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Tax Saver Invest Online
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An acclaimed fund with a track record of twelve years.
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Triple tax benefit: Deduction under 80C in year of investment (Rs. 1 lakh limit) + zero tax on any dividend, if declared+ zero tax on capital gains(Subject to existing tax laws).
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A three-year lock-in period shall apply in line with the regulation for ELSS Schemes.
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Impressive track record with compounded annual returns of 17.6 per cent since 1999.
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Leading the broad-based BSE 200 by 6.4 percentage points on annualised return basis since launch.
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Rs. 1,000 a month (SIP) invested since launch (Rs.1,45,000) is worth Rs. 5.36 lakh (December 31, 2011 assuming dividend reinvestment option).
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If you had invested Rs. 10,000 in November 1999 when the fund was launched, it would now be worth Rs 71,168 (BSE 200: Rs 36,240).
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The multi-cap portfolio has a distinct large-cap tilt; style integrity ensures comfort for investors on the portfolio composition.
» Top three sectors by allocation: Financial Services, Consumer Goods and Energy-Oil & Gas (December 2011)

Source for performance & dividend information: Fact Sheet

Investments up to Rs.1 lakh per annum in an ELSS fund such as Sundaram Tax Saver are fully tax deductible under Section 80-C of the Income Tax Act, subject to conditions specified, if any. So you can understand people investing up to a lakh in this fund. But how do you explain many-an-investor investing several lakh in the fund?

Smart investors know that every investment in this fund is locked in for a period of three years. So the fund manager has a long-term perspective, doesn't have to worry about every twist and turn in the Sensex, doesn't have to keep a lot of cash to allow for withdrawals and stays well invested for long periods in the stocks meeting the objectives of the scheme. This allows for better fund performance. So even without the tax advantage, the 2nd, 3rd or 10th lakh of investment earns them good returns. That's the 'Doosra' advantage of Sundaram Tax Saver. (Past performance may or may not be sustained in future).

Performance comparison
Data Source: Value Research / Bloomberg; Analysis: In-house. Returns in percentage on compounded annual basis as of December 31, 2011 have been computed using NAV of Growth Option. Past performance may or may not be sustained in future.
Click on the link below to download:  
Past performance may or may not be sustained in the future; Returns are on a compounded annual basis for period more than one year & absolute for one-year period based on NAV of Regular Plan (Growth Option) and is as of December 31, 2011. Value of Rs 10,000 invested at inception is as on December 31, 2011. Relevant benchmarks are highlighted in italics.

Disclaimer : Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
Click here to view detailed Disclaimer.

Sundaram Towers 2nd Floor, 46, Whites Road, Chennai - 600 014. Ph: (044) 28583362 / 28583367
E-mail: marketing@sundarammutual.com Visit us at : www.sundarammutual.com
Call Toll Free No.1800 425 1000