Fund Manager
J. Venkatesan
NAV as on Apr 23, 2014
(Regular Plan)
Growth:  52.42
Dividend:  12.36

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Home >>Products >>Equity >> Sundaram Tax Saver
Sundaram Tax Saver

Fund Objective
The objective of the scheme is to achieve capital appreciation by investing in diversified stocks that are generally termed as midcaps.
Positioning : Multi-Cap (Large-Cap Bias)
Overview
   A diversified portfolio to optimize value by investing across cap curve and sectors.
   The fund will invest in stocks across market-cap categories with a sizeable allocation to large caps.
   Stocks are chosen with a three-to-five year perspective, as fund strives to pursue potential ideas from an early stage.
   An investment of up to Rs 1 lakh in this fund is eligible for deduction under Section 80 C, as per prevailing laws.
Asset Allocation
Scheme/Instrument % of the investible funds (indicative) Risk Profile
Equity & Equity-linked Instruments 80-100% Medium to High
Corporate and PSU Bonds Upto 20% Low to Medium
Money Market Instruments Upto 20% Low to Medium
Product Labeling
This product is suitable for investors who are seeking*
   long term capital growth with 3 year lock in period.
   Investment in equity & equity related securities.
   High Risk         Brown
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them
Note: Risk may be represented as:
(BLUE) Investors understand that thier principal will be at low Risk(YELLOW) Investors understand that thier principal will be at medium Risk(BROWN) Investors understand that thier principal will be at high Risk

Sundaram Tax Saver
(Portfolio as on March 31, 2014)
Sl. No Instruments % Net assets
1 Reliance Industries 5.88
2 HDFC Bank 5.81
3 ICICI Bank 5.65
4 Infosys 5.48
5 ITC 4.74
6 Larsen & Toubro 4.13
7 Tech Mahindra 2.99
8 T C S 2.81
9 CESC 2.77
10 O N G C 2.52
11 Tata Motors (Class A) 2.31
12 Hero Honda 2.20
13 State Bank of India 2.19
14 Karur Vysya Bank 2.11
15 Bharti Airtel 2.09
16 Bajaj Finance 2.04
17 IndusInd Bank 1.98
18 Madras Cements 1.89
19 United Spirits 1.86
20 Mahindra & Mahindra 1.81
21 Dr Reddy's Labs 1.58
22 Maruti 1.56
23 Hindustan Unilever 1.46
24 Apollo Hospitals Enterprises 1.45
25 Wipro 1.43
26 Axis Bank 1.35
27 HCL Technologies 1.34
28 Cummins India 1.31
29 LIC Housing 1.25
30 Shopper's Stop 1.16
31 Bosch 1.14
32 Den Networks 1.07
33 Lupin 1.06
34 Tata Communications 1.01
35 B P C L 1.01
36 Sesa Sterlite 0.99
37 FAG Bearings 0.99
38 Punjab National Bank 0.91
39 Indian Bank 0.91
40 Cadila Healthcare 0.90
41 UltraTech Cement 0.86
42 Sun Pharma 0.76
43 Grindwell Norton 0.75
44 Cairn India 0.73
45 Bharti Infratel 0.71
46 Coromandel Fertilizers 0.64
47 Tata Steel 0.61
48 Jet Airways 0.60
49 IPCA Labs 0.56
50 A C C 0.55
51 ING Vysya Bank 0.55
52 I D F C 0.54
53 Gillette India 0.52
54 Coal India 0.52
55 Federal Bank 0.50
56 Cipla 0.50
57 Zee Entertainment 0.48
58 Dish TV 0.46
59 Alstom T & D India 0.44
60 Ashok Leyland 0.42
61 Idea Cellular 0.24
62 B E M L 0.08
63 Zee Entertainment - Pref 0.04
Equity/ Pref 99.20
Derivatives 0.00
Fixed Income 0.00
Cash 0.80
Average AUM as on (March 31, 2014) 1115.66
No of Stocks 63.00

Top

Max's Chart

Sector Profile

Financial Services
25.80
IT
14.10
Energy
12.90
Consumer Goods
9.70
Automobile
9.40
Pharma
5.40
Construction
4.10
Others
17.80
Cash/ FI
0.80



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Fund Facts
Inception November 1999
Average AUM  1115.66 Crore
BenchmarkS&P BSE 200 Index
Plans
 Regular
 Direct
Options
Growth
Dividend
 Payout
 Reinvest
 Sweep
Minimum Investment   500
SIP / STP
Quarterly-  750
Monthly-  250
Weekly-  1,000
Minimum Additional Purchase   500
Exit Load (both plans) Nil (Lock in period - 36 Months)
Entry Load Nil