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Sundaram ELSS Tax Saver Fund
ELSS • 3Y Lock-in
Equity
ELSS
Very High Risk
+14.74%
3Y annualised
-1.14% 1D
NAV: 09 Jan '26
₹516.51
Min. SIP amount
Not Supported
Fund size
₹1,410.54 Cr
Expense ratio
2.19%
Holdings (54)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 8.84% |
| ICICI Bank Ltd. | Financial | Equity | 6.53% |
| Reliance Industries Ltd. | Energy | Equity | 4.98% |
| Bharti Airtel Ltd. | Communication | Equity | 4.35% |
| Axis Bank Ltd. | Financial | Equity | 3.96% |
| Infosys Ltd. | Technology | Equity | 3.95% |
| State Bank of India | Financial | Equity | 3.69% |
| Larsen & Toubro Ltd. | Construction | Equity | 3.64% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 2.86% |
| ITC Ltd. | Consumer Staples | Equity | 2.73% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 2.38% |
| Ultratech Cement Ltd. | Construction | Equity | 2.22% |
| Cipla Ltd. | Healthcare | Equity | 1.83% |
| Force Motors Ltd. | Automobile | Equity | 1.77% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 1.74% |
| Kirloskar Oil Engines Ltd. | Capital Goods | Equity | 1.56% |
| HCL Technologies Ltd. | Technology | Equity | 1.52% |
| Union Bank of India | Financial | Equity | 1.52% |
| Tata Consultancy Services Ltd. | Technology | Equity | 1.49% |
| Indusind Bank Ltd. | Financial | Equity | 1.47% |
| NTPC Ltd. | Energy | Equity | 1.45% |
| Eternal Ltd. | Services | Equity | 1.44% |
| Alkem Laboratories Ltd. | Healthcare | Equity | 1.37% |
| Swiggy Ltd. | Services | Equity | 1.35% |
| Metropolis Healthcare Ltd. | Healthcare | Equity | 1.34% |
| Ambuja Cements Ltd. | Construction | Equity | 1.32% |
| United Spirits Ltd. | Consumer Staples | Equity | 1.31% |
| UPL Ltd. | Chemicals | Equity | 1.30% |
| Cummins India Ltd. | Capital Goods | Equity | 1.27% |
| Emami Ltd. | Consumer Staples | Equity | 1.27% |
| Varun Beverages Ltd. | Consumer Staples | Equity | 1.24% |
| Devyani International Ltd. | Services | Equity | 1.23% |
| GAIL (India) Ltd. | Energy | Equity | 1.21% |
| Delhivery Ltd. | Services | Equity | 1.20% |
| Tech Mahindra Ltd. | Technology | Equity | 1.20% |
| Interglobe Aviation Ltd. | Services | Equity | 1.19% |
| Jubilant FoodWorks Ltd. | Services | Equity | 1.15% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 1.03% |
| GE Vernova T&D India Ltd | Capital Goods | Equity | 1.02% |
| Tata Consumer Products Ltd. | Consumer Staples | Equity | 1.00% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 1.00% |
| Amara Raja Energy & Mobility Ltd | Capital Goods | Equity | 0.99% |
| Hindustan Aeronautics Ltd. | Capital Goods | Equity | 0.96% |
| Whirlpool Of India Ltd. | Consumer Discretionary | Equity | 0.94% |
| Torrent Power Ltd. | Energy | Equity | 0.94% |
| Affle 3I Ltd. | Technology | Equity | 0.94% |
| Hindustan Unilever Ltd. | Consumer Staples | Equity | 0.93% |
| Deepak Nitrite Ltd. | Chemicals | Equity | 0.77% |
| LTIMindtree Ltd. | Technology | Equity | 0.76% |
| Tata Motors Ltd. | Automobile | Equity | 0.74% |
| Praj Industries Ltd. | Capital Goods | Equity | 0.59% |
| Indegene Ltd. | Healthcare | Equity | 0.41% |
| Chennai Super Kings Ltd. | Services | Equity | 0.04% |
| Virtual Dynamics Software Ltd. | Technology | Equity | NA |
See All
Minimum investments
Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported
Returns and rankings
Annualised returns
Absolute returns
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +14.7% | +15.1% | +13.4% | +17.7% |
| Category average (Equity ELSS) | +16.4% | +16.5% | +14.0% | -- |
| Rank (Equity ELSS) | 26 | 19 | -- | -- |
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
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.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
SBI ELSS Tax Saver Fund Growth | +5.44% | +22.68% | 32,608.80 | |
HDFC ELSS Tax Saver Fund Growth | +9.92% | +20.51% | 17,163.37 | |
WhiteOak Capital ELSS Tax Saver Fund Growth | +3.89% | +20.18% | 448.30 | |
Franklin India ELSS Tax Saver Fund Growth | +2.84% | +17.48% | 6,796.33 | |
Parag Parikh ELSS Tax Saver Fund Growth | +4.48% | +16.41% | 5,914.69 | |
| Compare | ||||
Fund management
BSBharath S.Jun 2025 - PresentView details
BS
Bharath S.
Jun 2025 - Present
View details
RSRohit SeksariaJan 2022 - PresentView details
RS
Rohit Seksaria
Jan 2022 - 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. Bharath S. is the Current Fund Manager of Sundaram ELSS Tax Saver Fund fund. The fund currently has an Asset Under Management(AUM) of ₹76,948 Cr and the Latest NAV as of 09 Jan 2026 is ₹516.51.
The Sundaram ELSS Tax Saver Fund is rated Very High risk. Minimum SIP Investment is set to ₹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₹76,948.12 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,