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| NAV: 31 Mar 2025 | ₹502.11 |
| Min. SIP amount | ₹500 |
| Rating | 2 |
| Fund size | ₹1,212.38Cr |
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
1 year
3 years
5 years
Total investment of ₹60,000
Would have become ₹58,934 (-1.78%)
Holdings (67)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
HDFC Bank Ltd. | Financial | Equity | 9.20% |
ICICI Bank Ltd. | Financial | Equity | 7.32% |
Reliance Industries Ltd. | Energy | Equity | 4.30% |
Infosys Ltd. | Technology | Equity | 4.26% |
Larsen & Toubro Ltd. | Construction | Equity | 3.50% |
State Bank of India | Financial | Equity | 3.02% |
Axis Bank Ltd. | Financial | Equity | 2.61% |
Interglobe Aviation Ltd. | Services | Equity | 2.33% |
Ultratech Cement Ltd. | Construction | Equity | 2.26% |
Bharti Airtel Ltd. - (Partly Paid up Equity Shares (Rights Issue)) | Communication | PPE | 2.03% |
Maruti Suzuki India Ltd. | Automobile | Equity | 1.97% |
ITC Ltd. | Consumer Staples | Equity | 1.89% |
Indusind Bank Ltd. | Financial | Equity | 1.83% |
Tata Consultancy Services Ltd. | Technology | Equity | 1.76% |
Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 1.76% |
Hindustan Unilever Ltd. | Consumer Staples | Equity | 1.72% |
Bajaj Finance Ltd. | Financial | Equity | 1.55% |
Tech Mahindra Ltd. | Technology | Equity | 1.55% |
Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 1.54% |
Aurobindo Pharma Ltd. | Healthcare | Equity | 1.51% |
Blue Star Ltd. | Consumer Discretionary | Equity | 1.36% |
Force Motors Ltd. | Automobile | Equity | 1.32% |
Kotak Mahindra Bank Ltd. | Financial | Equity | 1.30% |
Bata India Ltd. | Consumer Staples | Equity | 1.29% |
ICRA Ltd. | Services | Equity | 1.27% |
Info Edge (India) Ltd. | Services | Equity | 1.27% |
Metropolis Healthcare Ltd. | Healthcare | Equity | 1.18% |
Bharti Airtel Ltd. | Communication | Equity | 1.17% |
Cipla Ltd. | Healthcare | Equity | 1.08% |
The Federal Bank Ltd. | Financial | Equity | 1.06% |
UPL Ltd. | Chemicals | Equity | 1.05% |
Apollo Hospitals Enterprise Ltd. | Healthcare | Equity | 1.05% |
Eternal Ltd. | Services | Equity | 1.01% |
Jubilant FoodWorks Ltd. | Services | Equity | 0.97% |
Tata Motors Ltd. | Automobile | Equity | 0.97% |
Tata Consumer Products Ltd. | Consumer Staples | Equity | 0.96% |
PNB Housing Finance Ltd. | Financial | Equity | 0.95% |
United Spirits Ltd. | Consumer Staples | Equity | 0.93% |
Swiggy Ltd. | Services | Equity | 0.92% |
PI Industries Ltd. | Chemicals | Equity | 0.92% |
Praj Industries Ltd. | Capital Goods | Equity | 0.85% |
NTPC Ltd. | Energy | Equity | 0.84% |
Delhivery Ltd. | Services | Equity | 0.82% |
Pidilite Industries Ltd. | Chemicals | Equity | 0.79% |
Computer Age Management Services Ltd. | Services | Equity | 0.70% |
GE Vernova T&D India Ltd. | Capital Goods | Equity | 0.66% |
Oil India Ltd. | Energy | Equity | 0.64% |
Titan Company Ltd. | Consumer Discretionary | Equity | 0.63% |
Kajaria Ceramics Ltd. | Construction | Equity | 0.60% |
Apollo Tyres Ltd. | Automobile | Equity | 0.60% |
GAIL (India) Ltd. | Energy | Equity | 0.53% |
Hindustan Aeronautics Ltd. | Capital Goods | Equity | 0.53% |
Neuland Laboratories Ltd. | Healthcare | Equity | 0.49% |
Affle (India) Ltd. | Technology | Equity | 0.49% |
Hyundai Motor India Ltd. | Automobile | Equity | 0.48% |
Kirloskar Oil Engines Ltd. | Capital Goods | Equity | 0.48% |
Schaeffler India Ltd. | Capital Goods | Equity | 0.45% |
Max Financial Services Ltd. | Financial | Equity | 0.45% |
ICICI Prudential Life Insurance Company Ltd. | Insurance | Equity | 0.45% |
Hindustan Petroleum Corporation Ltd. | Energy | Equity | 0.44% |
Adani Ports and Special Economic Zone Ltd. | Services | Equity | 0.41% |
Dalmia Bharat Ltd. | Construction | Equity | 0.29% |
United Breweries Ltd. | Consumer Staples | Equity | 0.27% |
Mankind Pharma Ltd. | Healthcare | Equity | 0.23% |
ABB India Ltd. | Capital Goods | Equity | 0.20% |
Chennai Super Kings Ltd. | Services | Equity | 0.05% |
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 | ₹500 |
Returns and rankings
Category: Equity ELSS
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 6.8% | 13.6% | 26.0% | 14.3% |
| Category average | 7.0% | 14.6% | 25.4% | NA |
| Rank with in category | 27 | 27 | 21 | NA |
Understand terms
Peer Comparison
| Equity, ELSS funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
SBI Long Term Equity Fund Direct Plan Growth | 5 | 10.9% | 24.2% | 25,723.50 |
Motilal Oswal ELSS Tax Saver Fund Direct Growth | 5 | 11.9% | 23.3% | 3,405.01 |
HDFC ELSS Tax Saver Direct Plan Growth | 4 | 13.2% | 21.8% | 14,671.37 |
Parag Parikh ELSS Tax Saver Fund Direct Growth | 5 | 15.3% | 19.0% | 4,477.32 |
Franklin India ELSS Tax Saver Fund Direct Growth | 4 | 9.8% | 18.4% | 5,986.40 |
Expense ratio, exit load and tax
Expense ratio: 1.72%
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
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,
Website
www.karvymfs.comPros and cons
Category: Equity ELSS
Pros
5Y annualised returns higher than category average by 0.61%
Exit load is zero
Cons
Consistently lower annualised returns than category average for the past 1Y and 3Y
Lock-in period: 3Y
Higher expense ratio: 1.72%
Low rating: 2
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Sundaram ELSS Tax Saver Fund Direct
VS
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Vaishnavi Tech Park, South Tower, 3rd Floor
Sarjapur Main Road, Bellandur
Bengaluru – 560103
Karnataka
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