Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-0.87%
1 Month-12.08%
3 Months-14.11%
6 Months-10.83%
1 Year-4.28%
3 Years (CAGR)+11.49%
5 Years (CAGR)—
10 Years (CAGR)—
Since Inception (Jan 2022)+7.52%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-17.03%
3 Year SIP+0.80%
5 Year SIP—
Since Inception (Jan 2022)+4.89%
Fund Details
Fund HouseSundaram Mutual Fund
CategoryELSS Tax Saver
Plan Typeregular
Optiongrowth
AUM₹1,349 Cr
Expense Ratio2.19%
Min SIP₹500
Min Lumpsum₹1,000
Launch Date03 Jan 2022
AMFI Code149569
Risk Metrics
—
Sharpe Ratio
—
Alpha
—
Beta
—
Sortino
—
Std Dev
—
Max Drawdown
Performance Comparison
Performance Comparison
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Investment Objective
Sundaram ELSS Tax Saver Fund Regular Growth is a tax-saving equity fund (ELSS) that offers tax deduction under Section 80C of the Income Tax Act, with a mandatory 3-year lock-in period. The fund aims to generate long-term capital appreciation while providing tax benefits of up to ₹46,800 per year.
About This Fund
Sundaram ELSS Tax Saver Fund Regular Growth is a ELSS Tax Saver mutual fund offered by Sundaram Mutual Fund. The fund has been operational for over 4 years. It manages assets worth ₹1,349 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 2.19%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •Salaried individuals and taxpayers seeking to save tax under Section 80C
- •SIP investors who can benefit from rupee cost averaging during market fluctuations