Sundaram ELSS Tax Saver Fund - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

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  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

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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 (Formerly Known as Principal Tax Savings Fund) Regular Growth 3.29 7.20 36.84 20.50 16.68 16.22
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 (Formerly Known as Principal Tax Savings Fund) Regular Growth Mar 31, 1996 Unrated 36.84 20.50 16.68 2.20 1,244.39
Axis ELSS Tax Saver Fund - Regular Plan - Growth Dec 29, 2009 Unrated 35.40 12.56 14.26 1.52 35,473.88
SBI Long Term Equity Fund - REGULAR PLAN- GROWTH Mar 31, 1993 59.87 28.26 21.45 1.64 21,976.26
Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth Dec 28, 2015 36.57 18.76 19.02 1.59 21,475.97
Aditya Birla Sun Life ELSS Tax Saver Fund - Growth Option Mar 10, 2008 33.99 11.66 10.47 1.69 14,976.12
Nippon India ELSS Tax Saver Fund-Growth Option Sep 21, 2005 44.01 22.07 14.82 1.71 14,322.15

Fund Holdings as on 31-March-2024

  • HDFC Bank Ltd

  • Reliance Industries Ltd

  • ICICI Bank Ltd

  • Infosys Ltd

  • TREPS

  • Sun Pharmaceutical Industries Ltd

  • Force Motors Ltd

  • Larsen & Toubro Ltd

  • State Bank of India

  • Axis Bank Ltd

  • Sundaram Liquid Fund - Direct Growth

  • Tata Motors Ltd

  • Avenue Supermarts Ltd

  • Bank of Baroda

  • Tata Consultancy Services Ltd

  • Bharti Airtel Ltd

  • Bajaj Finance Ltd

  • Interglobe Aviation Ltd

  • Tech Mahindra Ltd

  • Maruti Suzuki India Ltd

  • Ultratech Cement Ltd

  • ICRA Ltd

  • Hindustan UniLever Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • United Breweries Ltd

  • Cipla Ltd

  • Titan Company Ltd

  • Kotak Mahindra Bank Ltd

  • ABB India Ltd

  • Blue Star Ltd

  • Jubilant Foodworks Ltd

  • Pidilite Industries Ltd

  • Info Edge (India) Ltd

  • Mankind Pharma Ltd

  • Coforge Ltd

  • Max Financial Services Ltd

  • Multi Commodity Exchange of India Ltd

  • The Federal Bank Ltd

  • Canara Bank

  • BEML Ltd

  • Dr. Reddys Laboratories Ltd

  • Tata Steel Ltd

  • TATA Consumer Products Ltd

  • Asian Paints Ltd

  • IPCA Laboratories Ltd

  • IndusInd Bank Ltd

  • Bata India Ltd

  • Kirloskar Oil Engines Ltd

  • Zomato Ltd

  • Nestle India Ltd

  • Aurobindo Pharma Ltd

  • Cummins India Ltd

  • Union Bank of India

  • Britannia Industries Ltd

  • ITC Ltd

  • Clean Science & Technology Ltd

  • Sterling and Wilson Renewable Energy Ltd

  • Adani Ports and Special Economic Zone Ltd

  • CE Info Systems Private Limited

  • Polycab India Ltd

  • Alkem Laboratories Ltd

  • United Spirits Ltd

  • Oberoi Realty Ltd

  • Zydus Wellness Ltd

  • Suven Pharmaceuticals Ltd

  • LTIMindtree Ltd

  • Jio Financial Services Ltd

  • Can Fin Homes Ltd

  • Dalmia Cement (Bharat) Ltd.

  • Sapphire Foods India Ltd

  • Schaeffler India Ltd

  • Navin Fluorine International Ltd

  • BEML Land and Assets Ltd

  • Chennai Super Kings Ltd @

  • Virtual Dynamics Software Ltd @

  • Cash and Other Net Current Assets

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  • Bank - Private

  • IT - Software

  • Pharmaceuticals & Drugs

  • Refineries

  • Bank - Public

  • Automobiles-Trucks/Lcv

  • Finance - NBFC

  • Engineering - Construction

  • Consumer Food

  • Retailing

  • Miscellaneous

  • Cement & Construction Materials

  • Airlines

  • Chemicals

  • Breweries & Distilleries

  • Automobiles - Passenger Cars

  • Ratings

  • Household & Personal Products

  • Diamond & Jewellery

  • Electric Equipment

  • Air Conditioners

  • BPO/ITeS

  • Finance - Others

  • Finance - Stock Broking

  • Construction Vehicles

  • Steel & Iron Products

  • Tea/Coffee

  • Paints

  • Engineering - Industrial Equipments

  • e-Commerce

  • Diesel Engines

  • Cigarettes/Tobacco

  • Construction - Real Estate

  • Port

  • Cable

  • Finance - Housing

  • Bearings

  • Amusement Parks/Recreation/Club

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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 ₹1,244.39 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 ₹0.82(0.18%)yesterday to ₹451.9225.

Among its top 3 holdings the fund has exposure to HDFC Bank Ltd, and

The Sundaram ELSS Tax Saver Fund is managed by Sudhir Kedia 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