Sundaram ELSS Tax Saver Fund - Growth - Regular Plan

Other Plans and Options
  • (-0.3%)Nav, as on 28-03-2025

  • Previous Nav

  • Net Change on 28-03-2025

  • PersonalFN Rating

  • Category

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Regular 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 Regular Growth 6.30 -4.26 6.23 13.74 25.25 15.83
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 Regular Growth Mar 31, 1996 Unrated 6.23 13.74 25.25 2.25 1,212.38
Axis ELSS Tax Saver Fund - Regular Plan - Growth Dec 29, 2009 Unrated 6.37 10.17 18.06 1.56 32,174.34
SBI Long Term Equity Fund - REGULAR PLAN- GROWTH Mar 31, 1993 10.19 23.84 31.63 1.60 25,723.50
Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth Dec 28, 2015 8.57 13.91 26.43 1.57 22,411.17
DSP ELSS Tax Saver Fund - Regular Plan - Growth Jan 18, 2007 16.63 18.48 28.93 1.65 14,981.09
HDFC ELSS Tax saver-Growth Plan Mar 31, 1996 12.50 21.80 30.07 1.67 14,671.37

Fund Holdings as on 28-February-2025

  • HDFC Bank Ltd

  • TREPS

  • ICICI Bank Ltd

  • Reliance Industries Ltd

  • Infosys Ltd

  • Larsen & Toubro Ltd

  • State Bank of India

  • Axis Bank Ltd

  • Interglobe Aviation Ltd

  • Ultratech Cement Ltd

  • Bharti Airtel Ltd - Partly Paid Right Shares

  • Maruti Suzuki India Ltd

  • ITC Ltd

  • IndusInd Bank Ltd

  • Tata Consultancy Services Ltd

  • Sun Pharmaceutical Industries Ltd

  • Hindustan UniLever Ltd

  • Bajaj Finance Ltd

  • Tech Mahindra Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • Aurobindo Pharma Ltd

  • Blue Star Ltd

  • Force Motors Ltd

  • Kotak Mahindra Bank Ltd

  • Bata India Ltd

  • ICRA Ltd

  • Info Edge (India) Ltd

  • Metropolis Healthcare Ltd

  • Bharti Airtel Ltd

  • Cipla Ltd

  • The Federal Bank Ltd

  • UPL Ltd

  • Apollo Hospitals Enterprise Ltd

  • Zomato Ltd

  • Jubilant Foodworks Ltd

  • Tata Motors Ltd

  • TATA Consumer Products Ltd

  • PNB Housing Finance Ltd

  • United Spirits Ltd

  • Swiggy Ltd

  • PI Industries Ltd

  • Praj Industries Ltd

  • NTPC LTD

  • Delhivery Ltd

  • Pidilite Industries Ltd

  • Computer Age Management Services Ltd

  • GE Vernova T and D India Ltd

  • Oil India Ltd

  • Titan Company Ltd

  • Kajaria Ceramics Ltd

  • Apollo Tyres Ltd

  • GAIL (India) Ltd

  • Hindustan Aeronautics Ltd

  • Neuland Laboratories Ltd

  • Affle (India) Ltd

  • Hyundai Motor India Ltd

  • Kirloskar Oil Engines Ltd

  • Schaeffler India Ltd

  • Max Financial Services Ltd

  • ICICI Prudential Life Insurance Company Ltd

  • Hindustan Petroleum Corporation Ltd

  • Adani Ports and Special Economic Zone Ltd

  • Dalmia Cement (Bharat) Ltd.

  • United Breweries Ltd

  • Mankind Pharma Ltd

  • ABB India Ltd

  • Chennai Super Kings Ltd @

  • Virtual Dynamics Software Ltd @

  • Cash and Other Net Current Assets

View More

  • Bank - Private

  • IT - Software

  • Miscellaneous

  • Pharmaceuticals & Drugs

  • Refineries

  • Engineering - Construction

  • Finance - NBFC

  • Bank - Public

  • Cement & Construction Materials

  • Automobiles - Passenger Cars

  • Airlines

  • Automobiles-Trucks/Lcv

  • Hospital & Healthcare Services

  • Pesticides & Agrochemicals

  • e-Commerce

  • Cigarettes/Tobacco

  • BPO/ITeS

  • Household & Personal Products

  • Air Conditioners

  • Engineering - Industrial Equipments

  • Footwear

  • Ratings

  • Breweries & Distilleries

  • Telecommunication - Service Provider

  • Consumer Food

  • Tea/Coffee

  • Finance - Housing

  • Electric Equipment

  • Power Generation/Distribution

  • Courier Services

  • Chemicals

  • Depository Services

  • Oil Exploration

  • Diamond & Jewellery

  • Ceramics/Marble/Granite/Sanitaryware

  • Tyres & Allied

  • Defence

  • Industrial Gases & Fuels

  • Insurance

  • Finance - Others

  • Bearings

  • Port

  • Amusement Parks/Recreation/Club

View More

  • Cash

  • Equity

  • Rights

View More

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 31-Mar-1996 and currently has an AUM of ₹1,212.38 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 down ₹-1.41(-0.3%)yesterday to ₹470.4682.

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