Sundaram ELSS Tax Saver Fund - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

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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 5.26 11.14 32.66 18.39 17.70 16.17
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 32.66 18.39 17.70 2.24 1,186.81
Axis ELSS Tax Saver Fund - Regular Plan - Growth Dec 29, 2009 Unrated 30.64 10.30 14.25 1.54 33,526.42
Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth Dec 28, 2015 34.99 17.86 20.19 1.58 20,949.94
SBI Long Term Equity Fund - REGULAR PLAN- GROWTH Mar 31, 1993 58.07 26.86 22.39 1.68 20,085.15
Aditya Birla Sun Life ELSS Tax Saver Fund - Growth Option Mar 10, 2008 30.44 10.00 11.31 1.69 14,997.90
Nippon India ELSS Tax Saver Fund-Growth Option Sep 21, 2005 40.46 20.97 16.56 1.72 14,166.15

Fund Holdings as on 31-January-2024

  • HDFC Bank Ltd

  • Reliance Industries Ltd

  • ICICI Bank Ltd

  • TREPS

  • Infosys Ltd

  • Axis Bank Ltd

  • Sun Pharmaceutical Industries Ltd

  • State Bank of India

  • Tata Motors Ltd

  • Larsen & Toubro Ltd

  • Avenue Supermarts Ltd

  • Force Motors Ltd

  • Tata Consultancy Services Ltd

  • Tech Mahindra Ltd

  • Bank of Baroda

  • Ultratech Cement Ltd

  • Bajaj Finance Ltd

  • Bharti Airtel Ltd - Partly Paid Right Shares

  • Interglobe Aviation Ltd

  • ICRA Ltd

  • Hindustan UniLever Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • Jubilant Foodworks Ltd

  • United Breweries Ltd

  • Maruti Suzuki India Ltd

  • Kotak Mahindra Bank Ltd

  • Titan Company Ltd

  • Multi Commodity Exchange of India Ltd

  • Coforge Ltd

  • Cipla Ltd

  • BEML Ltd

  • Blue Star Ltd

  • The Federal Bank Ltd

  • Pidilite Industries Ltd

  • Info Edge (India) Ltd

  • Dr. Reddys Laboratories Ltd

  • Ashok Leyland Ltd

  • LTIMindtree Ltd

  • ABB India Ltd

  • Mankind Pharma Ltd

  • Max Financial Services Ltd

  • Asian Paints Ltd

  • TATA Consumer Products Ltd

  • Bata India Ltd

  • Tata Steel Ltd

  • Canara Bank

  • IndusInd Bank Ltd

  • IPCA Laboratories Ltd

  • Can Fin Homes Ltd

  • Aurobindo Pharma Ltd

  • Nestle India Ltd

  • Clean Science & Technology Ltd

  • Britannia Industries Ltd

  • Sterling and Wilson Renewable Energy Ltd

  • Kirloskar Oil Engines Ltd

  • ITC Ltd

  • Jio Financial Services Ltd

  • CE Info Systems Private Limited

  • Alkem Laboratories Ltd

  • United Spirits Ltd

  • Zydus Wellness Ltd

  • Polycab India Ltd

  • Zomato Ltd

  • Suven Pharmaceuticals Ltd

  • Oberoi Realty Ltd

  • Dalmia Cement (Bharat) Ltd.

  • Sapphire Foods India Ltd

  • Schaeffler India Ltd

  • Zee Entertainment Enterprises Ltd

  • Navin Fluorine International Ltd

  • Subros Ltd

  • FSN E–Commerce Ventures Ltd(NYKAA)

  • 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

  • Consumer Food

  • Finance - NBFC

  • Retailing

  • Engineering - Construction

  • Cement & Construction Materials

  • Breweries & Distilleries

  • Finance - Stock Broking

  • Chemicals

  • Airlines

  • Household & Personal Products

  • Ratings

  • Automobiles - Passenger Cars

  • Diamond & Jewellery

  • Construction Vehicles

  • Air Conditioners

  • BPO/ITeS

  • Electric Equipment

  • Finance - Others

  • Paints

  • Tea/Coffee

  • Steel & Iron Products

  • Finance - Housing

  • Engineering - Industrial Equipments

  • Cigarettes/Tobacco

  • e-Commerce

  • Construction - Real Estate

  • Cable

  • Bearings

  • TV Broadcasting & Software Production

  • Auto Ancillary

  • 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 ₹1,186.81 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 ₹1.7(0.39%)yesterday to ₹437.8985.

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