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. |
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
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.
Standard Deviation | 12.92 |
Sharpe Ratio | 0.83 |
Alpha | -0.04 |
Beta | 0.87 |
Yield to Maturity | - |
Average Maturity | - |
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 | 5.68 | 19.39 | 19.71 | 22.81 | 13.82 |
Parag Parikh ELSS Tax Saver Fund- Regular Growth | 07-07-2019 | 13.31 | 23.29 | 22.57 | 25.61 | - |
HSBC Tax Saver Equity Fund - Growth | 05-01-2007 | 12.98 | 27.5 | 24.28 | 24.35 | 13.65 |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | 14-10-2022 | 12.36 | 26.89 | - | - | - |
Taurus ELSS Tax Saver Fund - Regular Plan - Growth | 31-03-1996 | 10.67 | 22.27 | 22.7 | 21.72 | 13.33 |
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option | 05-01-2015 | 9.84 | 32.08 | 31.7 | 27.47 | 16.91 |
ICICI Prudential ELSS Tax Saver Fund - Growth | 19-08-1999 | 9.22 | 21.11 | 20.6 | 22.85 | 13.54 |
HDFC ELSS Tax saver - Growth Plan | 05-03-1996 | 8.95 | 27.47 | 26.9 | 27.1 | 13.85 |
DSP ELSS Tax Saver Fund - Regular Plan - Growth | 05-01-2007 | 8.01 | 26.85 | 24.7 | 25.83 | 16.04 |
Mirae Asset ELSS Tax Saver Fund - Regular Plan - Growth | 01-12-2015 | 7.63 | 21.54 | 20.99 | 23.97 | - |
Small Cap
11.93%
Others
4.56%
Large Cap
69.84%
Mid Cap
13.66%