NAV
₹537.7472
as of 31 Jul 2026
Expense Ratio
—
see scheme documents
Lumpsum returns (CAGR)
- 1Y
- -1.39%
- 3Y
- +9.99%
- 5Y
- —
- Since Inception
- +10.62%
SIP returns (XIRR)
- 1Y
- -0.74%
- 3Y
- +5.27%
- 5Y
- —
- Since Inception
- +9.27%
Performance Comparison
Sectoral allocation
as of 30 Jun 2026- Banks27.73%
- IT - Software5.74%
- Industrial Products5.52%
- Automobiles5.22%
- Pharmaceuticals & Biotechnology4.83%
- Cement & Cement Products4.65%
- Construction4.43%
- Telecom - Services3.89%
- Petroleum Products3.50%
- Electrical Equipment2.80%
- Transport Services2.68%
- Retailing2.63%
Each sector links to the mutual funds most exposed to it.
Thinking about Sundaram ELSS Tax Saver Fund · Direct · Growth?
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Fund Details
Available transactions
Portfolio holdings
portfolio shared with Sundaram ELSS Tax Saver Fund Regular Growth
- 1Hdfc Bank Ltd7.34%
- 2Icici Bank Ltd6.34%
- 3Axis Bank Ltd4.59%
- 4Bharti Airtel Ltd3.89%
- 5State Bank Of India3.77%
- 6Kirloskar Oil Engines Ltd3.62%
- 7Larsen & Toubro Ltd3.62%
- 8Reliance Industries Ltd3.50%
- 9Infosys Ltd2.92%
- 10Kotak Mahindra Bank Ltd2.91%
Investment Objective
Sundaram ELSS Tax Saver Fund · Direct · 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 · Direct · Growth is a ELSS Tax Saver mutual fund offered by Sundaram Mutual Fund. The fund has been operational for over 4 years.
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