1M
6M
1Y
3Y
5Y
All
| NAV: 13 Sep 2024 | ₹547.79 |
| Min. SIP amount | Not Supported |
| Rating | 3 |
| Fund size | ₹1,411.24Cr |
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Returns and rankings
Category: Equity ELSS
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 31.9% | 17.9% | 22.2% | 15.9% |
| Category average | 39.3% | 18.7% | 22.6% | NA |
| Rank with in category | 33 | 27 | 25 | NA |
Understand terms
Holdings (74)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
HDFC Bank Ltd. | Financial | Equity | 7.25% |
Reliance Industries Ltd. | Energy | Equity | 6.12% |
ICICI Bank Ltd. | Financial | Equity | 5.79% |
Infosys Ltd. | Technology | Equity | 3.44% |
State Bank of India | Financial | Equity | 2.88% |
Axis Bank Ltd. | Financial | Equity | 2.82% |
Force Motors Ltd. | Automobile | Equity | 2.66% |
Larsen & Toubro Ltd. | Construction | Equity | 2.55% |
Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 2.28% |
Bharti Airtel Ltd. - (Partly Paid up Equity Shares (Rights Issue)) | Communication | PPE | 2.18% |
See All
Pros and cons
Category: Equity ELSS
Pros
Higher alpha: 1.0
The fund has generated returns higher than benchmark - NIFTY 500 Total Return Index - in the last 3Y
Exit load is zero
Cons
Consistently lower annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y
Lock-in period: 3Y
Higher expense ratio: 1.65%
Expense ratio, exit load and tax
Expense ratio: 1.65%
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
Minimum investment amounts
| Min. for 1st investment | ₹500 |
| Min. for 2nd investment onwards | ₹500 |
| Min. for SIP | Not Supported |
Fund management
Sudhir KediaOct 2019 - PresentView details
Sudhir Kedia
Oct 2019 - Present
View details
Education
Mr. Kedia is CA, CMA and MBA.
Experience
Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, Mirae Asset Mutual Fund and ASK investment.
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
NA
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.comCompare funds
Sundaram ELSS Tax Saver Direct IDCW Half Yearly
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