Sundaram Tax Savings Fund Overview
Category ELSS (Tax Saving) Fund
BMSMONEY Rank 32
BMSMONEY Rating
Growth Option As On: 24-04-2024
NAV ₹453.2 (R) +0.28% ₹481.3 (D) +0.29%
Returns Gro. Opt. 1Y 3Y 5Y 7Y 10Y
LumpSum Reg. P 36.29% -% -% -% -%
LumpSum Dir. P 37.04% -% -% -% -%
SIP Reg. P 34.11% -% -% -% -%
SIP Dir. P 34.84% -% -% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
- - - -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
-% -% -% - -%

NAV Date: 24-04-2024

Scheme Name NAV Rupee Change Percent Change
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Plan - Half Yearly Income Distribution CUM Capital Withdrawal Option 392.03
1.1100
0.2800%
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth 453.2
1.2800
0.2800%
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Direct Plan - Half Yearly Income Distribution CUM Capital Withdrawal Option 480.84
1.3700
0.2900%
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) - Direct Plan Growth 481.3
1.3700
0.2900%

Review Date: March 28, 2024

Performance of the Sundaram Tax Savings Fund has been analyzed on four performance parameters. Out of four return parameters, the fund has one return parameter in first quartile; whereas zero risk parameters (out of zero) in first quartile. Similarly zero risk-adjusted performance parameters are in first quartile. Based on this performance Sundaram Tax Savings Fund has achieved 32 (out of 35 funds), which is poor rank in the ELSS (Tax Saving) Fund category. Essentially, among its peer group of similar types of funds, it stands in the very good position, a testament to its successful track record. The ELSS (Tax Saving) Fund category has 35 funds.
We use a composite performance score in our ranking process that considers factors like the fund's returns, risk, and risk-adjusted performance over a period of three years. This composite performance score subsequently guides the ranking of funds within a category.

The Sundaram Tax Savings Fund has poor return performance, as all 1 year and above return parameters are below average in ELSS (Tax Saving) Fund category. The details are provided below.'
    '
  1. 1 Month Return%: One month return shows funds performance in very short period of time, the Sundaram Tax Savings Fund has given return of 1.14% in last one month which is very good as it is in the top quartile in ELSS (Tax Saving) Fund.
  2. 3 Month Return%: Three month return shows funds performance in short period of time, the Sundaram Tax Savings Fund has given return of 4.54% in last three month which is poor as it is in the below average in ELSS (Tax Saving) Fund.
  3. 1 Year Return%: The Sundaram Tax Savings Fund has given return of 38.48% in last one year which is poor as it is in the below average in ELSS (Tax Saving) Fund. The one year return rank of Sundaram Tax Savings Fund is 22 in 35 funds. The investment of ₹ 10,000 in this fund would have become ₹ 13848.0 in one year.
  4. 1 Year SIP Return%: The Sundaram Tax Savings Fund has given return of 14.93% in last one year which is poor as it is in the below average with return rank of 24 in 35 funds. in ELSS (Tax Saving) Fund.
    5. '
'

The Sundaram Tax Savings Fund has poor risk performance, as non of above risk paramerters are above average ELSS (Tax Saving) Fund category. The details are provided below. '
    ' '
'

The Sundaram Tax Savings Fund has poor risk adjusted performance, as non of above risk adjusted paramerters are above average in ELSS (Tax Saving) Fund category. The details are provided below. '
    ' '
'


Not able to see in mobile!!! save the chart by clicking on camera icon.

KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Better Than Cat. Avg In 1st Quartile In 4th Quartile
1M Return % 3.62
3.98
1.84 | 8.10 20 | 35
No
No
No
3M Return % 9.37
7.71
2.69 | 14.44 8 | 35
Yes
Yes
No
6M Return % 21.00
24.11
14.78 | 40.32 24 | 35
No
No
No
1Y Return % 36.29
40.33
24.96 | 61.05 23 | 35
No
No
No
1Y SIP Return % 34.11
39.04
22.50 | 66.69 23 | 35
No
No
No
Return data last Updated On : April 24, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 28, 2024
KPIs: Key Performance Indicators

Rotate the phone! Best viewed in landscape mode on mobile.
KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Better Than Cat. Avg In 1st Quartile In 4th Quartile
1M Return % 3.66 4.07 1.88 | 8.21 20 | 35
No
No
No
3M Return % 9.51 8.00 3.17 | 14.78 8 | 35
Yes
Yes
No
6M Return % 21.34 24.78 15.92 | 41.01 25 | 35
No
No
No
1Y Return % 37.04 41.85 26.79 | 62.81 25 | 35
No
No
No
1Y SIP Return % 34.84 40.54 24.35 | 68.40 24 | 35
No
No
No
Return data last Updated On : April 24, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 28, 2024
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D 0.28 ₹ 10028.0 0.29 ₹ 10029.0
1W 2.58 ₹ 10258.0 2.59 ₹ 10259.0
1M 3.62 ₹ 10362.0 3.66 ₹ 10366.0
3M 9.37 ₹ 10937.0 9.51 ₹ 10951.0
6M 21.0 ₹ 12100.0 21.34 ₹ 12134.0
1Y 36.29 ₹ 13629.0 37.04 ₹ 13704.0
3Y - ₹ - - ₹ -
5Y - ₹ - - ₹ -
7Y - ₹ - - ₹ -
10Y - ₹ - - ₹ -
15Y - ₹ - - ₹ -

Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.

Investment Period Invested Amount Regular Direct
XIRR % Current Value of Invested Amount XIRR % Current Value of Invested Amount
1Y ₹ 12000 34.1056 ₹ 14114.232 34.8415 ₹ 14157.984
3Y ₹ 36000 - ₹ - - ₹ -
5Y ₹ 60000 - ₹ - - ₹ -
7Y ₹ 84000 - ₹ - - ₹ -
10Y ₹ 120000 - ₹ - - ₹ -
15Y ₹ 180000 - ₹ - - ₹ -


Date NAV Regular Growth NAV Direct Growth
24-04-2024 453.2043 481.3036
23-04-2024 451.9225 479.9352
22-04-2024 451.1047 479.0596
19-04-2024 445.0041 472.56
18-04-2024 441.8021 469.1527
16-04-2024 443.3955 470.8309
15-04-2024 444.7891 472.3347
12-04-2024 451.2051 479.1267
09-04-2024 452.3913 480.365
08-04-2024 452.8555 480.8508
05-04-2024 450.0642 477.8657
04-04-2024 449.1263 476.8629
03-04-2024 447.1332 474.7397
02-04-2024 446.8928 474.4773
01-04-2024 446.6636 474.227
28-03-2024 442.883 470.1853
27-03-2024 439.6308 466.7257
26-03-2024 437.3647 464.3132
22-03-2024 436.7488 463.634
21-03-2024 434.0835 460.7979
20-03-2024 429.2619 455.6728
19-03-2024 429.0194 455.4087
18-03-2024 432.9789 459.6049
15-03-2024 432.1388 458.6929
14-03-2024 431.9624 458.4989
13-03-2024 428.6641 454.9912
12-03-2024 438.3687 465.285
11-03-2024 440.4006 467.4348
07-03-2024 442.0337 469.1404
06-03-2024 439.5784 466.5277
05-03-2024 439.6604 466.6078
04-03-2024 440.8948 467.9109
01-03-2024 440.7349 467.7206
29-02-2024 435.8172 462.495
28-02-2024 433.5016 460.0308
27-02-2024 437.8985 464.6899
26-02-2024 436.1942 462.8745
23-02-2024 438.096 464.8721
22-02-2024 437.3949 464.1213
21-02-2024 434.2546 460.7823
20-02-2024 436.5845 463.247
19-02-2024 435.0778 461.6408
16-02-2024 432.0682 458.4254
15-02-2024 428.508 454.6406
14-02-2024 425.9699 451.9406
13-02-2024 424.6032 450.4832
12-02-2024 422.1091 447.8299
09-02-2024 426.3999 452.3602
08-02-2024 424.8571 450.7163
07-02-2024 427.3568 453.3608
06-02-2024 425.876 451.7827
05-02-2024 423.4121 449.1616
02-02-2024 424.3071 450.0893
01-02-2024 422.1147 447.7565
31-01-2024 422.2369 447.8789
30-01-2024 417.2876 442.6218
29-01-2024 420.0808 445.5774
25-01-2024 414.3952 439.5184
24-01-2024 416.5179 441.7627
23-01-2024 412.5914 437.5911
19-01-2024 420.8228 446.2925
18-01-2024 418.2058 443.51
17-01-2024 419.5165 444.8928
16-01-2024 426.8554 452.6683
15-01-2024 428.6676 454.5828
12-01-2024 425.3277 451.0192
11-01-2024 421.8254 447.2981
10-01-2024 421.5193 446.9663
09-01-2024 420.1614 445.5193
08-01-2024 420.3655 445.7285
05-01-2024 424.8143 450.4239
04-01-2024 424.4717 450.0534
03-01-2024 421.1376 446.5111
02-01-2024 422.676 448.135
01-01-2024 423.8026 449.3222
29-12-2023 423.6632 449.1528
28-12-2023 423.0077 448.4506
27-12-2023 421.6114 446.963
26-12-2023 417.9084 443.0303
22-12-2023 416.913 441.9466
21-12-2023 415.6266 440.5758
20-12-2023 412.6061 437.3669
19-12-2023 419.8807 445.0709
18-12-2023 419.0537 444.1871
15-12-2023 419.4214 444.5554
14-12-2023 416.4114 441.3579
13-12-2023 412.0999 436.7811
12-12-2023 411.1257 435.7415
11-12-2023 413.2037 437.9368
08-12-2023 411.6394 436.2578
07-12-2023 411.2983 435.8893
06-12-2023 410.6781 435.225
05-12-2023 409.9414 434.4372
04-12-2023 407.6331 431.9841
01-12-2023 401.6022 425.5723
30-11-2023 399.7698 423.6237
29-11-2023 397.8639 421.5973
28-11-2023 394.3819 417.9009
24-11-2023 392.4603 415.8378
23-11-2023 392.3127 415.6747
22-11-2023 392.9126 416.3037
21-11-2023 392.6417 416.0099
20-11-2023 390.8461 414.1007
17-11-2023 391.8652 415.1604
16-11-2023 392.4941 415.8201
15-11-2023 390.5354 413.7383
13-11-2023 386.3404 409.2808
10-11-2023 385.3238 408.1841
09-11-2023 383.8632 406.6303
08-11-2023 385.2618 408.1053
07-11-2023 383.9358 406.6941
06-11-2023 383.2388 405.9492
03-11-2023 380.3215 402.8396
02-11-2023 377.6515 400.005
01-11-2023 374.5283 396.6906
31-10-2023 375.196 397.3914
30-10-2023 376.0513 398.2908
27-10-2023 374.9429 397.0977
26-10-2023 370.3963 392.2761
25-10-2023 374.5397 396.6579
23-10-2023 377.0435 399.2966
20-10-2023 383.9979 406.6419
19-10-2023 386.0382 408.7958
18-10-2023 386.8197 409.6169
17-10-2023 389.4354 412.38
16-10-2023 388.4879 411.3701
13-10-2023 388.6988 411.5735
12-10-2023 389.3988 412.3081
11-10-2023 389.3137 412.2113
10-10-2023 387.6106 410.4014
09-10-2023 384.5542 407.1588
06-10-2023 387.6136 410.3782
05-10-2023 385.3032 407.9255
04-10-2023 383.274 405.7706
03-10-2023 386.4084 409.0824
29-09-2023 387.0741 409.7608
27-09-2023 388.1448 410.8809
26-09-2023 386.6834 409.3274
25-09-2023 386.8056 409.4502
22-09-2023 386.3704 408.9696
21-09-2023 387.3442 409.9938
20-09-2023 390.8796 413.73
18-09-2023 394.2553 417.2912
15-09-2023 396.1842 419.3149
14-09-2023 394.2784 417.292
13-09-2023 392.8929 415.8197
12-09-2023 390.7558 413.552
11-09-2023 395.1096 418.1538
08-09-2023 392.1274 414.9801
07-09-2023 389.5699 412.2676
06-09-2023 388.0402 410.6429
05-09-2023 387.2241 409.7735
04-09-2023 385.3491 407.7836
01-09-2023 383.9399 406.275
31-08-2023 381.3781 403.5584
30-08-2023 382.0498 404.2635
29-08-2023 381.1868 403.3445
28-08-2023 379.9812 402.0632
25-08-2023 378.5487 400.5303
24-08-2023 381.4796 403.6257
23-08-2023 381.4523 403.591
22-08-2023 379.4564 401.4737
21-08-2023 379.0508 401.0388
18-08-2023 377.6435 399.5329
17-08-2023 378.7421 400.6895
16-08-2023 378.8285 400.7752
14-08-2023 378.4248 400.3367
11-08-2023 379.0276 400.9573
10-08-2023 380.0304 402.0124
09-08-2023 381.3793 403.4336
08-08-2023 380.7593 402.7721
07-08-2023 380.1255 402.0958
04-08-2023 379.1107 401.0053
03-08-2023 375.8202 397.5192
02-08-2023 377.7798 399.5862
01-08-2023 382.0475 404.0945
31-07-2023 382.6929 404.7714
28-07-2023 379.7754 401.6685
27-07-2023 379.8576 401.7497
26-07-2023 380.0219 401.9177
25-07-2023 379.0279 400.8608
24-07-2023 379.2308 401.0696
21-07-2023 378.7904 400.5868
20-07-2023 382.2798 404.2712
19-07-2023 379.7239 401.5626
18-07-2023 377.5464 399.2542
17-07-2023 377.4389 399.1349
14-07-2023 374.5466 396.0594
13-07-2023 371.4757 392.8066
12-07-2023 371.5623 392.8926
11-07-2023 372.0146 393.3653
10-07-2023 369.4315 390.6284
07-07-2023 369.7566 390.9554
06-07-2023 371.705 393.01
05-07-2023 370.0607 391.2658
04-07-2023 369.9019 391.0924
03-07-2023 369.8731 391.0565
30-06-2023 368.073 389.1367
28-06-2023 364.966 385.8409
27-06-2023 361.5255 382.1982
26-06-2023 358.553 379.0504
23-06-2023 357.5678 377.9927
22-06-2023 359.3539 379.8754
21-06-2023 361.6335 382.2798
20-06-2023 360.6777 381.264
19-06-2023 359.0121 379.4979
16-06-2023 359.6584 380.1649
15-06-2023 356.3532 376.6659
14-06-2023 357.1202 377.4712
13-06-2023 356.3069 376.6063
12-06-2023 353.7094 373.8555
09-06-2023 353.5887 373.7119
08-06-2023 354.6075 374.7834
07-06-2023 356.2834 376.5493
06-06-2023 353.4272 373.5253
05-06-2023 352.8792 372.9408
02-06-2023 351.4477 371.4121
01-06-2023 349.8798 369.7499
31-05-2023 349.9551 369.8242
30-05-2023 350.2004 370.0782
29-05-2023 348.9786 368.7818
26-05-2023 347.4571 367.1583
25-05-2023 344.7496 364.2922
24-05-2023 344.4043 363.9221
23-05-2023 345.3717 364.9391
22-05-2023 345.095 364.6416
19-05-2023 343.864 363.3253
18-05-2023 342.4983 361.8773
17-05-2023 343.9008 363.3539
16-05-2023 345.2531 364.7775
15-05-2023 345.487 365.0195
12-05-2023 343.8096 363.2317
11-05-2023 343.2464 362.6315
10-05-2023 342.622 361.9667
09-05-2023 341.6984 360.9859
08-05-2023 342.0991 361.4041
05-05-2023 338.7795 357.8818
04-05-2023 341.6004 360.8567
03-05-2023 338.242 357.3039
02-05-2023 338.2169 357.2724
28-04-2023 336.7617 355.715
27-04-2023 334.0534 352.8492
26-04-2023 332.5246 351.2115
25-04-2023 331.8708 350.5159
24-04-2023 331.5313 350.1524

Fund Launch Date: 31/Mar/1996
Fund Category: ELSS (Tax Saving) Fund
Investment Objective: To build a high quality growth-oriented portfolio to provide long-term capital gains to the investors. The scheme aims at providing returns through capital appreciation.
Fund Description: An open-ended equity linked saving scheme with a statutory lock-in of 3 years and tax benefit
Fund Benchmark: Nifty 500 Total Return Index
Source: Fund FactSheet

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.