Sundaram ELSS Tax Saver Fund - Growth - Direct Plan

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  • (-0.37%)Nav, as on 10-12-2025

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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 0.80 2.36 3.60 14.90 17.49 15.59
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 3.60 14.90 17.49 1.70 1,410.54
Nippon India ELSS Tax Saver Fund - Direct Plan Growth Plan Jan 01, 2013 1.15 16.86 20.30 1.02 15,519.07
ICICI Prudential ELSS Tax Saver Fund - Direct Plan - Growth Jan 01, 2013 5.54 16.22 18.07 1.08 14,956.70
Quant ELSS Tax Saver Fund-Growth Option-Direct Plan Jan 07, 2013 1.22 14.58 24.88 0.66 12,514.16
Canara Robeco ELSS Tax Saver - Direct Plan - Growth Option Jan 01, 2013 Unrated 1.15 15.27 17.77 0.54 9,117.80
Kotak ELSS Tax Saver Fund-Growth - Direct Jan 01, 2013 -1.31 15.59 18.72 0.62 6,515.84

Fund Holdings as on 30-November-2025

  • HDFC Bank Ltd

  • ICICI Bank Ltd

  • Reliance Industries Ltd

  • Bharti Airtel Ltd

  • Axis Bank Ltd

  • Infosys Ltd

  • State Bank of India

  • Larsen & Toubro Ltd

  • Kotak Mahindra Bank Ltd

  • ITC Ltd

  • Mahindra & Mahindra Ltd

  • TREPS

  • Ultratech Cement Ltd

  • Cipla Ltd

  • Force Motors Ltd

  • Sun Pharmaceutical Industries Ltd

  • Kirloskar Oil Engines Ltd

  • HCL Technologies Ltd

  • Union Bank of India

  • Tata Consultancy Services Ltd

  • IndusInd Bank Ltd

  • NTPC LTD

  • Zomato Ltd

  • Alkem Laboratories Ltd

  • Swiggy Ltd

  • Metropolis Healthcare Ltd

  • Ambuja Cements Ltd

  • United Spirits Ltd

  • UPL Ltd

  • Cummins India Ltd

  • Emami Ltd

  • Varun Beverages Ltd

  • Devyani international limited

  • GAIL (India) Ltd

  • Delhivery Ltd

  • Tech Mahindra Ltd

  • Interglobe Aviation Ltd

  • Jubilant Foodworks Ltd

  • Maruti Suzuki India Ltd

  • GE Vernova T and D India Ltd

  • TATA Consumer Products Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • Amara Raja Energy & Mobility Ltd

  • Hindustan Aeronautics Ltd

  • Whirlpool of India Ltd

  • Torrent Power Ltd

  • Affle (India) Ltd

  • Hindustan UniLever Ltd

  • Deepak Nitrite Ltd

  • LTIMindtree Ltd

  • TATA Motors Ltd ( Prev TML Commercial Vehicles Ltd )

  • Praj Industries Ltd

  • Indegene Limited

  • Chennai Super Kings Ltd @

  • Virtual Dynamics Software Ltd @

  • Cash and Other Net Current Assets

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  • Bank - Private

  • IT - Software

  • Bank - Public

  • Refineries

  • Pharmaceuticals & Drugs

  • Telecommunication - Service Provider

  • Engineering - Construction

  • Consumer Food

  • Cement & Construction Materials

  • Automobiles - Passenger Cars

  • e-Commerce

  • Cigarettes/Tobacco

  • Automobiles-Trucks/Lcv

  • Power Generation/Distribution

  • Household & Personal Products

  • Engineering - Industrial Equipments

  • Miscellaneous

  • Hospital & Healthcare Services

  • Breweries & Distilleries

  • Pesticides & Agrochemicals

  • Diesel Engines

  • Gas Transmission/Marketing

  • Logistics

  • Airlines

  • Electric Equipment

  • Finance - NBFC

  • Tea/Coffee

  • Batteries

  • Defence

  • Consumer Durables - Domestic Appliances

  • BPO/ITeS

  • Chemicals

  • Business Support

  • Amusement Parks/Recreation/Club

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  • Cash

  • Equity

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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 01-Jan-2013 and currently has an AUM of ₹1,410.54 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 ₹-2.07(-0.37%)yesterday to ₹556.6711.

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