 |
12,045 |
| Since Inception Returns |
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30.0% |
15.3% |
| Past performance may or may not be sustained in future. Return/investment value are as of March 31, 2012 are computed
using an adjusted series of NAV for dividends declared before separate Dividend and Growth Options were introduced in May
2005. Returns are on a compounded annual basis for period more than one year and absolute for one-year period. Value of `
10,000 invested at inception is as on March 31, 2012. SIP values are in rupees. Performance Analysis on annualised basis using
month-end NAVs since launch. |
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| Click here to view fund related risk factors and disclaimer |
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EQUITY FUNDS
