SK
Sudhir KediaFund Manager Since 29 Oct 2019
EquityELSS (Tax Savings)
Sundaram ELSS Tax Saver Fund Direct Plan - Growth
3Y Annualised
18.35%
-0.55% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
1.27%
-0.55% 1D
Benchmark
Nifty 50 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
4 years 1 months
NIFTY 50
4 years 9 months
FD
9 years 7 months
Fund info
Fund size
₹1327.56 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹500
Exit load
0%
Nil
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Aditya Birla Sun Life Tax Pln Direct Plan Reinvst of Inc Dis cum Cap Wdrl
9.82%
2nd
Aditya Birla Sun Life Tax Pln Direct Plan Pyt of Inc Dis cum Cap Wdrl
9.82%
3rd
Aditya Birla Sun Life Tax Pln Direct Plan Growth
9.81%
4th
Aditya Birla Sun Life Tax Pln Reinvst of Inc Dis cum Cap Wdrl
9.78%
5th
Aditya Birla Sun Life Tax Pln Pyt of Inc Dis cum Cap Wdrl
9.78%
183rd
Sundaram ELSS Tax Saver Fund Direct Plan - Growth
1.27%
Fund Managers
RS
Rohit SeksariaFund Manager Since 1 Jan 2022
About Sundaram ELSS Tax Saver Fund Direct Plan - Growth
Sundaram ELSS Tax Saver Fund Direct Plan - Growth is a Equity mutual fund scheme from Sundaram Asset Management Company Ltd. This fund has been in existence for 12 years, having been launched on 2013-01-01. Sundaram ELSS Tax Saver Fund Direct Plan - Growth has ₹1327.56 Cr worth of assets under management (AUM) as of Sat May 24 2025. The latest Net Asset Value (NAV) of Sundaram ELSS Tax Saver Fund Direct Plan - Growth as of Fri May 23 2025 is ₹530.887. The fund has an expense ratio of 1.72%, which is medium comparable to most other Equity funds.
Sundaram ELSS Tax Saver Fund Direct Plan - Growth returns for the last 1 year are 7.49%. Since launch, it has delivered 15.80% average annual returns.
The Sundaram ELSS Tax Saver Fund Direct Plan - Growth has the majority of its money invested in Financial Services, Energy, Industrials, Technology, Consumer Defensive, Basic Materials sectors.
Top 5 Holdings of Sundaram ELSS Tax Saver Fund Direct Plan - Growth.
- HDFC Bank Ltd: 9.34%
- ICICI Bank Ltd: 7.92%
- Reliance Industries Ltd: 4.59%
- Axis Bank Ltd: 3.27%
- Larsen & Toubro Ltd: 3.17%
AMC Information
| Name | Sundaram Asset Management Company Ltd |
|---|---|
| Founding Date | 2013-01-01 |
| customer@principalindia.com | |
| Phone | +91 44 28583362/3367 |
| Website | www.sundarammutual.com |
| Address | Principal Pnb Asset Management Co. Pvt. Ltd.,Exchange Plaza, Ground Floor, B Wing,,NSE Building, Bandra Kurla Complex,,Bandra (East) |
Tax Implications of Sundaram ELSS Tax Saver Fund Direct Plan - Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
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FAQs
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