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

Sundaram ELSS Tax Saver Growth Direct Plan

NAV
₹539.2969
-0.10%
(9 Dec)
AUM
1,351 Cr
TER
1.66%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+56.8%
+39.4%
+36.0%
+30.7%
+28.5%
+24.0%
3Y
+30.4%
+27.3%
+24.1%
+24.5%
+19.1%
+17.3%
5Y
+26.5%
+26.4%
+21.8%
+22.7%
+20.8%
+20.6%
ALL
+20.6%
+17.8%
+22.0%
+16.1%
+15.7%
+16.7%
VOL
17.1%
15.6%
18.0%
16.5%
-
16.9%
TER
0.7%
0.9%
0.5%
1.1%
-
1.7%
AUM
₹4,187 Cr
₹27,847 Cr
₹388 Cr
₹15,935 Cr
-
₹1,351 Cr
INFO
1.21
1.14
1.22
0.98
-
0.99
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 31st Oct
Top holdings
HDFC Bank Ltd
7.7%
ICICI Bank Ltd
7.0%
Reliance Industries Ltd
4.3%
Infosys Ltd
4.0%
Larsen & Toubro Ltd
3.1%
Sun Pharmaceuticals Industries Ltd
2.7%
State Bank of India
2.7%
Axis Bank Ltd
2.7%
Bharti Airtel Ltd (Partly Paid Rs.1.25)
2.5%
Force Motors Ltd
2.3%
Top industry exposure
Financial Services
34.1%
Industrials
13.4%
Consumer Cyclical
10.3%
Healthcare
8.8%
Technology
7.9%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
29%
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