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
₹508.8393
+0.61%
(17 Mar)
AUM
1,349 Cr
TER
1.53%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+11.7%
+6.4%
+5.9%
+5.5%
+5.5%
+5.5%
3Y
+22.3%
+14.6%
+20.5%
+15.0%
+21.9%
+21.9%
5Y
+17.1%
+13.2%
NA
+12.5%
+18.1%
+18.1%
ALL
+15.6%
+11.3%
+16.1%
+11.6%
+15.1%
+15.1%
VOL
18.1%
16.4%
12.9%
-
17.2%
17.2%
TER
0.7%
1.5%
0.7%
-
0.9%
0.9%
AUM
₹4,175 Cr
₹1,349 Cr
₹438 Cr
-
₹32,171 Cr
₹32,171 Cr
INFO
0.86
0.69
1.25
-
0.88
0.88
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 28th Feb
Top holdings
HDFC Bank Ltd
7.4%
ICICI Bank Ltd
6.0%
Axis Bank Ltd
4.5%
Reliance Industries Ltd
4.3%
State Bank of India
4.1%
Bharti Airtel Ltd
4.1%
Larsen & Toubro Ltd
3.6%
Infosys Ltd
3.4%
Kotak Mahindra Bank Ltd
2.9%
UltraTech Cement Ltd
2.5%
Top industry exposure
Financial Services
29.8%
Industrials
13.1%
Consumer Cyclical
12.8%
Technology
7.9%
Healthcare
6.5%
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