Sundaram ELSS Tax Saver Fund Regular Growth

Fund House: Sundaram Mutual Fund

Category: Equity: ELSS

Status: Open Ended Schemes

Launch Date: 01-01-2013

Minimum Investment: 500.0

Asset Class:

Minimum Topup: 500.0

Benchmark: NIFTY 500 TRI

Total Assets: 1394.52 As on (30-06-2025)

Expense Ratio: 2.16% As on (30-06-2025)

Turn over: 81.00% | Exit Load: Units under Sundaram Tax Savings Fund - A long term taxsaver Fund, issued under ELSS guidelines 2005, are eligible for tax deduction u/s 80C of the Income Tax Act, 1961 and can be repurchased/pledged/transferred after 3 years from the date of unit allotment Entry Load - NIL Exit Load - NIL.

NAV as on 25-07-2025

510.9844

-5.308

CAGR Since Inception

14.35%

NIFTY 500 TRI 12.54%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Sundaram ELSS Tax Saver Fund Regular Growth 3.72 17.02 21.05 13.39 14.35
NIFTY 500 TRI 2.64 18.63 21.97 13.91 12.54
Equity: ELSS 0.92 18.71 21.35 13.31 14.93

Funds Manager

FM1- Sudhir Kedia; FM2 - Mr. Rohit Seksaria

RETURNS CALCULATORS for Sundaram ELSS Tax Saver Fund Regular Growth

Growth of 10000 In SIP (Fund vs Benchmark)

Amount

Period

Start

End

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

Start

PORTFOLIO ANALYSIS of Sundaram ELSS Tax Saver Fund Regular Growth

Portfolio Holdings

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Sector Allocation

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PEER COMPARISION of Sundaram ELSS Tax Saver Fund Regular Growth

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
Sundaram ELSS Tax Saver Fund Reg Gr 01-01-2013 3.72 16.09 17.02 21.05 13.39
HSBC Tax Saver Equity Gr 05-01-2007 10.57 24.25 21.47 22.65 13.24
WhiteOak Capital ELSS Tax Saver Fund Reg Gr 14-10-2022 9.05 23.55 0.0 0.0 0.0
Motilal Oswal ELSS Tax Saver Fund Reg Gr 05-01-2015 8.87 29.62 28.17 26.34 16.38
Parag Parikh ELSS Tax Saver Reg Gr 07-07-2019 7.34 20.13 20.42 23.26 0.0
HDFC ELSS Tax saver Gr 05-03-1996 5.46 23.61 23.75 25.22 13.4
PGIM India ELSS Tax Saver Reg Gr 11-12-2015 4.62 13.45 15.25 20.45 0.0
BARODA BNP PARIBAS ELSS Tax Saver Gr 05-01-2006 3.97 20.7 19.49 19.16 11.67
Axis ELSS Tax Saver Reg Gr 05-12-2009 3.89 15.91 15.06 16.68 11.87
Mirae Asset ELSS Tax Saver Reg Gr 01-12-2015 3.86 18.36 18.29 22.14 0.0

Asset Allocation (%)

Key Performance and Risk Statistics of Sundaram ELSS Tax Saver Fund Regular Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Sundaram ELSS Tax Saver Fund Regular Growth 11.66 1.08 -0.12 0.87 - -
Equity: ELSS - - - - - -