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: Equity |
| Benchmark: Nifty 500 TRI |
| TER: 2.31% As on (29-09-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 1,212.49 Cr As on 30-09-2026(Source:AMFI) |
| Turn over: 46.5% | Exit Load: Nil (Lock-in period for 36 months) |
365.7442
1.25 (0.3426%)
9.79%
Benchmark: 11.91%
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
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 | -8.43 | -3.42 | 6.77 | 6.6 | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
20.61%
Others
2.14%
Large Cap
60.88%
Mid Cap
16.37%
