Sundaram ELSS Tax Saver Fund - Growth - Direct Plan

Other Plans and Options
  • 0.61 %Nav, as on 17-03-2026

  • Previous Nav

  • Net Change on 17-03-2026

  • PersonalFN Rating

  • Category

  • Assets (Cr.)

  • Expense Ratio

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 -9.46 -9.68 6.19 14.52 12.73 14.39
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 6.19 14.52 12.73 1.53 1,348.88
Axis ELSS Tax Saver Fund - Direct Plan - Growth Option Jan 01, 2013 Unrated 4.41 14.60 8.09 0.81 33,185.50
SBI ELSS Tax Saver Fund - DIRECT PLAN -GROWTH Jan 01, 2013 5.47 21.86 18.07 0.92 32,171.48
Mirae Asset ELSS Tax Saver Fund - Direct Plan - Growth Dec 28, 2015 9.87 16.65 13.39 0.59 26,202.62
DSP ELSS Tax Saver Fund - Direct Plan - Growth Jan 01, 2013 6.85 19.34 15.80 0.74 17,249.79
HDFC ELSS Tax saver -Direct Plan - Growth Option Jan 01, 2013 6.53 19.25 17.87 1.08 16,618.14

Fund Holdings as on 28-February-2026

  • HDFC Bank Ltd

  • ICICI Bank Ltd

  • Axis Bank Ltd

  • Reliance Industries Ltd

  • State Bank of India

  • Bharti Airtel Ltd

  • Larsen & Toubro Ltd

  • Infosys Ltd

  • Kotak Mahindra Bank Ltd

  • Ultratech Cement Ltd

  • Force Motors Ltd

  • TREPS

  • Mahindra & Mahindra Ltd

  • Union Bank of India

  • Oil & Natural Gas Corporation Ltd

  • Kirloskar Oil Engines Ltd

  • ITC Ltd

  • NTPC LTD

  • IndusInd Bank Ltd

  • Cipla Ltd

  • Cummins India Ltd

  • Alkem Laboratories Ltd

  • Metropolis Healthcare Ltd

  • HCL Technologies Ltd

  • Zomato Ltd

  • GAIL (India) Ltd

  • Tata Consultancy Services Ltd

  • United Spirits Ltd

  • Ambuja Cements Ltd

  • Varun Beverages Ltd

  • Devyani international limited

  • Delhivery Ltd

  • Torrent Power Ltd

  • Elecon Engineering Company Ltd

  • TATA Motors Ltd

  • Swiggy Ltd

  • Emami Ltd

  • JK Lakshmi Cement Ltd

  • Jubilant Foodworks Ltd

  • Tech Mahindra Ltd

  • Whirlpool of India Ltd

  • Interglobe Aviation Ltd

  • Sun Pharmaceutical Industries Ltd

  • PB Fintech Ltd

  • Indegene Limited

  • Amara Raja Energy & Mobility Ltd

  • Hindustan Aeronautics Ltd

  • Deepak Nitrite Ltd

  • Affle (India) Ltd

  • LTIMindtree Ltd

  • Amber Enterprises India Ltd

  • Praj Industries Ltd

  • Brigade Enterprises Ltd

  • Trent Ltd

  • Chennai Super Kings Ltd @

  • Virtual Dynamics Software Ltd @

  • Cash and Other Net Current Assets

View More

  • Bank - Private

  • IT - Software

  • Bank - Public

  • Cement & Construction Materials

  • Refineries

  • Pharmaceuticals & Drugs

  • Telecommunication - Service Provider

  • Engineering - Industrial Equipments

  • Automobiles-Trucks/Lcv

  • Engineering - Construction

  • Consumer Food

  • Power Generation/Distribution

  • e-Commerce

  • Miscellaneous

  • Automobiles - Passenger Cars

  • Oil Exploration

  • Cigarettes/Tobacco

  • Diesel Engines

  • Hospital & Healthcare Services

  • Gas Transmission/Marketing

  • Breweries & Distilleries

  • Logistics

  • Household & Personal Products

  • Consumer Durables - Domestic Appliances

  • Airlines

  • Fintech

  • Business Support

  • Batteries

  • Defence

  • Chemicals

  • BPO/ITeS

  • Air Conditioners

  • Construction - Real Estate

  • Retailing

  • Amusement Parks/Recreation/Club

View More

Fund Manager

  • Cash

  • Equity

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 01-Jan-2013 and currently has an AUM of ₹1,348.88 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 ₹3.11(0.61%)yesterday to ₹509.3577.

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