Sundaram ELSS Tax Saver Fund - Growth - Regular Plan

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  • 0.18 %Nav, as on 06-12-2023

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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 (₹)

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  • 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 (Formerly Known as Principal Tax Savings Fund) Regular Growth 7.16 5.83 16.94 20.27 15.92 16.06
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 16.94 20.27 15.92 2.28 1,061.51
Axis Long Term Equity Fund - Regular Plan - Growth Dec 29, 2009 Unrated 14.49 11.20 13.17 1.55 31,135.83
Mirae Asset Tax Saver Fund-Regular Plan-Growth Dec 28, 2015 17.95 19.81 18.75 1.61 17,531.53
SBI Long Term Equity Fund - REGULAR PLAN- GROWTH Mar 31, 1993 29.79 25.24 19.17 1.69 15,773.93
Aditya Birla Sun Life ELSS Tax Saver Fund - Growth Option Mar 10, 2008 12.41 10.81 9.53 1.70 13,535.95
Nippon India ELSS Tax Saver Fund-Growth Option Sep 21, 2005 20.47 24.00 13.97 1.72 12,323.18

Fund Holdings as on 31-October-2023

  • HDFC Bank Ltd

  • Reliance Industries Ltd

  • ICICI Bank Ltd

  • TREPS

  • Infosys Ltd

  • State Bank of India

  • Axis Bank Ltd

  • Sun Pharmaceutical Industries Ltd

  • Bajaj Finance Ltd

  • Polycab India Ltd

  • Tata Consultancy Services Ltd

  • Force Motors Ltd

  • Larsen & Toubro Ltd

  • United Breweries Ltd

  • Ultratech Cement Ltd

  • Hindustan UniLever Ltd

  • Tata Motors Ltd

  • ICRA Ltd

  • Bank of Baroda

  • Avenue Supermarts Ltd

  • Maruti Suzuki India Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • Ashok Leyland Ltd

  • Jubilant Foodworks Ltd

  • Multi Commodity Exchange of India Ltd

  • Interglobe Aviation Ltd

  • Bharti Airtel Ltd - Partly Paid Right Shares

  • Tech Mahindra Ltd

  • Titan Company Ltd

  • Dr. Reddys Laboratories Ltd

  • Cipla Ltd

  • Max Financial Services Ltd

  • Coforge Ltd

  • Blue Star Ltd

  • The Federal Bank Ltd

  • Bata India Ltd

  • LTIMindtree Ltd

  • Can Fin Homes Ltd

  • ABB India Ltd

  • Info Edge (India) Ltd

  • Kotak Mahindra Bank Ltd

  • Subros Ltd

  • IndusInd Bank Ltd

  • TATA Consumer Products Ltd

  • Tata Steel Ltd

  • IPCA Laboratories Ltd

  • BEML Ltd

  • Canara Bank

  • FSN E–Commerce Ventures Ltd(NYKAA)

  • Nestle India Ltd

  • CE Info Systems Private Limited

  • ITC Ltd

  • Schaeffler India Ltd

  • Alkem Laboratories Ltd

  • Clean Science & Technology Ltd

  • Britannia Industries Ltd

  • Jio Financial Services Ltd

  • Aurobindo Pharma Ltd

  • United Spirits Ltd

  • Zydus Wellness Ltd

  • Oberoi Realty Ltd

  • Zee Entertainment Enterprises Ltd

  • Asian Paints Ltd

  • Dalmia Cement (Bharat) Ltd.

  • Zomato Ltd

  • Sapphire Foods 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

  • Miscellaneous

  • Finance - NBFC

  • Consumer Food

  • Retailing

  • Breweries & Distilleries

  • Cement & Construction Materials

  • Cable

  • Finance - Stock Broking

  • Engineering - Construction

  • Household & Personal Products

  • Ratings

  • Automobiles - Passenger Cars

  • Airlines

  • Diamond & Jewellery

  • Finance - Others

  • e-Commerce

  • Air Conditioners

  • Finance - Housing

  • Electric Equipment

  • BPO/ITeS

  • Chemicals

  • Auto Ancillary

  • Tea/Coffee

  • Steel & Iron Products

  • Construction Vehicles

  • Cigarettes/Tobacco

  • Bearings

  • Construction - Real Estate

  • TV Broadcasting & Software Production

  • Paints

  • Amusement Parks/Recreation/Club

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  • Cash

  • Equity

  • Rights

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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 ₹1,061.51 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 ₹0.74(0.18%)yesterday to ₹410.6781.

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