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: 2.18% As on (31-12-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 1,401.54 Cr As on 31-12-2025(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. |
415.0149
0.81 (0.1943%)
11.87%
Benchmark: 12.38%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
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 Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
13.01%
Others
2.08%
Large Cap
75.01%
Mid Cap
9.87%
Unlisted
0.04%
Scheme Documents
There are no scheme documents available
