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ELSS Tax Saver

Sundaram ELSS Tax Saver Fund · Direct · Growth

Sundaram Mutual Fund

NAV

₹508.6169

as of 29 Sept 2026

Expense Ratio

1.78%

Viewing Direct · Growth
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Lumpsum returns (CAGR)

1Y
-5.87%
3Y
+7.47%
5Y
—
Since Inception
+8.95%

SIP returns (XIRR)

1Y
-9.74%
3Y
+0.54%
5Y
—
Since Inception
+6.35%

Performance Comparison

Sectoral allocation

as of 31 Aug 2026

Each sector links to the mutual funds most exposed to it.

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Fund Details

Fund HouseSundaram Mutual Fund
CategoryELSS Tax Saver
Launch Date30 Dec 2021
AMFI Code149570
Transaction facts
Min. Lumpsum₹500
Min. SIP₹500
Exit LoadNIL

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Portfolio holdings

as of 31 Aug 2026

portfolio shared with Sundaram ELSS Tax Saver Fund Regular Growth

Holding% NAV
  1. 1Icici Bank Ltd6.68%
  2. 2Hdfc Bank Ltd5.45%
  3. 3Axis Bank Ltd4.42%
  4. 4State Bank Of India3.73%
  5. 5Bharti Airtel Ltd3.62%
  6. 6Larsen & Toubro Ltd3.52%
  7. 7Reliance Industries Ltd3.44%
  8. 8Infosys Ltd3.30%
  9. 9Kirloskar Oil Engines Ltd3.20%
  10. 10Kotak Mahindra Bank Ltd3.10%
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What this fund does

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. The current expense ratio is 1.78%.

Who Should Invest?

  • •Salaried individuals and taxpayers seeking to save tax under Section 80C
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