Sundaram Tax Saver Fund: Tax Saving Investment, Tax free mutual funds


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Sundaram Tax Saver

Fund Facts
Type	Open-ended Equity Linked Savings Scheme.
Objective	To achieve capital appreciation by investing in a well diversified basket of equities and equity related instruments.
Allotment Date	Nov-1999
Bloomberg Code	SNDTAXO IN EQUITY
Minimum Subscription Amount	Regular Plan First investment: Rs 5,000 and for additional purchase Rs 500 & multiples of Rs 1 thereafter. SIP Monthly - Rs 250 SIP Quarterly - Rs 750 Institutional Plan: Only for institutions specified in Scheme Information Dcoument
Investment Options	1. Growth 2. Dividend (Payout & Reinvestment,Sweep)
Benchmark
Asset Allocation	Equity and equity-related instruments (including investment in derivatives): 80-100% Cash, cash equivalents, money market instruments: 0-20% 0-25% - Money market instruments
Load Structure	Entry Load: Nil Exit Load: Nil (lock-in period 36months)
For Whom	Sundaram Tax Saver is the best pick for investors seeking attractive investment for saving taxing benefits and particularly for those who have a favourable and medium-to long-term view of the equity markets.
Disclaimer	Mutual Fund investments are subject to market risks. Please read the Statement of Additional Information and Scheme Information document carefully before investing.