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NAV: 25 Sep 2025
₹545.81
Rating
3
Min. SIP amount
Not Supported
Fund size
₹1,362.33Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (55)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
HDFC Bank Ltd. | Financial | Equity | 9.00% |
ICICI Bank Ltd. | Financial | Equity | 7.56% |
Reliance Industries Ltd. | Energy | Equity | 4.32% |
Axis Bank Ltd. | Financial | Equity | 3.38% |
Infosys Ltd. | Technology | Equity | 3.33% |
Larsen & Toubro Ltd. | Construction | Equity | 3.33% |
Bharti Airtel Ltd. | Communication | Equity | 3.19% |
State Bank of India | Financial | Equity | 3.13% |
ITC Ltd. | Consumer Staples | Equity | 2.86% |
Kotak Mahindra Bank Ltd. | Financial | Equity | 2.73% |
Ultratech Cement Ltd. | Construction | Equity | 2.51% |
Sundaram Low Duration Fund Direct-Growth | NA | Mutual Fund | 2.20% |
Maruti Suzuki India Ltd. | Automobile | Equity | 2.17% |
Force Motors Ltd. | Automobile | Equity | 2.00% |
Hindustan Unilever Ltd. | Consumer Staples | Equity | 1.60% |
Metropolis Healthcare Ltd. | Healthcare | Equity | 1.57% |
Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 1.57% |
Cipla Ltd. | Healthcare | Equity | 1.55% |
Swiggy Ltd. | Services | Equity | 1.51% |
Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 1.39% |
Delhivery Ltd. | Services | Equity | 1.37% |
Alkem Laboratories Ltd. | Healthcare | Equity | 1.32% |
Indusind Bank Ltd. | Financial | Equity | 1.31% |
UPL Ltd. | Chemicals | Equity | 1.27% |
Eternal Ltd. | Services | Equity | 1.27% |
Ambuja Cements Ltd. | Construction | Equity | 1.25% |
Jubilant FoodWorks Ltd. | Services | Equity | 1.24% |
Varun Beverages Ltd. | Consumer Staples | Equity | 1.23% |
GAIL (India) Ltd. | Energy | Equity | 1.23% |
United Spirits Ltd. | Consumer Staples | Equity | 1.22% |
Tech Mahindra Ltd. | Technology | Equity | 1.21% |
NTPC Ltd. | Energy | Equity | 1.21% |
Interglobe Aviation Ltd. | Services | Equity | 1.18% |
Mahindra & Mahindra Ltd. | Automobile | Equity | 1.17% |
Apollo Hospitals Enterprise Ltd. | Healthcare | Equity | 1.17% |
Devyani International Ltd. | Services | Equity | 1.14% |
Cummins India Ltd. | Capital Goods | Equity | 1.12% |
Emami Ltd. | Consumer Staples | Equity | 1.10% |
Amara Raja Energy & Mobility Ltd | Capital Goods | Equity | 1.07% |
Kirloskar Oil Engines Ltd. | Capital Goods | Equity | 1.06% |
GE Vernova T&D India Ltd. | Capital Goods | Equity | 1.02% |
Tata Consumer Products Ltd. | Consumer Staples | Equity | 0.94% |
Tata Motors Ltd. | Automobile | Equity | 0.93% |
Deepak Nitrite Ltd. | Chemicals | Equity | 0.92% |
Torrent Power Ltd. | Energy | Equity | 0.91% |
Blue Star Ltd. | Consumer Discretionary | Equity | 0.90% |
Affle 3I Ltd. | Technology | Equity | 0.89% |
Praj Industries Ltd. | Capital Goods | Equity | 0.75% |
The Federal Bank Ltd. | Financial | Equity | 0.71% |
Kajaria Ceramics Ltd. | Construction | Equity | 0.67% |
Hindustan Aeronautics Ltd. | Capital Goods | Equity | 0.66% |
Neuland Laboratories Ltd. | Healthcare | Equity | 0.55% |
Hindustan Petroleum Corporation Ltd. | Energy | Equity | 0.50% |
Chennai Super Kings Ltd. | Services | Equity | 0.04% |
Virtual Dynamics Software Ltd. | Technology | Equity | 0.00% |
See All
Minimum investment amounts
| Min. for 1st investment | ₹500 |
| Min. for 2nd investment onwards | ₹500 |
| Min. for SIP | Not Supported |
Returns and rankings
Category: Equity ELSS
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | -2.1% | 15.5% | 21.8% | 14.4% |
| Category average | -5.3% | 17.0% | 21.1% | NA |
| Rank with in category | 6 | 27 | 22 | NA |
Understand terms
Peer Comparison
| Equity, ELSS funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
SBI ELSS Tax Saver Fund Direct Plan IDCW | 5 | -4.5% | 24.8% | 29,937.40 |
HDFC ELSS Tax Saver Fund Direct Plan IDCW | 5 | 0.8% | 23.1% | 16,525.28 |
JM ELSS Tax Saver Fund Direct Plan IDCW | 4 | -7.1% | 21.3% | 209.67 |
DSP ELSS Tax Saver Fund Direct Plan IDCW | 4 | -3.5% | 20.6% | 16,474.93 |
Bandhan ELSS Tax Saver Fund Direct Plan IDCW | 4 | -5.4% | 16.8% | 6,899.23 |
Expense ratio, exit load and tax
Expense ratio: 1.71%
Inclusive of GST
Exit load
Nil
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Understand terms
Check past data
Fund management
Bharath S.Jun 2025 - PresentView details
Bharath S.
Jun 2025 - Present
View details
Education
Mr. Bharath is a B Com (H), MBA and ICWA.
Experience
Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
Also manages these schemes
Rohit SeksariaJan 2022 - PresentView details
Rohit Seksaria
Jan 2022 - Present
View details
Education
Mr. Seksaria is CS, CA & has done MBA from IIM Ahmedabad
Experience
Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.
Also manages these schemes
Fund house & investment objective
Fund house contact details
Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NAWebsite
www.sundarammutual.com
Sundaram Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Email
[email protected]Website
www.karvymfs.comPros and cons
Category: Equity ELSS
Pros
1Y and 5Y annualised returns higher than category average
Higher alpha: 1.39
The fund has generated returns higher than benchmark - NIFTY 500 Total Return Index - in the last 3Y
Exit load is zero
Cons
3Y and 10Y annualised returns lower than category average
Lock-in period: 3Y
Higher expense ratio: 1.71%
Compare funds
Sundaram ELSS Tax Saver Direct IDCW Half Yearly
VS
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