1M
6M
1Y
3Y
5Y
All
| NAV: 14 Jan 2025 | ₹471.23 |
| Min. SIP amount | Not Supported |
| Rating | 3 |
| Fund size | ₹1,433.75Cr |
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 | 10.7% | 11.0% | 17.3% | 18.0% |
| Category average | 12.3% | 12.8% | 17.7% | NA |
| Rank with in category | 21 | 23 | 16 | NA |
Understand terms
Peer Comparison
| Equity, ELSS funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Motilal Oswal ELSS Tax Saver Fund Regular Growth | 5 | 28.5% | 21.3% | 4,194.64 |
SBI Long Term Equity Fund Regular Growth | 5 | 20.2% | 20.8% | 28,732.52 |
Franklin India ELSS Tax Saver Fund Growth | 4 | 14.2% | 15.2% | 7,241.79 |
Parag Parikh ELSS Tax Saver Fund Regular Growth | 5 | 14.9% | 15.1% | 4,362.18 |
Quant ELSS Tax Saver Fund Growth | 5 | 3.1% | 13.1% | 11,560.66 |
Holdings (67)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
HDFC Bank Ltd. | Financial | Equity | 7.88% |
ICICI Bank Ltd. | Financial | Equity | 7.02% |
Infosys Ltd. | Technology | Equity | 4.27% |
Reliance Industries Ltd. | Energy | Equity | 3.92% |
Larsen & Toubro Ltd. | Construction | Equity | 3.08% |
Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 2.80% |
State Bank of India | Financial | Equity | 2.62% |
Bharti Airtel Ltd. - (Partly Paid up Equity Shares (Rights Issue)) | Communication | PPE | 2.48% |
Axis Bank Ltd. | Financial | Equity | 2.46% |
Ultratech Cement Ltd. | Construction | Equity | 2.29% |
Interglobe Aviation Ltd. | Services | Equity | 2.13% |
ITC Ltd. | Consumer Staples | Equity | 2.08% |
Tech Mahindra Ltd. | Technology | Equity | 1.88% |
Tata Consultancy Services Ltd. | Technology | Equity | 1.87% |
Blue Star Ltd. | Consumer Discretionary | Equity | 1.68% |
Bajaj Finance Ltd. | Financial | Equity | 1.62% |
Jubilant FoodWorks Ltd. | Services | Equity | 1.58% |
Aurobindo Pharma Ltd. | Healthcare | Equity | 1.50% |
Indusind Bank Ltd. | Financial | Equity | 1.46% |
Laurus Labs Ltd. | Healthcare | Equity | 1.42% |
Info Edge (India) Ltd. | Services | Equity | 1.42% |
ICRA Ltd. | Services | Equity | 1.38% |
Swiggy Ltd. | Services | Equity | 1.34% |
United Breweries Ltd. | Consumer Staples | Equity | 1.29% |
Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 1.25% |
Force Motors Ltd. | Automobile | Equity | 1.25% |
Bharti Airtel Ltd. | Communication | Equity | 1.24% |
PNB Housing Finance Ltd. | Financial | Equity | 1.20% |
Hindustan Unilever Ltd. | Consumer Staples | Equity | 1.18% |
Zomato Ltd. | Services | Equity | 1.13% |
Maruti Suzuki India Ltd. | Automobile | Equity | 1.13% |
Kotak Mahindra Bank Ltd. | Financial | Equity | 1.10% |
The Federal Bank Ltd. | Financial | Equity | 1.07% |
Multi Commodity Exchange Of India Ltd. | Services | Equity | 1.07% |
United Spirits Ltd. | Consumer Staples | Equity | 1.06% |
Cipla Ltd. | Healthcare | Equity | 1.06% |
Tata Motors Ltd. | Automobile | Equity | 1.04% |
Delhivery Ltd. | Services | Equity | 1.02% |
Bata India Ltd. | Consumer Staples | Equity | 1.01% |
Metropolis Healthcare Ltd. | Healthcare | Equity | 1.00% |
Bharti Hexacom Ltd. | Communication | Equity | 0.98% |
ABB India Ltd. | Capital Goods | Equity | 0.98% |
Max Financial Services Ltd. | Financial | Equity | 0.97% |
Titan Company Ltd. | Consumer Discretionary | Equity | 0.97% |
Mankind Pharma Ltd. | Healthcare | Equity | 0.94% |
GE Vernova T&D India Ltd. | Capital Goods | Equity | 0.93% |
Tata Consumer Products Ltd. | Consumer Staples | Equity | 0.82% |
NTPC Ltd. | Energy | Equity | 0.81% |
Pidilite Industries Ltd. | Chemicals | Equity | 0.78% |
Kirloskar Oil Engines Ltd. | Capital Goods | Equity | 0.76% |
Kajaria Ceramics Ltd. | Construction | Equity | 0.74% |
Oil India Ltd. | Energy | Equity | 0.72% |
Hindustan Aeronautics Ltd. | Capital Goods | Equity | 0.65% |
GAIL (India) Ltd. | Energy | Equity | 0.59% |
Affle (India) Ltd. | Technology | Equity | 0.56% |
Hindustan Petroleum Corporation Ltd. | Energy | Equity | 0.55% |
Apollo Tyres Ltd. | Automobile | Equity | 0.53% |
ICICI Prudential Life Insurance Company Ltd. | Insurance | Equity | 0.48% |
Schaeffler India Ltd. | Capital Goods | Equity | 0.46% |
Hyundai Motor India Ltd. | Automobile | Equity | 0.46% |
Adani Ports and Special Economic Zone Ltd. | Services | Equity | 0.43% |
Waaree Energies Ltd. | Energy | Equity | 0.34% |
Dalmia Bharat Ltd. | Construction | Equity | 0.28% |
Neuland Laboratories Ltd. | Healthcare | Equity | 0.20% |
Navin Fluorine International Ltd. | Chemicals | Equity | 0.17% |
Chennai Super Kings Ltd. | Services | Equity | 0.05% |
Virtual Dynamics Software Ltd. | Technology | Equity | 0.00% |
See All
Expense ratio, exit load and tax
Expense ratio: 2.22%
Inclusive of GST
Exit load
Nil
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Understand terms
Check past data
Minimum investment amounts
| Min. for 1st investment | Not Supported |
| Min. for 2nd investment onwards | Not Supported |
| 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
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
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Sundaram ELSS Tax Saver Fund
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