SUSundaram MF

Sundaram BNP Paribas Tax Saver 98

elssEquity - ELSS - Tax Saver FundBenchmark: BSE 200
NAV · 28 Mar 2008₹85.13+0.01%
AUM₹1 Cr
Expense Ratio1.58%
CAGR
Exit LoadNil
Min SIP
Launched

Investment Objective

The scheme is due for redemption in 2008. The scheme seeks capital appreciation with at least 80 per cent exposure to equities and equity related instruments and between 5 to 20 per cent exposure to debt and money market instruments. The scheme offers liquidity through repurchase at NAV related prices

Fund Mandate

Debt5%–25%
Equity80%–100%
Asset Allocation
Domestic Equity86.1%
Cash & Equivalents13.9%
Fund Managers
SR
Satish Ramanathan
Fund Manager
Key Information
1.58%
₹500
Nil
Nil
Inception
AMCSundaram MF
Top Holdings As of 31 Jul 2007
1CashOthers13.93%
2Larsen & Toubro Ltd.Infrastructure9.64%
3Reliance Capital Ltd.Finance8.90%
4Zee Entertainment Enterprises Ltd.Media & Entertainment8.50%
5Reliance Industries Ltd.Crude Oil7.88%
6Infosys Ltd.IT5.48%
7MIC Electronics Ltd.Capital Goods5.25%
8Bimetal Bearings Ltd.Automobile & Ancillaries5.01%
9Madhucon Projects Ltd.Infrastructure4.80%
10Dish TV India Ltd.Media & Entertainment4.32%
Sector Allocation
Infrastructure14.4%
Others13.9%
Media & Entertainment12.8%
Capital Goods9.2%
Healthcare9.1%
Finance8.9%
IT8.9%
Crude Oil7.9%
Automobile & Ancillaries5.0%
Consumer Durables4.3%
Telecom4.2%
FMCG1.3%
Latest News

No recent news found for Sundaram BNP Paribas Tax Saver 98.

Sundaram MF Latest News

Trailing Returns
PeriodReturns
1 Day+0.01%
Risk Metrics

Risk metrics are not available for this fund.

Fees
1.58%
Nil
Nil
₹500
Capital Gains Tax, general rules

This is an equity-oriented fund. Under rules effective since Budget 2024 (23 July 2024):

Short-Term Capital Gains (held ≤ 12 months): taxed at a flat 20%.

Long-Term Capital Gains (held > 12 months): taxed at 12.5% on gains above ₹1.25 lakh in a financial year, with no indexation benefit.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme