Sundaram ELSS Tax Saver Fund - Growth - Regular Plan

Other Plans and Options
  • (-0.15%)Nav, as on 13-10-2025

  • Previous Nav

  • Net Change on 13-10-2025

  • 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 0.55 -0.01 1.53 15.29 19.97 15.87
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 1.53 15.29 19.97 2.19 1,356.01
SBI ELSS Tax Saver Fund - REGULAR PLAN- GROWTH Mar 31, 1993 -1.26 24.60 24.72 1.58 30,419.61
Nippon India ELSS Tax Saver Fund-Growth Option Sep 21, 2005 -1.05 18.34 22.69 1.71 15,059.64
ICICI Prudential ELSS Tax Saver Fund - Growth Aug 19, 1999 1.89 17.16 20.98 1.72 14,425.23
Quant ELSS Tax Saver Fund-Growth Apr 13, 2000 -7.70 15.16 26.00 1.65 11,854.28
Canara Robeco ELSS Tax Saver - Regular Plan - Growth Feb 02, 2009 Unrated -0.99 15.28 18.77 1.70 8,799.03

Fund Holdings as on 30-September-2025

  • HDFC Bank Ltd

  • ICICI Bank Ltd

  • Reliance Industries Ltd

  • Bharti Airtel Ltd

  • Axis Bank Ltd

  • State Bank of India

  • Larsen & Toubro Ltd

  • Infosys Ltd

  • ITC Ltd

  • Kotak Mahindra Bank Ltd

  • Ultratech Cement Ltd

  • Mahindra & Mahindra Ltd

  • TREPS

  • Cipla Ltd

  • Sundaram Liquid Fund - Direct Growth

  • Force Motors Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • NTPC LTD

  • Sun Pharmaceutical Industries Ltd

  • Swiggy Ltd

  • Tata Motors Ltd

  • Metropolis Healthcare Ltd

  • Ambuja Cements Ltd

  • Alkem Laboratories Ltd

  • Emami Ltd

  • Kirloskar Oil Engines Ltd

  • Delhivery Ltd

  • Zomato Ltd

  • IndusInd Bank Ltd

  • GAIL (India) Ltd

  • United Spirits Ltd

  • Jubilant Foodworks Ltd

  • Varun Beverages Ltd

  • Interglobe Aviation Ltd

  • UPL Ltd

  • Cummins India Ltd

  • Tech Mahindra Ltd

  • Devyani international limited

  • GE Vernova T and D India Ltd

  • Maruti Suzuki India Ltd

  • Amara Raja Energy & Mobility Ltd

  • Hindustan Aeronautics Ltd

  • Union Bank of India

  • TATA Consumer Products Ltd

  • Hindustan UniLever Ltd

  • HCL Technologies Ltd

  • Deepak Nitrite Ltd

  • Affle (India) Ltd

  • Torrent Power Ltd

  • Cash and Other Net Current Assets

  • Praj Industries Ltd

  • Neuland Laboratories Ltd

  • Hindustan Petroleum Corporation Ltd

  • BSE Ltd

  • Chennai Super Kings Ltd @

  • Virtual Dynamics Software Ltd @

View More

  • Bank - Private

  • Pharmaceuticals & Drugs

  • IT - Software

  • Refineries

  • Bank - Public

  • Telecommunication - Service Provider

  • Cement & Construction Materials

  • Consumer Food

  • Engineering - Construction

  • Automobiles - Passenger Cars

  • Automobiles-Trucks/Lcv

  • Miscellaneous

  • e-Commerce

  • Cigarettes/Tobacco

  • Power Generation/Distribution

  • Household & Personal Products

  • Engineering - Industrial Equipments

  • Finance - NBFC

  • Hospital & Healthcare Services

  • Logistics

  • Gas Transmission/Marketing

  • Breweries & Distilleries

  • Airlines

  • Pesticides & Agrochemicals

  • Diesel Engines

  • Electric Equipment

  • Batteries

  • Defence

  • Tea/Coffee

  • Chemicals

  • BPO/ITeS

  • Finance - Others

  • Amusement Parks/Recreation/Club

View More

  • Cash

  • Equity

  • MFU

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 ₹1,356.01 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 ₹-0.76(-0.15%)yesterday to ₹513.7894.

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

The Sundaram ELSS Tax Saver Fund is managed by S. Bharath 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