Sundaram ELSS Tax Saver Fund - Growth - Direct Plan

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  • (-1.14%)Nav, as on 09-01-2026

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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 -0.93 1.00 7.38 15.37 15.73 15.39
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 7.38 15.37 15.73 1.70 1,401.54
Axis ELSS Tax Saver Fund - Direct Plan - Growth Option Jan 01, 2013 Unrated 5.57 15.47 10.26 0.81 34,262.95
SBI ELSS Tax Saver Fund - DIRECT PLAN -GROWTH Jan 01, 2013 6.11 23.51 20.88 0.92 32,608.80
Mirae Asset ELSS Tax Saver Fund - Direct Plan - Growth Dec 28, 2015 10.52 17.95 17.17 0.56 27,195.94
HDFC ELSS Tax saver -Direct Plan - Growth Option Jan 01, 2013 10.60 21.25 21.41 1.08 17,163.37
Aditya Birla Sun Life ELSS Tax Saver Fund - Growth - Direct Plan Jan 01, 2013 10.28 15.59 10.98 0.95 15,414.99

Fund Holdings as on 31-December-2025

  • HDFC Bank Ltd

  • ICICI Bank Ltd

  • Reliance Industries Ltd

  • Bharti Airtel Ltd

  • Infosys Ltd

  • Axis Bank Ltd

  • State Bank of India

  • Larsen & Toubro Ltd

  • Kotak Mahindra Bank Ltd

  • TREPS

  • ITC Ltd

  • Mahindra & Mahindra Ltd

  • Ultratech Cement Ltd

  • Force Motors Ltd

  • Cipla Ltd

  • Kirloskar Oil Engines Ltd

  • Sun Pharmaceutical Industries Ltd

  • Tata Consultancy Services Ltd

  • Union Bank of India

  • HCL Technologies Ltd

  • IndusInd Bank Ltd

  • NTPC LTD

  • Swiggy Ltd

  • Devyani international limited

  • Metropolis Healthcare Ltd

  • Zomato Ltd

  • Ambuja Cements Ltd

  • Alkem Laboratories Ltd

  • United Spirits Ltd

  • Varun Beverages Ltd

  • Emami Ltd

  • Cummins India Ltd

  • Tech Mahindra Ltd

  • GAIL (India) Ltd

  • Delhivery Ltd

  • Jubilant Foodworks Ltd

  • UPL Ltd

  • Interglobe Aviation Ltd

  • TATA Consumer Products Ltd

  • Affle (India) Ltd

  • Hindustan Aeronautics Ltd

  • Indegene Limited

  • Cholamandalam Investment and Finance Company Ltd

  • Whirlpool of India Ltd

  • Amara Raja Energy & Mobility Ltd

  • Torrent Power Ltd

  • TATA Motors Ltd

  • Hindustan UniLever Ltd

  • Deepak Nitrite Ltd

  • LTIMindtree Ltd

  • GE Vernova T and D India Ltd

  • Praj Industries Ltd

  • JK Lakshmi Cement Ltd

  • Chennai Super Kings Ltd @

  • Kwality Wall’s (India) 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

  • Cement & Construction Materials

  • Consumer Food

  • Engineering - Construction

  • Automobiles-Trucks/Lcv

  • e-Commerce

  • Miscellaneous

  • Cigarettes/Tobacco

  • Power Generation/Distribution

  • Automobiles - Passenger Cars

  • Engineering - Industrial Equipments

  • Household & Personal Products

  • Hospital & Healthcare Services

  • Breweries & Distilleries

  • Diesel Engines

  • Gas Transmission/Marketing

  • Logistics

  • Pesticides & Agrochemicals

  • Tea/Coffee

  • Airlines

  • BPO/ITeS

  • Defence

  • Business Support

  • Consumer Durables - Domestic Appliances

  • Finance - NBFC

  • Batteries

  • Chemicals

  • Electric Equipment

  • 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 01-Jan-2013 and currently has an AUM of ₹1,401.54 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 ₹-6.36(-1.14%)yesterday to ₹553.5507.

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