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: 2.18% As on (31-07-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 1,376.95 Cr As on 31-07-2025(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. |
505.7513
-1.16 (-0.2298%)
14.26%
Benchmark: 12.37%
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 | 11.75 |
| Sharpe Ratio | 0.87 |
| Alpha | 0.47 |
| Beta | 0.85 |
| 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 | -0.25 | 15.16 | 15.08 | 19.42 | 14.02 |
| WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | 14-10-2022 | 2.68 | 20.92 | - | - | - |
| Parag Parikh ELSS Tax Saver Fund- Regular Growth | 07-07-2019 | 2.16 | 18.43 | 18.48 | 21.01 | - |
| HSBC Tax Saver Equity Fund - Growth | 05-01-2007 | 2.04 | 20.95 | 18.78 | 20.7 | 13.21 |
| HDFC ELSS Tax saver - Growth Plan | 05-03-1996 | 2.01 | 22.44 | 21.77 | 23.66 | 13.9 |
| ICICI Prudential ELSS Tax Saver Fund - Growth | 19-08-1999 | -0.32 | 17.48 | 16.4 | 19.64 | 13.24 |
| PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option | 11-12-2015 | -0.67 | 12.25 | 13.24 | 18.46 | - |
| Sundaram Diversified Equity (ELSS) Regular Plan - Growth | 10-05-2005 | -0.93 | 12.93 | 13.22 | 17.98 | 11.69 |
| Axis ELSS Tax Saver Fund - Regular Plan - Growth | 05-12-2009 | -1.42 | 15.96 | 12.09 | 14.55 | 11.86 |
| Aditya Birla Sun Life ELSS Tax Saver Fund - Growth Option | 29-03-1996 | -1.42 | 16.09 | 13.64 | 12.9 | 10.85 |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
11.42%
Others
8.71%
NA
0.04%
Large Cap
68.6%
Mid Cap
11.23%
