NAV
₹529.5037
as of 17 Jun 2026
Expense Ratio
—
see scheme documents
Lumpsum returns (CAGR)
- 1Y
- -1.28%
- 3Y
- +11.68%
- 5Y
- —
- Since Inception
- +10.54%
SIP returns (XIRR)
- 1Y
- -3.62%
- 3Y
- +5.10%
- 5Y
- —
- Since Inception
- +9.05%
Performance Comparison
Sectoral allocation
as of 30 Apr 2026- Banks27.00%
- IT - Software6.00%
- Cement & Cement Products5.00%
- Telecom - Services4.00%
- Petroleum Products4.00%
- Industrial Products4.00%
- Automobiles4.00%
- Power3.00%
- Construction3.00%
- Pharmaceuticals & Biotechnology3.00%
- Retailing3.00%
- Leisure Services2.00%
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 Ltd6.89%
- 2Icici Bank Ltd5.76%
- 3Reliance Industries Ltd4.37%
- 4Axis Bank Ltd4.28%
- 5Bharti Airtel Ltd3.92%
- 6State Bank Of India3.87%
- 7Larsen & Toubro Ltd3.46%
- 8Infosys Ltd3.18%
- 9Kotak Mahindra Bank Ltd2.81%
- 10Kirloskar Oil Engines Ltd2.57%
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