Sundaram ELSS Tax Saver Fund - Growth - Direct Plan

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  • 1.66 %Nav, as on 11-04-2025

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Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

The fund seeks to build a high quality growth oriented portfolio to provide long term capital appreciation through investment primarily in equities.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Sundaram ELSS Tax Saver Fund Direct Plan Growth 2.81 -3.71 1.65 11.90 23.92 15.28
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
NIFTY 500 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Sundaram ELSS Tax Saver Fund Direct Plan Growth Jan 01, 2013 Unrated 1.65 11.90 23.92 1.72 1,288.19
Axis ELSS Tax Saver Fund - Direct Plan - Growth Option Jan 01, 2013 Unrated 1.88 8.70 17.77 0.84 34,176.50
SBI Long Term Equity Fund - DIRECT PLAN -GROWTH Jan 01, 2013 3.28 21.41 29.41 1.07 27,730.33
Mirae Asset ELSS Tax Saver Fund - Direct Plan - Growth Dec 28, 2015 1.96 12.29 25.59 0.60 23,945.24
DSP ELSS Tax Saver Fund - Direct Plan - Growth Dec 31, 2012 10.14 16.86 27.73 0.72 16,217.91
HDFC ELSS Tax saver -Direct Plan - Growth Option Dec 31, 2012 8.19 19.79 28.43 1.09 15,555.71

Fund Holdings as on 31-March-2025

  • HDFC Bank Ltd

  • ICICI Bank Ltd

  • TREPS

  • Reliance Industries Ltd

  • Larsen & Toubro Ltd

  • Infosys Ltd

  • State Bank of India

  • Axis Bank Ltd

  • Interglobe Aviation Ltd

  • Ultratech Cement Ltd

  • Bharti Airtel Ltd - Partly Paid Right Shares

  • ITC Ltd

  • Sun Pharmaceutical Industries Ltd

  • Maruti Suzuki India Ltd

  • Kotak Mahindra Bank Ltd

  • Tata Consultancy Services Ltd

  • Force Motors Ltd

  • Hindustan UniLever Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • Aurobindo Pharma Ltd

  • Bajaj Finance Ltd

  • ICRA Ltd

  • Info Edge (India) Ltd

  • IndusInd Bank Ltd

  • Bata India Ltd

  • Bharti Airtel Ltd

  • UPL Ltd

  • Metropolis Healthcare Ltd

  • Blue Star Ltd

  • The Federal Bank Ltd

  • Apollo Hospitals Enterprise Ltd

  • Cipla Ltd

  • GAIL (India) Ltd

  • Tata Motors Ltd

  • PI Industries Ltd

  • Jubilant Foodworks Ltd

  • United Spirits Ltd

  • TATA Consumer Products Ltd

  • Praj Industries Ltd

  • NTPC LTD

  • Zomato Ltd

  • Swiggy Ltd

  • Tech Mahindra Ltd

  • Pidilite Industries Ltd

  • Delhivery Ltd

  • Computer Age Management Services Ltd

  • PNB Housing Finance Ltd

  • Mahindra & Mahindra Ltd

  • GE Vernova T and D India Ltd

  • Oil India Ltd

  • Hindustan Aeronautics Ltd

  • Apollo Tyres Ltd

  • Kajaria Ceramics Ltd

  • Kirloskar Oil Engines Ltd

  • Affle (India) Ltd

  • Neuland Laboratories Ltd

  • Hindustan Petroleum Corporation Ltd

  • Max Financial Services Ltd

  • Schaeffler India Ltd

  • Hyundai Motor India Ltd

  • ICICI Prudential Life Insurance Company Ltd

  • Adani Ports and Special Economic Zone Ltd

  • Dalmia Cement (Bharat) Ltd.

  • United Breweries Ltd

  • Mankind Pharma Ltd

  • ABB India Ltd

  • Titan Company Ltd

  • Chennai Super Kings Ltd @

  • Virtual Dynamics Software Ltd @

  • Cash and Other Net Current Assets

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  • Bank - Private

  • Miscellaneous

  • IT - Software

  • Pharmaceuticals & Drugs

  • Refineries

  • Engineering - Construction

  • Bank - Public

  • Finance - NBFC

  • Automobiles - Passenger Cars

  • Cement & Construction Materials

  • Automobiles-Trucks/Lcv

  • Airlines

  • Hospital & Healthcare Services

  • Pesticides & Agrochemicals

  • Cigarettes/Tobacco

  • BPO/ITeS

  • e-Commerce

  • Household & Personal Products

  • Engineering - Industrial Equipments

  • Ratings

  • Breweries & Distilleries

  • Footwear

  • Telecommunication - Service Provider

  • Air Conditioners

  • Industrial Gases & Fuels

  • Consumer Food

  • Electric Equipment

  • Tea/Coffee

  • Power Generation/Distribution

  • Chemicals

  • Courier Services

  • Depository Services

  • Finance - Housing

  • Oil Exploration

  • Defence

  • Tyres & Allied

  • Ceramics/Marble/Granite/Sanitaryware

  • Finance - Others

  • Bearings

  • Insurance

  • Port

  • Diamond & Jewellery

  • Amusement Parks/Recreation/Club

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  • Cash

  • Equity

  • Rights

About Sundaram ELSS Tax Saver Fund

Scheme Analysis

Sundaram ELSS Tax Saver Fund is a Equity - ELSS fund and belongs to Sundaram Mutual Fund. It was launched on 01-Jan-2013 and currently has an AUM of ₹1,288.19 crore. Sundaram ELSS Tax Saver Fund is benchmarked against NIFTY 50 - TRI as primary index and NIFTY 500 - TRI as secondary index.

The NAV of Sundaram ELSS Tax Saver Fund ended up ₹8.01(1.66%)yesterday to ₹491.5355.

Among its top 3 holdings the fund has exposure to HDFC Bank Ltd, and

The Sundaram ELSS Tax Saver Fund is managed by Sudhir Kedia and Rohit Seksaria.

Fund House Contact

Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

+91 (22) 28583362/3367
+91 (22) 22858 3156