Sundaram ELSS Tax Saver Fund - Growth - Regular Plan

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  • 0.63 %Nav, as on 10-02-2026

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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 1.53 1.30 9.90 15.81 14.15 15.75
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 9.90 15.81 14.15 2.18 1,348.11
Axis ELSS Tax Saver Fund - Regular Plan - Growth Dec 29, 2009 Unrated 6.61 15.62 9.65 1.54 32,930.15
SBI ELSS Tax Saver Fund - REGULAR PLAN- GROWTH Mar 31, 1993 8.96 24.04 19.49 1.57 31,861.52
HDFC ELSS Tax saver-Growth Plan Mar 31, 1996 11.01 21.37 19.41 1.70 16,749.21
Aditya Birla Sun Life ELSS Tax Saver Fund - Growth Option Mar 10, 2008 13.78 16.09 9.90 1.69 14,992.71
Nippon India ELSS Tax Saver Fund-Growth Option Sep 21, 2005 12.03 18.17 16.40 1.70 14,881.42

Fund Holdings as on 31-January-2026

  • HDFC Bank Ltd

  • ICICI Bank Ltd

  • Axis Bank Ltd

  • TREPS

  • Reliance Industries Ltd

  • Bharti Airtel Ltd

  • State Bank of India

  • Infosys Ltd

  • Larsen & Toubro Ltd

  • Kotak Mahindra Bank Ltd

  • Ultratech Cement Ltd

  • Mahindra & Mahindra Ltd

  • ITC Ltd

  • Force Motors Ltd

  • Union Bank of India

  • Kirloskar Oil Engines Ltd

  • HCL Technologies Ltd

  • Cipla Ltd

  • NTPC LTD

  • IndusInd Bank Ltd

  • Tata Consultancy Services Ltd

  • Zomato Ltd

  • Tech Mahindra Ltd

  • Alkem Laboratories Ltd

  • Metropolis Healthcare Ltd

  • Cummins India Ltd

  • GAIL (India) Ltd

  • United Spirits Ltd

  • Ambuja Cements Ltd

  • Varun Beverages Ltd

  • Sun Pharmaceutical Industries Ltd

  • Emami Ltd

  • Swiggy Ltd

  • Delhivery Ltd

  • Devyani international limited

  • Hindustan Aeronautics Ltd

  • Elecon Engineering Company Ltd

  • TATA Motors Ltd

  • Jubilant Foodworks Ltd

  • LTIMindtree Ltd

  • Torrent Power Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • Interglobe Aviation Ltd

  • Indegene Limited

  • Amara Raja Energy & Mobility Ltd

  • Affle (India) Ltd

  • Whirlpool of India Ltd

  • Deepak Nitrite Ltd

  • JK Lakshmi Cement Ltd

  • Praj Industries Ltd

  • Brigade Enterprises Ltd

  • Amber Enterprises India Ltd

  • Cash and Other Net Current Assets

  • Chennai Super Kings Ltd @

  • Kwality Wall’s (India) Ltd

  • Virtual Dynamics Software Ltd @

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  • Bank - Private

  • IT - Software

  • Bank - Public

  • Miscellaneous

  • Cement & Construction Materials

  • Pharmaceuticals & Drugs

  • Refineries

  • Telecommunication - Service Provider

  • Consumer Food

  • Engineering - Construction

  • Engineering - Industrial Equipments

  • Automobiles-Trucks/Lcv

  • Power Generation/Distribution

  • e-Commerce

  • Automobiles - Passenger Cars

  • Cigarettes/Tobacco

  • Hospital & Healthcare Services

  • Diesel Engines

  • Gas Transmission/Marketing

  • Breweries & Distilleries

  • Household & Personal Products

  • Logistics

  • Defence

  • Finance - NBFC

  • Airlines

  • Business Support

  • Batteries

  • BPO/ITeS

  • Consumer Durables - Domestic Appliances

  • Chemicals

  • Construction - Real Estate

  • Air Conditioners

  • Amusement Parks/Recreation/Club

  • Unspecified

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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 31-Mar-1996 and currently has an AUM of ₹1,348.11 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(0.63%)yesterday to ₹527.7387.

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