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: 2.19% As on (29-09-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 1,356.01 Cr As on 30-09-2025(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. |
522.2718
-3.15 (-0.603%)
14.29%
Benchmark: 12.52%
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 | 11.5 |
| Sharpe Ratio | 0.78 |
| Alpha | -0.04 |
| 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 | 6.23 | 17.96 | 14.71 | 20.47 | 14.05 |
| HDFC ELSS Tax saver - Growth Plan | 05-03-1996 | 8.68 | 24.8 | 21.33 | 25.98 | 14.44 |
| Mirae Asset ELSS Tax Saver Fund - Regular Plan - Growth | 01-12-2015 | 8.57 | 20.96 | 17.68 | 21.07 | - |
| Aditya Birla Sun Life ELSS Tax Saver Fund - Growth Option | 29-03-1996 | 7.01 | 19.9 | 14.9 | 14.56 | 11.29 |
| ICICI Prudential ELSS Tax Saver Fund - Growth | 19-08-1999 | 6.51 | 20.16 | 15.99 | 21.33 | 13.53 |
| WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | 14-10-2022 | 6.26 | 23.23 | 19.95 | - | - |
| Sundaram Value Fund Regular Plan - Growth | 10-05-2005 | 5.81 | 15.64 | 12.85 | 19.0 | 11.91 |
| Parag Parikh ELSS Tax Saver Fund- Regular Growth | 07-07-2019 | 5.73 | 18.19 | 16.4 | 21.0 | - |
| PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option | 11-12-2015 | 5.33 | 15.55 | 12.69 | 19.98 | - |
| Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | 05-10-2016 | 5.23 | 16.4 | 14.64 | 20.73 | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
12.47%
Others
1.89%
Large Cap
74.81%
Mid Cap
10.84%
