Sundaram ELSS Tax Saver Fund - Growth - Regular Plan

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  • (-1.99%)Nav, as on 28-02-2025

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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 -1.99 -8.54 3.13 12.69 17.19 15.71
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 3.13 12.69 17.19 2.23 1,299.14
Axis ELSS Tax Saver Fund - Regular Plan - Growth Dec 29, 2009 Unrated 5.74 8.57 11.36 1.54 34,496.58
SBI Long Term Equity Fund - REGULAR PLAN- GROWTH Mar 31, 1993 6.37 23.64 22.73 1.60 27,305.51
Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth Dec 28, 2015 2.58 12.92 17.79 1.56 24,007.47
DSP ELSS Tax Saver Fund - Regular Plan - Growth Jan 18, 2007 8.16 17.01 19.45 1.65 15,985.06
HDFC ELSS Tax saver-Growth Plan Mar 31, 1996 7.50 21.51 20.75 1.69 15,413.45

Fund Holdings as on 31-January-2025

  • HDFC Bank Ltd

  • ICICI Bank Ltd

  • TREPS

  • Infosys Ltd

  • Reliance Industries Ltd

  • Larsen & Toubro Ltd

  • State Bank of India

  • Bharti Airtel Ltd - Partly Paid Right Shares

  • Ultratech Cement Ltd

  • Axis Bank Ltd

  • Sun Pharmaceutical Industries Ltd

  • Interglobe Aviation Ltd

  • ITC Ltd

  • Bajaj Finance Ltd

  • Tata Consultancy Services Ltd

  • Tech Mahindra Ltd

  • Hindustan UniLever Ltd

  • IndusInd Bank Ltd

  • Aurobindo Pharma Ltd

  • Blue Star Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • United Breweries Ltd

  • ICRA Ltd

  • Maruti Suzuki India Ltd

  • Jubilant Foodworks Ltd

  • Bharti Airtel Ltd

  • Info Edge (India) Ltd

  • Bata India Ltd

  • Kotak Mahindra Bank Ltd

  • PNB Housing Finance Ltd

  • Force Motors Ltd

  • Titan Company Ltd

  • Swiggy Ltd

  • Cipla Ltd

  • Tata Motors Ltd

  • The Federal Bank Ltd

  • Delhivery Ltd

  • United Spirits Ltd

  • TATA Consumer Products Ltd

  • Zomato Ltd

  • Praj Industries Ltd

  • Metropolis Healthcare Ltd

  • PI Industries Ltd

  • ABB India Ltd

  • GE Vernova T and D India Ltd

  • Mankind Pharma Ltd

  • NTPC LTD

  • Pidilite Industries Ltd

  • Oil India Ltd

  • Kirloskar Oil Engines Ltd

  • Kajaria Ceramics Ltd

  • Apollo Tyres Ltd

  • Hindustan Aeronautics Ltd

  • Laurus Labs Ltd

  • Neuland Laboratories Ltd

  • GAIL (India) Ltd

  • Hindustan Petroleum Corporation Ltd

  • Affle (India) Ltd

  • Schaeffler India Ltd

  • Max Financial Services Ltd

  • ICICI Prudential Life Insurance Company Ltd

  • Hyundai Motor India Ltd

  • Adani Ports and Special Economic Zone Ltd

  • Dalmia Cement (Bharat) Ltd.

  • Navin Fluorine International Ltd

  • Bharti Hexacom Ltd

  • ITC Hotels Ltd

  • Chennai Super Kings Ltd @

  • Virtual Dynamics Software Ltd @

  • Cash and Other Net Current Assets

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  • Bank - Private

  • IT - Software

  • Pharmaceuticals & Drugs

  • Refineries

  • Miscellaneous

  • Finance - NBFC

  • Engineering - Construction

  • Cement & Construction Materials

  • Bank - Public

  • Breweries & Distilleries

  • Automobiles-Trucks/Lcv

  • Airlines

  • e-Commerce

  • Cigarettes/Tobacco

  • Household & Personal Products

  • BPO/ITeS

  • Automobiles - Passenger Cars

  • Electric Equipment

  • Engineering - Industrial Equipments

  • Telecommunication - Service Provider

  • Air Conditioners

  • Ratings

  • Consumer Food

  • Footwear

  • Finance - Housing

  • Diamond & Jewellery

  • Chemicals

  • Courier Services

  • Tea/Coffee

  • Hospital & Healthcare Services

  • Pesticides & Agrochemicals

  • Power Generation/Distribution

  • Oil Exploration

  • Ceramics/Marble/Granite/Sanitaryware

  • Tyres & Allied

  • Defence

  • Industrial Gases & Fuels

  • Insurance

  • Finance - Others

  • Bearings

  • Port

  • Hotel, Resort & Restaurants

  • Amusement Parks/Recreation/Club

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  • Cash

  • Equity

  • Rights

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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 ₹1,299.14 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 ₹-8.99(-1.99%)yesterday to ₹442.6052.

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