Sundaram ELSS Tax Saver Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹500

Sundaram ELSS Tax Saver Growth Direct Plan

NAV
₹479.1095
+0.38%
(13 May)
AUM
1,287 Cr
TER
1.66%
Risk
Very High Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+54.8%
+54.5%
+54.4%
+42.5%
+33.6%
+31.9%
3Y
+26.0%
+27.2%
+27.0%
+26.4%
+19.0%
+19.7%
5Y
+22.7%
+34.5%
+23.1%
+19.2%
+18.5%
+18.6%
ALL
+18.5%
+23.1%
+17.1%
+15.5%
+16.0%
+16.4%
VOL
16.9%
17.0%
15.6%
16.7%
-
17.0%
TER
0.7%
0.8%
1.0%
1.1%
-
1.7%
AUM
₹3,402 Cr
₹8,342 Cr
₹23,412 Cr
₹14,475 Cr
-
₹1,287 Cr
INFO
1.10
1.36
1.10
0.93
-
0.96
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Sundaram ELSS Tax Saver (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 30th Apr
Top holdings
HDFC Bank Ltd
7.2%
Reliance Industries Ltd
6.2%
ICICI Bank Ltd
5.9%
Infosys Ltd
3.5%
Treps
3.1%
Force Motors Ltd
2.9%
State Bank of India
2.9%
Axis Bank Ltd
2.8%
Sun Pharmaceuticals Industries Ltd
2.5%
Larsen & Toubro Ltd
2.5%
Top industry exposure
Financial Services
31.9%
Consumer Cyclical
10.9%
Industrials
10.3%
Technology
9.2%
Consumer Defensive
8.2%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
30%
Lock-in period
3Y
Exit load
No exit load
Fund objective
To build a high quality growth-oriented portfolio to provide long-term capital gains to the investors. The scheme aims at providing returns through capital appreciation.
Fund manager(s)
Sudhir Kedia
Rohit Seksaria

FAQs