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: 2.21% As on (28-11-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 1,410.82 Cr As on 28-11-2025(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. |
532.4959
3.45 (0.6476%)
14.28%
Benchmark: 12.48%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
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 | 11.44 |
| Sharpe Ratio | 0.77 |
| Alpha | 0.27 |
| 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 | 6.32 | 12.22 | 15.72 | 16.51 | 14.09 |
| Aditya Birla Sun Life ELSS Tax Saver Fund - Growth Option | 29-03-1996 | 9.16 | 13.52 | 15.12 | 11.12 | 11.15 |
| HDFC ELSS Tax saver - Growth Plan | 05-03-1996 | 8.96 | 16.19 | 21.28 | 21.69 | 14.49 |
| ICICI Prudential ELSS Tax Saver Fund - Growth | 19-08-1999 | 8.81 | 13.91 | 16.72 | 16.83 | 13.47 |
| Mirae Asset ELSS Tax Saver Fund - Regular Plan - Growth | 01-12-2015 | 8.56 | 13.6 | 17.72 | 17.19 | 17.68 |
| Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | 05-10-2016 | 7.05 | 10.69 | 15.29 | 16.83 | - |
| BANDHAN ELSS Tax Saver Fund - Regular Plan - Growth | 26-12-2008 | 6.89 | 10.9 | 16.14 | 19.37 | 15.16 |
| Quant ELSS Tax Saver Fund - Growth Option - Regular Plan | 01-04-2000 | 6.63 | 8.52 | 15.23 | 22.41 | 19.94 |
| DSP ELSS Tax Saver Fund - Regular Plan - Growth | 05-01-2007 | 6.55 | 15.92 | 20.2 | 19.7 | 16.29 |
| SBI ELSS Tax Saver FUND - REGULAR PLAN- GROWTH | 31-03-1993 | 6.06 | 16.72 | 23.97 | 21.71 | 15.18 |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
13.01%
Others
2.08%
Large Cap
75.01%
Mid Cap
9.87%
Unlisted
0.04%
Scheme Documents
There are no scheme documents available
