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
₹539.9148
+0.46%
(24 Jun)
AUM
1,359 Cr
TER
1.71%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+5.3%
+4.3%
+4.3%
+3.8%
+3.8%
+3.1%
3Y
+20.2%
+30.4%
+30.4%
+30.7%
+21.8%
+28.4%
5Y
+22.7%
+28.2%
+28.2%
+26.6%
+23.3%
+24.0%
ALL
+13.3%
+16.5%
+16.5%
+17.3%
+14.4%
+19.2%
VOL
16.8%
17.5%
17.5%
18.2%
-
18.5%
TER
1.7%
0.9%
0.9%
0.6%
-
0.6%
AUM
₹1,359 Cr
₹29,667 Cr
₹29,667 Cr
₹4,360 Cr
-
₹419 Cr
INFO
0.79
0.94
0.94
0.95
-
1.04
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 May
Top holdings
HDFC Bank Ltd
9.2%
ICICI Bank Ltd
7.8%
Treps
4.6%
Reliance Industries Ltd
4.5%
Larsen & Toubro Ltd
3.4%
Axis Bank Ltd
3.2%
State Bank of India
3.2%
Infosys Ltd
3.2%
ITC Ltd
2.9%
Force Motors Ltd
2.2%
Top industry exposure
Financial Services
32.7%
Industrials
11.5%
Consumer Cyclical
11.4%
Healthcare
7.1%
Consumer Defensive
7.1%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
36%
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