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

Sundaram ELSS Tax Saver Growth Direct Plan

NAV
₹544.8232
+0.71%
(1 Sep)
AUM
1,377 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 above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+2.6%
+0.3%
-2.8%
-3.9%
-4.5%
-5.9%
3Y
+22.6%
+15.7%
+25.5%
+16.8%
+23.5%
+21.7%
5Y
+24.4%
+20.1%
+25.4%
+19.7%
+25.4%
+20.1%
ALL
+15.4%
+15.7%
+17.8%
+13.3%
+16.4%
+17.8%
VOL
16.3%
16.7%
17.6%
-
15.4%
18.3%
TER
1.1%
1.7%
0.6%
-
0.9%
0.5%
AUM
₹16,579 Cr
₹1,377 Cr
₹4,402 Cr
-
₹30,271 Cr
₹420 Cr
INFO
0.94
0.94
1.01
-
1.06
0.98
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 31st Jul
Top holdings
HDFC Bank Ltd
9.4%
ICICI Bank Ltd
7.9%
Treps
6.1%
Reliance Industries Ltd
4.4%
Axis Bank Ltd
3.4%
Larsen & Toubro Ltd
3.3%
Bharti Airtel Ltd
3.2%
State Bank of India
3.1%
Infosys Ltd
3.0%
ITC Ltd
2.8%
Top industry exposure
Financial Services
30.4%
Industrials
12.9%
Consumer Cyclical
10.2%
Consumer Defensive
8.6%
Healthcare
6.9%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
44%
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