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 (31-08-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 1,362.83 Cr As on 29-08-2025(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. |
520.5694
-0.89 (-0.1704%)
14.34%
Benchmark: 12.51%
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 | 11.65 |
| Sharpe Ratio | 0.72 |
| Alpha | 0.62 |
| Beta | 0.84 |
| 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 | 1.28 | 14.86 | 14.96 | 20.61 | 14.41 |
| HSBC Tax Saver Equity Fund - Growth | 05-01-2007 | 4.1 | 21.77 | 19.63 | 22.02 | 13.77 |
| WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | 14-10-2022 | 3.95 | 21.27 | - | - | - |
| Parag Parikh ELSS Tax Saver Fund- Regular Growth | 07-07-2019 | 3.93 | 17.7 | 18.08 | 21.12 | - |
| HDFC ELSS Tax saver - Growth Plan | 05-03-1996 | 3.85 | 21.82 | 22.21 | 25.21 | 14.4 |
| Mirae Asset ELSS Tax Saver Fund - Regular Plan - Growth | 01-12-2015 | 1.79 | 16.66 | 17.27 | 20.93 | - |
| HSBC ELSS Tax saver Fund - Regular Growth | 01-01-2013 | 1.23 | 21.64 | 20.12 | 20.76 | 14.0 |
| Taurus ELSS Tax Saver Fund - Regular Plan - Growth | 31-03-1996 | 1.19 | 15.94 | 18.35 | 18.58 | 13.78 |
| Aditya Birla Sun Life ELSS Tax Saver Fund - Growth Option | 29-03-1996 | 0.65 | 16.07 | 14.46 | 13.89 | 11.26 |
| ICICI Prudential ELSS Tax Saver Fund - Growth | 19-08-1999 | 0.5 | 17.48 | 17.15 | 21.18 | 13.74 |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
13.09%
Others
6.79%
Large Cap
68.29%
Mid Cap
11.81%
