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Sundaram ELSS Tax Saver Fund
+9.86%
3Y annualised
-0.21% 1D
NAV: 16 Jul '26
₹496.97
Min. for SIP
₹500
Fund size (AUM)
₹1,280.74 Cr
Expense ratio
2.31%
Rating
3
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹59,321 | -1.13% | |
| 3 years | ₹1,80,000 | ₹1,90,773 | +5.99% | |
| 5 years | ₹3,00,000 | ₹3,70,929 | +23.64% | |
| 10 years | ₹6,00,000 | ₹11,17,154 | +86.19% |
Holdings (58)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd | Financial | Equity | 7.34% |
| ICICI Bank Ltd | Financial | Equity | 6.34% |
| Axis Bank Ltd | Financial | Equity | 4.59% |
| Bharti Airtel Ltd | Technology | Equity | 3.89% |
| State Bank of India | Financial | Equity | 3.77% |
| Kirloskar Oil Engines Ltd | Industrials | Equity | 3.62% |
| Larsen & Toubro Ltd | Industrials | Equity | 3.62% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 3.50% |
| Infosys Ltd | Technology | Equity | 2.92% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 2.91% |
| Ultratech Cement Ltd | Materials | Equity | 2.37% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 2.19% |
| Force Motors Ltd | Industrials | Equity | 2.03% |
| ITC Ltd | Consumer Staples | Equity | 1.94% |
| Cipla Ltd | Healthcare | Equity | 1.93% |
| Cummins India Ltd | Industrials | Equity | 1.90% |
| Repo | Unspecified | Repo | 1.87% |
| NTPC Ltd | Energy & Utilities | Equity | 1.75% |
| Indusind Bank Ltd | Financial | Equity | 1.74% |
| Zomato Ltd | Technology | Equity | 1.61% |
| Elecon Engineering Company Ltd | Industrials | Equity | 1.57% |
| GAIL (India) Ltd | Energy & Utilities | Equity | 1.51% |
| Alkem Laboratories Ltd | Healthcare | Equity | 1.48% |
| Interglobe Aviation Ltd | Industrials | Equity | 1.43% |
| Zydus Lifesciences Ltd | Healthcare | Equity | 1.42% |
| Tata Motors Ltd | Industrials | Equity | 1.34% |
| United Spirits Ltd | Consumer Staples | Equity | 1.34% |
| Delhivery Ltd | Industrials | Equity | 1.25% |
| Affle (India) Ltd | Industrials | Equity | 1.25% |
| Thermax Ltd | Industrials | Equity | 1.22% |
| JK Lakshmi Cement Ltd | Materials | Equity | 1.17% |
| Hindustan Aeronautics Ltd | Industrials | Equity | 1.17% |
| Ambuja Cements Ltd | Materials | Equity | 1.11% |
| Devyani International Ltd | Consumer Discretionary | Equity | 1.11% |
| HCL Technologies Ltd | Technology | Equity | 1.10% |
| Indegene Ltd. | Healthcare | Equity | 1.10% |
| Ceat Ltd | Consumer Discretionary | Equity | 1.07% |
| Emami Ltd | Consumer Staples | Equity | 1.06% |
| Tata Consultancy Services Ltd | Technology | Equity | 1.06% |
| Union Bank of India | Financial | Equity | 1.04% |
| Swiggy Ltd. | Technology | Equity | 1.02% |
| Tata Steel Ltd | Materials | Equity | 1.01% |
| Max Financial Services Ltd | Financial | Equity | 1.01% |
| TVS Motor Company Ltd | Consumer Discretionary | Equity | 1.00% |
| Mahindra & Mahindra Financial Services Ltd | Financial | Equity | 1.00% |
| Whirlpool Of India Ltd | Consumer Discretionary | Equity | 0.97% |
| Amber Enterprises India Ltd | Consumer Discretionary | Equity | 0.97% |
| Jubilant FoodWorks Ltd | Consumer Discretionary | Equity | 0.96% |
| IIFL Wealth Management Ltd | Financial | Equity | 0.95% |
| Billionbrains Garage Ventures Ltd. | Financial | Equity | 0.90% |
| Torrent Power Ltd | Energy & Utilities | Equity | 0.85% |
| Kalpataru Power Transmission Ltd | Industrials | Equity | 0.81% |
| Amara Raja Batteries Ltd | Consumer Discretionary | Equity | 0.73% |
| LTIMindtree Ltd | Technology | Equity | 0.65% |
| Brigade Enterprises Ltd | Real Estate | Equity | 0.46% |
| CHENNAI SUPER KINGS CRICKET LIMITED EQ NEW FV RE. 0.10/- | Consumer Discretionary | Equity | 0.05% |
| Cash/Net Current Assets | Unspecified | Cash/Net Current Assets | 0.01% |
| VIRTUAL DYNAMIC EQ | Technology | Equity | -- |
See All
Minimum investments
Min. for 1st investment
₹500
Min. for 2nd investment
₹500
Min. for SIP
₹500
Returns and rankings
Annualised returns
Absolute returns
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +9.9% | +10.9% | +12.0% | +17.2% |
| Category average (Equity ELSS) | +16.4% | +16.5% | +14.0% | -- |
| Rank (Equity ELSS) | 30 | 21 | -- | -- |
Exit load, stamp duty and tax
Exit load
Nil
Stamp duty on investment: 0.005% (from July 1st, 2020)
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%.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
 | +3.92% | +21.13% | 4,861.86 | |
 | -1.20% | +16.75% | 31,839.34 | |
 | +10.05% | +16.50% | 13,143.38 | |
 | +0.68% | +15.94% | 473.58 | |
 | -3.61% | +14.64% | 15,685.17 | |
| Compare | ||||
Fund management
RSRohit SeksariaJan 2022 - PresentView details
RS
Rohit Seksaria
Jan 2022 - Present
View details
BSBharath SJun 2025 - PresentView details
BS
Bharath S
Jun 2025 - Present
View details
About Sundaram ELSS Tax Saver Fund
Sundaram ELSS Tax Saver Fund is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. Rohit Seksaria is the Current Fund Manager of Sundaram ELSS Tax Saver Fund fund. The fund currently has an Asset Under Management(AUM) of ₹76,991 Cr and the Latest NAV as of 16 Jul 2026 is ₹496.97.
The Sundaram ELSS Tax Saver Fund is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹500.
;
Investment Objective
The fund seeks to build a high quality growth oriented portfolio to provide long term capital appreciation through investment primarily in equities.
Fund benchmarkNIFTY 500 Total Return Index
Fund house
Rank (total assets)#17 in India
Total AUM₹76,991.28 Cr
Date of Incorporation26 Feb 1996
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,