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| NAV: 10 Jan 2025 | ₹510.47 |
| Min. SIP amount | ₹500 |
| Rating | 2 |
| 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 | 14.2% | 12.8% | 18.6% | 14.7% |
| Category average | 15.7% | 14.0% | 18.4% | NA |
| Rank with in category | 25 | 25 | 22 | NA |
Understand terms
Peer Comparison
| Equity, ELSS funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Motilal Oswal ELSS Tax Saver Fund Direct Growth | 5 | 36.7% | 25.0% | 4,194.64 |
SBI Long Term Equity Fund Direct Plan Growth | 5 | 24.1% | 22.9% | 28,732.52 |
Parag Parikh ELSS Tax Saver Fund Direct Growth | 5 | 19.1% | 17.2% | 4,362.18 |
Quant ELSS Tax Saver Fund Direct Growth | 5 | 5.6% | 15.6% | 11,560.66 |
Bandhan ELSS Tax Saver Fund Direct Plan Growth | 4 | 11.2% | 13.9% | 7,353.93 |
Holdings (69)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
HDFC Bank Ltd. | Financial | Equity | 7.92% |
ICICI Bank Ltd. | Financial | Equity | 7.07% |
Infosys Ltd. | Technology | Equity | 4.19% |
Reliance Industries Ltd. | Energy | Equity | 4.14% |
Larsen & Toubro Ltd. | Construction | Equity | 3.16% |
State Bank of India | Financial | Equity | 2.75% |
Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 2.63% |
Axis Bank Ltd. | Financial | Equity | 2.61% |
Bharti Airtel Ltd. - (Partly Paid up Equity Shares (Rights Issue)) | Communication | PPE | 2.54% |
Ultratech Cement Ltd. | Construction | Equity | 2.23% |
ITC Ltd. | Consumer Staples | Equity | 2.04% |
Interglobe Aviation Ltd. | Services | Equity | 2.03% |
Tata Consultancy Services Ltd. | Technology | Equity | 1.93% |
Tech Mahindra Ltd. | Technology | Equity | 1.87% |
ICRA Ltd. | Services | Equity | 1.57% |
Bajaj Finance Ltd. | Financial | Equity | 1.55% |
Force Motors Ltd. | Automobile | Equity | 1.52% |
Laurus Labs Ltd. | Healthcare | Equity | 1.52% |
Blue Star Ltd. | Consumer Discretionary | Equity | 1.45% |
Jubilant FoodWorks Ltd. | Services | Equity | 1.41% |
Aurobindo Pharma Ltd. | Healthcare | Equity | 1.41% |
Indusind Bank Ltd. | Financial | Equity | 1.40% |
Info Edge (India) Ltd. | Services | Equity | 1.34% |
Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 1.29% |
Bharti Airtel Ltd. | Communication | Equity | 1.26% |
Hindustan Unilever Ltd. | Consumer Staples | Equity | 1.25% |
Multi Commodity Exchange Of India Ltd. | Services | Equity | 1.23% |
United Breweries Ltd. | Consumer Staples | Equity | 1.22% |
PNB Housing Finance Ltd. | Financial | Equity | 1.21% |
Swiggy Ltd. | Services | Equity | 1.16% |
Maruti Suzuki India Ltd. | Automobile | Equity | 1.14% |
Zomato Ltd. | Services | Equity | 1.13% |
The Federal Bank Ltd. | Financial | Equity | 1.12% |
Bharti Hexacom Ltd. | Communication | Equity | 1.11% |
Tata Motors Ltd. | Automobile | Equity | 1.10% |
Kotak Mahindra Bank Ltd. | Financial | Equity | 1.08% |
Cipla Ltd. | Healthcare | Equity | 1.05% |
ABB India Ltd. | Capital Goods | Equity | 1.04% |
Metropolis Healthcare Ltd. | Healthcare | Equity | 1.03% |
Mankind Pharma Ltd. | Healthcare | Equity | 1.01% |
United Spirits Ltd. | Consumer Staples | Equity | 0.99% |
Delhivery Ltd. | Services | Equity | 0.99% |
Max Financial Services Ltd. | Financial | Equity | 0.98% |
Titan Company Ltd. | Consumer Discretionary | Equity | 0.96% |
Bata India Ltd. | Consumer Staples | Equity | 0.88% |
NTPC Ltd. | Energy | Equity | 0.88% |
Tata Consumer Products Ltd. | Consumer Staples | Equity | 0.85% |
Kirloskar Oil Engines Ltd. | Capital Goods | Equity | 0.83% |
Bank Of Baroda | Financial | Equity | 0.82% |
Oil India Ltd. | Energy | Equity | 0.81% |
Pidilite Industries Ltd. | Chemicals | Equity | 0.81% |
GE Vernova T&D India Ltd. | Capital Goods | Equity | 0.78% |
Kajaria Ceramics Ltd. | Construction | Equity | 0.77% |
Hindustan Aeronautics Ltd. | Capital Goods | Equity | 0.69% |
Polycab India Ltd. | Capital Goods | Equity | 0.65% |
Cummins India Ltd. | Capital Goods | Equity | 0.64% |
GAIL (India) Ltd. | Energy | Equity | 0.61% |
Apollo Tyres Ltd. | Automobile | Equity | 0.51% |
ICICI Prudential Life Insurance Company Ltd. | Insurance | Equity | 0.51% |
Hindustan Petroleum Corporation Ltd. | Energy | Equity | 0.51% |
Affle (India) Ltd. | Technology | Equity | 0.50% |
Hyundai Motor India Ltd. | Automobile | Equity | 0.48% |
Schaeffler India Ltd. | Capital Goods | Equity | 0.48% |
Adani Ports and Special Economic Zone Ltd. | Services | Equity | 0.41% |
Waaree Energies Ltd. | Energy | Equity | 0.32% |
Dalmia Bharat Ltd. | Construction | Equity | 0.28% |
Navin Fluorine International Ltd. | Chemicals | Equity | 0.18% |
Chennai Super Kings Ltd. | Services | Equity | 0.05% |
Virtual Dynamics Software Ltd. | Technology | Equity | 0.00% |
See All
Pros and cons
Category: Equity ELSS
Pros
5Y annualised returns higher than category average by 0.19%
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: 1.67%
Low rating: 2
Expense ratio, exit load and tax
Expense ratio: 1.67%
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 | ₹500 |
| Min. for 2nd investment onwards | ₹500 |
| Min. for SIP | ₹500 |
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 Direct
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