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.

502.9408

14.27%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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 3.08 14.91 15.11 20.4 13.0
HSBC Tax Saver Equity Fund - Growth 05-01-2007 8.2 21.84 18.43 21.76 12.58
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth 14-10-2022 6.96 21.24 - - -
Parag Parikh ELSS Tax Saver Fund- Regular Growth 07-07-2019 5.43 18.75 18.16 21.88 -
HDFC ELSS Tax saver - Growth Plan 05-03-1996 4.71 21.78 21.39 24.85 12.85
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option 05-01-2015 3.23 26.95 24.52 25.1 15.54
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option 11-12-2015 2.83 11.54 13.06 19.46 -
BARODA BNP PARIBAS ELSS Tax Saver Fund - Regular - Growth Option 05-01-2006 2.79 19.21 16.96 18.34 11.41
Sundaram Diversified Equity (ELSS) Regular Plan - Growth 10-05-2005 2.67 12.52 13.24 18.98 10.8
ICICI Prudential ELSS Tax Saver Fund - Growth 19-08-1999 2.04 16.14 15.37 20.61 12.51

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

9.93%

Others

8.45%

Large Cap

68.99%

Mid Cap

12.62%

Feedback
Notification