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

Sundaram ELSS Tax Saver Growth Direct Plan

NAV
₹508.0367
+0.58%
(20 Jan)
AUM
1,346 Cr
TER
1.67%
Risk
Very High Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is below its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+34.4%
+22.1%
+17.9%
+14.5%
+14.3%
+13.8%
3Y
+23.1%
+23.0%
+20.7%
+14.3%
+19.1%
+12.8%
5Y
+22.9%
+23.8%
+20.6%
+18.3%
+18.3%
+18.4%
ALL
+19.2%
+17.0%
+15.5%
+14.9%
+19.2%
+15.9%
VOL
17.2%
15.5%
16.5%
-
18.1%
16.9%
TER
0.6%
0.9%
1.1%
-
0.6%
1.7%
AUM
₹4,415 Cr
₹27,791 Cr
₹15,729 Cr
-
₹397 Cr
₹1,346 Cr
INFO
1.12
1.10
0.94
-
1.06
0.94
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
7.9%
ICICI Bank Ltd
7.1%
Infosys Ltd
4.2%
Reliance Industries Ltd
4.1%
Larsen & Toubro Ltd
3.2%
State Bank of India
2.7%
Sun Pharmaceuticals Industries Ltd
2.6%
Axis Bank Ltd
2.6%
Bharti Airtel Ltd (Partly Paid Rs.1.25)
2.5%
Treps
2.3%
Top industry exposure
Financial Services
33.1%
Industrials
13.4%
Consumer Cyclical
10.8%
Healthcare
8.6%
Technology
8.3%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
31%
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