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Sundaram ELSS Tax Saver Fund Direct
ELSS • 3Y Lock-in
Equity
ELSS
Very High Risk
+15.82%
3Y annualised
+0.26% 1D
NAV: 16 Jan '26
₹556.35
Min. SIP amount
₹500
Fund size
₹1,401.54 Cr
Expense ratio
1.53%
Return calculator
Monthly SIP
One time
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹63,934 | +6.56% | |
| 3 years | ₹1,80,000 | ₹2,23,269 | +24.04% | |
| 5 years | ₹3,00,000 | ₹4,40,999 | +47.00% | |
| 10 years | ₹6,00,000 | ₹13,41,784 | +123.63% |
Holdings (55)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 8.76% |
| ICICI Bank Ltd. | Financial | Equity | 5.92% |
| Reliance Industries Ltd. | Energy | Equity | 5.02% |
| Bharti Airtel Ltd. | Communication | Equity | 4.39% |
| Infosys Ltd. | Technology | Equity | 4.02% |
| Axis Bank Ltd. | Financial | Equity | 3.96% |
| State Bank of India | Financial | Equity | 3.73% |
| Larsen & Toubro Ltd. | Construction | Equity | 3.67% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 2.98% |
| ITC Ltd. | Consumer Staples | Equity | 2.49% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 2.37% |
| Ultratech Cement Ltd. | Construction | Equity | 2.27% |
| Force Motors Ltd. | Automobile | Equity | 2.05% |
| Cipla Ltd. | Healthcare | Equity | 1.82% |
| Kirloskar Oil Engines Ltd. | Capital Goods | Equity | 1.71% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 1.64% |
| Tata Consultancy Services Ltd. | Technology | Equity | 1.53% |
| Union Bank of India | Financial | Equity | 1.53% |
| HCL Technologies Ltd. | Technology | Equity | 1.53% |
| Indusind Bank Ltd. | Financial | Equity | 1.49% |
| NTPC Ltd. | Energy | Equity | 1.48% |
| Swiggy Ltd. | Services | Equity | 1.39% |
| Devyani International Ltd. | Services | Equity | 1.35% |
| Metropolis Healthcare Ltd. | Healthcare | Equity | 1.35% |
| Eternal Ltd. | Services | Equity | 1.34% |
| Ambuja Cements Ltd. | Construction | Equity | 1.34% |
| Alkem Laboratories Ltd. | Healthcare | Equity | 1.34% |
| United Spirits Ltd. | Consumer Staples | Equity | 1.31% |
| Varun Beverages Ltd. | Consumer Staples | Equity | 1.27% |
| Emami Ltd. | Consumer Staples | Equity | 1.27% |
| Cummins India Ltd. | Capital Goods | Equity | 1.27% |
| Tech Mahindra Ltd. | Technology | Equity | 1.26% |
| GAIL (India) Ltd. | Energy | Equity | 1.19% |
| Delhivery Ltd. | Services | Equity | 1.15% |
| Jubilant FoodWorks Ltd. | Services | Equity | 1.08% |
| UPL Ltd. | Chemicals | Equity | 1.05% |
| Interglobe Aviation Ltd. | Services | Equity | 1.03% |
| Tata Consumer Products Ltd. | Consumer Staples | Equity | 1.03% |
| Affle 3I Ltd. | Technology | Equity | 1.02% |
| Hindustan Aeronautics Ltd. | Capital Goods | Equity | 1.00% |
| Indegene Ltd. | Healthcare | Equity | 1.00% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 0.98% |
| Whirlpool Of India Ltd. | Consumer Discretionary | Equity | 0.98% |
| Amara Raja Energy & Mobility Ltd | Capital Goods | Equity | 0.95% |
| Torrent Power Ltd. | Energy | Equity | 0.94% |
| Tata Motors Ltd. | Automobile | Equity | 0.88% |
| Hindustan Unilever Ltd. | Consumer Staples | Equity | 0.88% |
| Deepak Nitrite Ltd. | Chemicals | Equity | 0.86% |
| LTIMindtree Ltd. | Technology | Equity | 0.76% |
| GE Vernova T&D India Ltd | Capital Goods | Equity | 0.71% |
| Praj Industries Ltd. | Capital Goods | Equity | 0.60% |
| JK Lakshmi Cement Ltd. | Construction | Equity | 0.50% |
| Chennai Super Kings Ltd. | Services | Equity | 0.04% |
| Kwality Walls India Ltd. | Consumer Staples | Equity | 0.02% |
| Virtual Dynamics Software Ltd. | Technology | Equity | NA |
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 | +15.8% | +15.7% | +14.6% | +14.2% |
| Category average (Equity ELSS) | +16.4% | +16.5% | +14.0% | -- |
| Rank (Equity ELSS) | 28 | 23 | -- | -- |
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) | |
|---|---|---|---|---|
SBI ELSS Tax Saver Fund Direct Growth | +7.81% | +23.97% | 32,608.80 | |
WhiteOak Capital ELSS Tax Saver Fund Direct Growth | +8.31% | +22.58% | 448.30 | |
HDFC ELSS Tax Saver Fund Direct Plan Growth | +12.09% | +21.73% | 17,163.37 | |
Quantum ELSS Tax Saver Fund Direct Growth | +6.49% | +17.80% | 227.26 | |
Parag Parikh ELSS Tax Saver Fund Direct Growth | +6.99% | +17.76% | 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 Direct
Sundaram ELSS Tax Saver Fund Direct 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 Direct fund. The fund currently has an Asset Under Management(AUM) of ₹76,137 Cr and the Latest NAV as of 16 Jan 2026 is ₹556.35.
The Sundaram ELSS Tax Saver Fund Direct 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₹76,136.70 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,