Sundaram ELSS Tax Saver Fund Regular Growth
Fund House: Sundaram Mutual Fund| Category: Equity: ELSS |
| Launch Date: 01-01-2013 |
| Asset Class: |
| Benchmark: NIFTY 500 TRI |
| TER: 2.22% As on (31-05-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 1,359.61 Cr As on 30-05-2025(Source:AMFI) |
| Turn over: 28% | 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. |
499.2525
-3 (-0.6017%)
14.32%
Benchmark: 12.54%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 500 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 0 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
To build a high quality growth-oriented portfolio to provide long-term capital gains to the investors. The scheme aims at providing returns through capital appreciation.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 12.92 |
| Sharpe Ratio | 0.83 |
| Alpha | -0.04 |
| Beta | 0.87 |
| 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 | 01-01-2013 | 4.65 | 18.34 | 19.13 | 23.07 | 14.14 |
| Parag Parikh ELSS Tax Saver Fund- Regular Growth | 07-07-2019 | 12.84 | 22.4 | 21.86 | 26.24 | - |
| HSBC Tax Saver Equity Fund - Growth | 05-01-2007 | 12.5 | 26.23 | 23.84 | 24.8 | 13.88 |
| WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | 14-10-2022 | 10.97 | 25.65 | - | - | - |
| Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option | 05-01-2015 | 9.69 | 31.1 | 31.46 | 27.77 | 17.19 |
| ICICI Prudential ELSS Tax Saver Fund - Growth | 19-08-1999 | 8.76 | 19.83 | 19.8 | 22.94 | 13.54 |
| Taurus ELSS Tax Saver Fund - Regular Plan - Growth | 31-03-1996 | 8.39 | 20.95 | 21.33 | 21.76 | 13.5 |
| HDFC ELSS Tax saver - Growth Plan | 05-03-1996 | 8.29 | 26.06 | 25.74 | 27.32 | 13.94 |
| DSP ELSS Tax Saver Fund - Regular Plan - Growth | 05-01-2007 | 7.96 | 25.56 | 23.81 | 26.18 | 16.23 |
| LIC MF ELSS Tax Saver-Regular Plan-Growth | 31-03-1997 | 7.34 | 18.81 | 20.35 | 20.8 | 12.14 |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
11.93%
Others
4.56%
Large Cap
69.84%
Mid Cap
13.66%
