Sundaram ELSS Tax Saver Half Yearly IDCW Payout Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹500

Sundaram ELSS Tax Saver Half Yearly IDCW Payout Direct Plan

NAV
₹501.9354
+0.66%
(14 Jan)
AUM
1,346 Cr
TER
1.67%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
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Compare with other fund
1Y
+29.9%
+21.2%
+21.2%
+17.0%
+12.6%
+11.4%
3Y
+22.3%
+21.7%
+21.7%
+19.6%
+13.0%
+11.6%
5Y
+22.6%
+23.2%
+23.2%
+20.1%
+18.0%
+18.0%
ALL
+18.4%
+16.7%
+16.7%
+15.3%
+14.8%
+13.1%
VOL
17.6%
17.6%
17.6%
19.0%
-
17.0%
TER
0.6%
0.9%
0.9%
1.1%
-
1.7%
AUM
₹4,415 Cr
₹27,791 Cr
₹27,791 Cr
₹15,729 Cr
-
₹1,346 Cr
INFO
1.04
0.95
0.95
0.80
-
0.77
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 Half Yearly IDCW Payout (DP)
₹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
32%
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