Sundaram ELSS Tax Saver Fund - Growth - Regular Plan

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  • 0.65 %Nav, as on 13-08-2025

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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 -1.00 2.41 2.74 14.78 20.37 15.90
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 2.74 14.78 20.37 2.18 1,376.95
SBI ELSS Tax Saver Fund - REGULAR PLAN- GROWTH Mar 31, 1993 -2.00 23.49 24.60 1.58 30,271.16
Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth Dec 28, 2015 1.61 15.46 20.94 1.55 26,075.63
Nippon India ELSS Tax Saver Fund-Growth Option Sep 21, 2005 0.04 17.09 23.14 1.69 15,338.90
ICICI Prudential ELSS Tax Saver Fund - Growth Aug 19, 1999 2.26 15.43 20.55 1.72 14,403.12
Quant ELSS Tax Saver Fund-Growth Apr 13, 2000 -11.25 15.27 26.66 1.65 11,649.15

Fund Holdings as on 31-July-2025

  • HDFC Bank Ltd

  • ICICI Bank Ltd

  • TREPS

  • Reliance Industries Ltd

  • Axis Bank Ltd

  • Larsen & Toubro Ltd

  • Bharti Airtel Ltd

  • State Bank of India

  • Infosys Ltd

  • ITC Ltd

  • Kotak Mahindra Bank Ltd

  • Sundaram Low Duration Fund - Direct Growth

  • Ultratech Cement Ltd

  • Hindustan UniLever Ltd

  • Maruti Suzuki India Ltd

  • Force Motors Ltd

  • Sun Pharmaceutical Industries Ltd

  • Swiggy Ltd

  • Metropolis Healthcare Ltd

  • IndusInd Bank Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • Ambuja Cements Ltd

  • UPL Ltd

  • Delhivery Ltd

  • Zomato Ltd

  • Interglobe Aviation Ltd

  • NTPC LTD

  • GAIL (India) Ltd

  • GE Vernova T and D India Ltd

  • Mahindra & Mahindra Ltd

  • Apollo Hospitals Enterprise Ltd

  • Varun Beverages Ltd

  • Alkem Laboratories Ltd

  • The Federal Bank Ltd

  • Cipla Ltd

  • Cummins India Ltd

  • United Spirits Ltd

  • Amara Raja Energy & Mobility Ltd

  • Devyani international limited

  • TATA Consumer Products Ltd

  • Deepak Nitrite Ltd

  • Tata Motors Ltd

  • Info Edge (India) Ltd

  • Jubilant Foodworks Ltd

  • Praj Industries Ltd

  • Kajaria Ceramics Ltd

  • Blue Star Ltd

  • Tech Mahindra Ltd

  • Hindustan Aeronautics Ltd

  • Kirloskar Oil Engines Ltd

  • Emami Ltd

  • Affle (India) Ltd

  • Hindustan Petroleum Corporation Ltd

  • Neuland Laboratories Ltd

  • Torrent Power Ltd

  • Cash and Other Net Current Assets

  • Chennai Super Kings Ltd @

  • Virtual Dynamics Software Ltd @

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  • Bank - Private

  • Miscellaneous

  • Refineries

  • Pharmaceuticals & Drugs

  • IT - Software

  • Cement & Construction Materials

  • Engineering - Construction

  • Telecommunication - Service Provider

  • Bank - Public

  • Automobiles - Passenger Cars

  • Consumer Food

  • Cigarettes/Tobacco

  • Household & Personal Products

  • e-Commerce

  • Automobiles-Trucks/Lcv

  • Hospital & Healthcare Services

  • Power Generation/Distribution

  • Engineering - Industrial Equipments

  • BPO/ITeS

  • Finance - NBFC

  • Logistics

  • Pesticides & Agrochemicals

  • Courier Services

  • Airlines

  • Industrial Gases & Fuels

  • Electric Equipment

  • Diesel Engines

  • Breweries & Distilleries

  • Batteries

  • Chemicals

  • Tea/Coffee

  • Ceramics/Marble/Granite/Sanitaryware

  • Air Conditioners

  • Defence

  • Amusement Parks/Recreation/Club

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  • Cash

  • Equity

  • MFU

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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 ₹1,376.95 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 ₹3.32(0.65%)yesterday to ₹510.144.

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