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Sundaram ELSS Tax Saver Half Yearly IDCW Payout Direct Plan
Equity
ELSS
Save taxes
Sundaram ELSS Tax Saver Half Yearly IDCW Payout Direct Plan
SIP amount
₹
Min. ₹500
Lumpsum amount
₹
Min. ₹500
Invest now
Add to cart
Sundaram ELSS Tax Saver Half Yearly IDCW Payout Direct Plan
NAV
₹476.2559
-0.23%
(13 Mar)
AUM
1,212 Cr
TER
1.7%
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
Motilal Oswal ELSS Tax...
SBI Long Term Equity I...
SBI Long Term Equity I...
Category Average
Sundaram ELSS Tax Save...
HDFC ELSS Tax Saver ID...
1Y
+8.2%
+6.4%
+6.4%
+4.5%
+2.7%
-1.0%
3Y
+21.2%
+24.2%
+24.2%
+14.2%
+13.4%
+18.8%
5Y
+22.7%
+26.3%
+26.3%
+20.3%
+22.1%
+22.5%
ALL
+16.1%
+16.0%
+16.0%
+13.7%
+12.0%
+14.0%
VOL
17.9%
17.5%
17.5%
-
16.9%
19.1%
TER
0.7%
0.9%
0.9%
-
1.7%
1.1%
AUM
₹3,405 Cr
₹25,724 Cr
₹25,724 Cr
-
₹1,212 Cr
₹14,671 Cr
INFO
0.90
0.91
0.91
-
0.71
0.74
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 31st Jan
Top holdings
HDFC Bank Ltd
8.4%
ICICI Bank Ltd
7.1%
Treps
5.1%
Infosys Ltd
4.4%
Reliance Industries Ltd
4.2%
Larsen & Toubro Ltd
3.2%
State Bank of India
2.6%
Bharti Airtel Ltd (Partly Paid Rs.1.25)
2.6%
UltraTech Cement Ltd
2.4%
Axis Bank Ltd
2.4%
Top industry exposure
Financial Services
31.3%
Industrials
12.7%
Consumer Cyclical
10.8%
Technology
8.3%
Healthcare
7.2%
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
More details
Fund offer document
All funds from SUNDARAM
FAQs
Monthly SIP
One Time