Sundaram ELSS Tax Saver Fund Regular Plan - Income Distribution CUM Capital Withdrawal Option (IDCW)

(Erstwhile Sundaram ELSS Tax Saver Fund Regular Plan - Half Yearly Income Distribution CUM Capital Withdrawal Option)
Fund House: Sundaram Mutual Fund
Category: Equity: ELSS
Launch Date: 02-01-2013
Asset Class:
Benchmark: NIFTY 500 TRI
TER: 2.22% As on (31-05-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 1,359.61 Cr As on 30-05-2025(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.

412.3097

12.62%

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
4 Years 8 Months
4 Years 8 Months
4 Years 8 Months
4 Years 8 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 11.66
Sharpe Ratio 0.98
Alpha 0.8
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 Plan - Income Distribution CUM Capital Withdrawal Option (IDCW) 02-01-2013 4.2 17.54 19.22 22.09 -
HSBC Tax Saver Equity Fund - Growth 05-01-2007 11.2 26.5 24.37 24.09 13.58
Parag Parikh ELSS Tax Saver Fund- Regular Growth 07-07-2019 9.82 21.87 22.45 25.15 -
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth 14-10-2022 9.8 25.76 - - -
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option 05-01-2015 7.92 30.86 31.24 27.19 16.78
HDFC ELSS Tax saver - Growth Plan 05-03-1996 7.05 25.84 26.43 26.74 13.67
ICICI Prudential ELSS Tax Saver Fund - Growth 19-08-1999 7.0 19.86 20.13 22.43 13.33
Mirae Asset ELSS Tax Saver Fund - Regular Plan - Growth 01-12-2015 5.99 20.63 20.65 23.51 -
DSP ELSS Tax Saver Fund - Regular Plan - Growth 05-01-2007 5.71 25.27 24.41 25.42 15.85
Axis ELSS Tax Saver Fund - Regular Plan - Growth 05-12-2009 5.58 16.59 17.93 17.32 12.12

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

11.93%

Others

4.56%

Large Cap

69.84%

Mid Cap

13.66%

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