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Sundaram ELSS Tax Saver Fund

Sundaram ELSS Tax Saver Fund

+11.08%
3Y annualised
-0.42% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 19 Jun '26
?492.17
Min. for SIP
?500
Fund size (AUM)
?1,263.36 Cr
Expense ratio
2.31%
Rating
3

Return calculator

Monthly investment
?5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year?60,000?58,870
-1.88%
3 years?1,80,000?1,91,351
+6.31%
5 years?3,00,000?3,72,170
+24.06%
10 years?6,00,000?11,21,989
+87.00%

Holdings (60)

NameSectorInstrumentsAssets
HDFC Bank LtdFinancialEquity6.82%
ICICI Bank LtdFinancialEquity5.87%
Axis Bank LtdFinancialEquity4.45%
Bharti Airtel LtdTechnologyEquity3.89%
Reliance Industries LtdEnergy & UtilitiesEquity3.62%
Larsen & Toubro LtdIndustrialsEquity3.61%
State Bank of IndiaFinancialEquity3.59%
Infosys LtdTechnologyEquity3.21%
Kirloskar Oil Engines LtdIndustrialsEquity2.99%
Kotak Mahindra Bank LtdFinancialEquity2.89%
RepoUnspecifiedRepo2.82%
Ultratech Cement LtdMaterialsEquity2.45%
Mahindra & Mahindra LtdConsumer DiscretionaryEquity2.20%
Force Motors LtdIndustrialsEquity2.16%
Cummins India LtdIndustrialsEquity2.00%
ITC LtdConsumer StaplesEquity1.97%
NTPC LtdEnergy & UtilitiesEquity1.92%
Cipla LtdHealthcareEquity1.87%
Indusind Bank LtdFinancialEquity1.74%
Zomato LtdTechnologyEquity1.55%
Elecon Engineering Company LtdIndustrialsEquity1.52%
Alkem Laboratories LtdHealthcareEquity1.48%
GAIL (India) LtdEnergy & UtilitiesEquity1.38%
PB Fintech LtdFinancialEquity1.35%
Affle (India) LtdIndustrialsEquity1.31%
United Spirits LtdConsumer StaplesEquity1.28%
HCL Technologies LtdTechnologyEquity1.24%
Delhivery LtdIndustrialsEquity1.22%
Ambuja Cements LtdMaterialsEquity1.20%
Tata Consultancy Services LtdTechnologyEquity1.20%
Interglobe Aviation LtdIndustrialsEquity1.19%
Devyani International LtdConsumer DiscretionaryEquity1.17%
Hindustan Aeronautics LtdIndustrialsEquity1.16%
Tata Steel LtdMaterialsEquity1.14%
Swiggy Ltd.TechnologyEquity1.11%
Indegene Ltd.HealthcareEquity1.11%
Emami LtdConsumer StaplesEquity1.06%
JK Lakshmi Cement LtdMaterialsEquity1.03%
Thermax LtdIndustrialsEquity1.03%
Union Bank of IndiaFinancialEquity1.02%
Tata Motors LtdIndustrialsEquity1.01%
Whirlpool Of India LtdConsumer DiscretionaryEquity1.00%
Jubilant FoodWorks LtdConsumer DiscretionaryEquity0.99%
IIFL Wealth Management LtdFinancialEquity0.99%
TVS Motor Company LtdConsumer DiscretionaryEquity0.98%
Max Financial Services LtdFinancialEquity0.98%
Oil & Natural Gas Corporation LtdEnergy & UtilitiesEquity0.97%
Mahindra & Mahindra Financial Services LtdFinancialEquity0.92%
Torrent Power LtdEnergy & UtilitiesEquity0.87%
Amber Enterprises India LtdConsumer DiscretionaryEquity0.84%
Billionbrains Garage Ventures Ltd.FinancialEquity0.83%
Kalpataru Power Transmission LtdIndustrialsEquity0.79%
Amara Raja Batteries LtdConsumer DiscretionaryEquity0.78%
LTIMindtree LtdTechnologyEquity0.76%
Deepak Nitrite LtdMaterialsEquity0.60%
Brigade Enterprises LtdReal EstateEquity0.46%
Praj Industries LtdIndustrialsEquity0.46%
CHENNAI SUPER KINGS CRICKET LIMITED EQ NEW FV RE. 0.10/-Consumer DiscretionaryEquity0.05%
VIRTUAL DYNAMIC EQTechnologyEquity--
Net PayablesUnspecifiedNet Payables-0.07%
See All

Minimum investments

Min. for 1st investment
?500
Min. for 2nd investment
?500
Min. for SIP
?500

Returns and rankings

Annualised returns
Absolute returns
Name3Y5Y10YAll
Fund returns+11.1%+11.4%+12.5%+17.2%
Category average (Equity ELSS)+16.4%+16.5%+14.0%--
Rank (Equity ELSS)2722----

Exit load, stamp duty and tax

Exit load

Nil

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data

Compare similar funds

Fund management

About Sundaram ELSS Tax Saver Fund

Sundaram ELSS Tax Saver Fund is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. Rohit Seksaria is the Current Fund Manager of Sundaram ELSS Tax Saver Fund fund. The fund currently has an Asset Under Management(AUM) of ?77,804 Cr and the Latest NAV as of 19 Jun 2026 is ?492.17. The Sundaram ELSS Tax Saver Fund is rated Very High risk. Minimum SIP Investment is set to ?500. Minimum Lumpsum Investment is ?500. ;

Investment Objective

The fund seeks to build a high quality growth oriented portfolio to provide long term capital appreciation through investment primarily in equities.
Fund benchmarkNIFTY 500 Total Return Index

Fund house

Rank (total assets)#17 in India
Total AUM?77,803.54 Cr
Date of Incorporation26 Feb 1996
Phone1860-425-7237
E-mail--
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
CustodianStandard Chartered Bank
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

銀行貸款 小額借貸 線上貸款 汽車貸款 手機貸 瘋正妹 橘子影城 古蹟交流社 東森新聞手機板 東森新聞 港書館 super娛樂城 金鈦城娛樂城 信用版娛樂城 贏家娛樂城 WG娛樂城

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