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- Sundaram BNP Paribas -
Tax Saver

Why are people investing several lakhs in Sundaram BNP Paribas Tax Saver?
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An acclaimed fund with a track record of ten 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.
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Impressive track record with compounded annual returns of 22.7 per cent since 1999.
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Leading the broad-based BSE 200 by 7.6 percentage points on annualised return basis since launch.
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Rs. 1,000 a month (SIP) invested since launch (Rs.1,25,000) is worth Rs. 6.19 lakh (April 30, 2010 assuming dividend reinvestment).
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If you had invested Rs.1 lakh in November 1999 when the fund was launched, it would now be worth Rs 8.5 lakh (BSE 200: Rs 4.4 lakh).
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The flexi-cap portfolio has a distinct large-cap tilt; style integrity ensures comfort for investors on the portfolio composition.
» Top three sectors by allocation: Energy-oil & Gas, Financial Services and Energy-Utilities (April 2010)
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Track record of a fund house with acclaimed record for several years in a row.

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Sundaram BNP Paribas



Investments up to Rs.1 lakh per annum in an ELSS fund such as Sundaram BNP Paribas 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. He doesn't have to worry about every twist and turn in the Sensex. Also he doesn't have to keep a lot of cash to allow for withdrawals. So he 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 BNP Paribas Tax Saver. (Past performance may or may not be sustained in future).
Past performance may or may not be sustained in future.
Performance comparison with benchmark
Track Record
Growth Option		 Annual Fund Excess Return
Fund BSE 200
Since Inception 22.7 15.2 7.6
Last 10 years 23.1 15.8 7.2
Last 9 years 30.3 22.3 8.0
Last 7 years 38.4 30.0 8.4
Last 5 years 26.2 22.1 4.1
Last 3 years 15.6 10.2 5.4
Last 2 years 8.4 1.7 6.8
Last 1 year 61.9 66.5 -4.6
Past performance may or may not be sustained in future. Returns in
percentage are computed using an adjusted series of NAV for dividends declared before separate Dividend and Growth Options were introduced on a compounded annual basis.
Performance comparison:
Outpacing average of tax-saving funds, large-cap funds & all equity funds and broad market across multiple time periods..
Basis for comparison/period 1 Year 2 Years 3 Years 5 Years 6 Years 7 Years 10 Years
Sundaram BNP Paribas Tax Saver 61.9 8.4 15.6 26.2 29.7 38.4 23.1
All-equity funds 70.1 4.4 10.2 22.3 22.2 32.4 15.4
Large-cap funds 63.9 6.4 12.8 25.2 23.0 33.8 13.7
Tax Planning Schemes 70.2 4.2 10.5 21.0 22.4 33.1 18.1
BSE Sensex 54.0 0.8 8.2 23.3 20.8 28.9 0.1
S&P CNX Nifty 51.9 1.1 8.9 22.6 19.7 28.0 14.1
S&P CNX 500 64.0 1.7 8.9 20.9 19.4 29.9 0.2
BSE 200 66.5 1.7 10.2 22.1 19.8 30.0 15.8
Data Source: Value Research / Bloomberg; Analysis: In-house. Returns in percentage on compounded annual basis as of April 30, 2010 have been computed using NAV of Growth Option.Past performance may or may not be sustained in future.

Call your investment advisor now or SMS SFUND to 56767.

Disclaimer: Mutual Fund investments are subject to market risks. Please read the Scheme Information Document carefully before investing.
Scheme Specific Risk Factors: Investors in the scheme are not being offered any guaranteed returns.

Common Risk Factors: Mutual Fund investments are subject to market risks and there is no assurance or guarantee that the objectives of the scheme will be achieved. Past performance of the Sponsor//Asset Management Company/Fund does not indicate the future performance. Investors in the schemes are not being offered any guaranteed or indicated returns. The names of the scheme do not in any manner indicate either quality or future prospects and returns. NAV may rise or decline depending on market conditions. Main types are market risk, liquidity risk, credit risk and systemic risks. Changes in government policy and tax benefits applicable to mutual funds may impact returns to investors. At times, liquidity of investments may be impaired. There is risk of capital loss.

Statutory Details: Sundaram BNP Paribas Mutual Fund has been set up as a trust under the Indian Trusts Act, 1882. Trustees: Sundaram BNP Paribas Trustee Company Limited. Investment Manager: Sundaram BNP Paribas Asset Management Company. Sponsor: Sundaram Finance Limited, BNP Paribas Asset Management.
Sundaram Towers 2nd Floor, 46, Whites Road, Chennai - 600 014. Ph: (044) 28583362 / 28583367
E-mail: marketing@sundarambnpparibas.in Visit us at : www.sundarambnpparibas.in
Call Toll Free No.1800 425 1000