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: 2.16% As on (30-06-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 1,394.52 Cr As on 30-06-2025(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. |
511.7518
-3.43 (-0.6708%)
14.37%
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 | 12.5 |
| Sharpe Ratio | 1.08 |
| Alpha | -0.12 |
| 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 | 2.72 | 16.4 | 17.9 | 21.68 | 13.38 |
| HSBC Tax Saver Equity Fund - Growth | 05-01-2007 | 9.64 | 24.9 | 22.52 | 23.25 | 13.19 |
| Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option | 05-01-2015 | 8.37 | 29.76 | 29.29 | 26.59 | 16.27 |
| WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | 14-10-2022 | 8.35 | 23.94 | - | - | - |
| Parag Parikh ELSS Tax Saver Fund- Regular Growth | 07-07-2019 | 6.51 | 20.36 | 21.24 | 23.98 | - |
| HDFC ELSS Tax saver - Growth Plan | 05-03-1996 | 4.13 | 24.02 | 24.58 | 25.74 | 13.28 |
| HSBC ELSS Tax saver Fund - Regular Growth | 01-01-2013 | 3.82 | 23.1 | 23.41 | 22.49 | 13.12 |
| Mirae Asset ELSS Tax Saver Fund - Regular Plan - Growth | 01-12-2015 | 3.7 | 19.1 | 19.36 | 22.78 | - |
| ICICI Prudential ELSS Tax Saver Fund - Growth | 19-08-1999 | 3.54 | 18.07 | 18.37 | 21.64 | 12.82 |
| PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option | 11-12-2015 | 3.12 | 13.19 | 16.06 | 20.94 | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
9.93%
Others
8.45%
Large Cap
68.99%
Mid Cap
12.62%
