Sundaram Tax Savings Fund - Direct (IDCW-H)

Sundaram Tax Savings Fund - Direct (IDCW-H)

Very HighEquityTax Saving
Not Rated
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Scheme Details

1.75%

Expense Ratio

₹1,212 cr

Fund Size

₹500

Minimum Lumpsum

₹500

Minimum SIP

Performance

1y
3y
5y
All
Annualized Returns
-10.86%
7.98%
7.62%
10.23%
Benchmark Returns
-
-
-
-
Rank Within Category
-
-
-
-

Peer Comparison

Fund Name
Sundaram Tax Savings Fund - Direct (IDCW-H)
-10.86%
M
Mirae Asset NYSE FANG+ ETF Fund of Fund - Dir (G)
28.65%
M
Mirae Asset S&P 500 Top 50 ETF Fund of Fund-Dir(G)
36.75%
S
Sundaram Emerging Small Cap Series III - Dir (G)
16.36%
S
Sundaram Emerging Small Cap Series II - Dir (G)
4.82%

Holdings

Holdings
Sector Wise
ICICI Bank
8.17%
Infosys
7.08%
HDFC Bank
5.28%
Polycab India
4.37%
St Bk of India
4.16%

Fund Manager

S
Sudhir Kedia