Sundaram ELSS Tax Saver Fund Regular Growth
Fund House: Sundaram Mutual Fund| Category: Equity: ELSS |
| Launch Date: 05-01-2013 |
| Asset Class: |
| Benchmark: NIFTY 500 TRI |
| TER: 2.2% As on (31-03-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 1,244.39 Cr As on (31-03-2024) |
| Turn over: 30% | Exit Load: Nil |
456.1545
-3.7 (-0.8101%)
14.56%
Benchmark: 12.66%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
-13 Years -1 Months
-7 Years -10 Months
-7 Years -3 Months
-5 Years -3 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The fund seeks to build a high quality growth oriented portfolio to provide long term capital appreciation through investment primarily in equities.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 12.13 |
| Sharpe Ratio | 1.09 |
| Alpha | 1.31 |
| Beta | 0.88 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Sundaram ELSS Tax Saver Fund Regular Growth | 05-01-2013 | 34.86 | 19.42 | 20.05 | 17.05 | 16.29 |
| SBI Long Term Equity Fund - Regular Plan- Growth | 31-03-1993 | 59.67 | 34.03 | 28.46 | 22.05 | 17.33 |
| Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option | 05-01-2015 | 59.17 | 32.93 | 25.82 | 21.24 | - |
| Quant ELSS Tax Saver Fund - Growth Option - Regular Plan | 01-04-2000 | 57.58 | 27.53 | 29.06 | 32.05 | 25.59 |
| ITI ELSS Tax Saver Fund - Regular Plan - Growth Option | 18-10-2019 | 55.02 | 30.18 | 19.64 | - | - |
| BANK OF INDIA ELSS Tax Saver -Regular Plan- Growth | 25-02-2009 | 54.97 | 29.18 | 24.65 | 26.12 | 19.38 |
| JM ELSS Tax Saver Fund (Regular) - Growth option | 31-03-2008 | 51.28 | 27.74 | 23.82 | 21.13 | 18.67 |
| HDFC ELSS Tax saver - Growth Plan | 05-03-1996 | 45.06 | 27.89 | 27.02 | 17.91 | 15.48 |
| BARODA BNP PARIBAS ELSS Tax Saver Fund - Regular - Growth Option | 01-01-2013 | 44.77 | 22.49 | - | - | - |
| Franklin India ELSS Tax Saver Fund-Growth | 05-04-1999 | 44.65 | 24.88 | 23.05 | 18.04 | 16.71 |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
12.12%
Others
7.95%
Large Cap
70.14%
Mid Cap
9.78%
