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

Sundaram ELSS Tax Saver Growth Direct Plan

NAV
₹553.5507
-1.14%
(9 Jan)
AUM
1,402 Cr
TER
1.7%
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
+11.2%
+7.4%
+6.1%
+5.3%
+3.9%
-6.5%
3Y
+22.2%
+15.4%
+24.3%
+22.9%
+16.3%
+24.2%
5Y
+21.7%
+15.8%
+21.1%
NA
+15.6%
+20.2%
ALL
+15.3%
+15.4%
+16.3%
+21.3%
+12.5%
+17.3%
VOL
16.1%
16.5%
15.3%
12.7%
-
17.5%
TER
1.1%
1.7%
0.9%
0.7%
-
0.6%
AUM
₹17,241 Cr
₹1,402 Cr
₹32,609 Cr
₹451 Cr
-
₹4,341 Cr
INFO
0.95
0.93
1.07
1.68
-
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 30th Nov
Top holdings
HDFC Bank Ltd
8.8%
ICICI Bank Ltd
6.5%
Reliance Industries Ltd
5.0%
Bharti Airtel Ltd
4.4%
Axis Bank Ltd
4.0%
Infosys Ltd
3.9%
State Bank of India
3.7%
Larsen & Toubro Ltd
3.6%
Kotak Mahindra Bank Ltd
2.9%
ITC Ltd
2.7%
Top industry exposure
Financial Services
29.9%
Industrials
12.4%
Consumer Cyclical
12.0%
Technology
8.9%
Consumer Defensive
8.5%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
47%
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)
Rohit Seksaria
Bharath Subramanian

FAQs