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Sundaram ELSS Tax Saver Fund Direct
ELSS • 3Y Lock-in
Equity
ELSS
Very High Risk
+16.90%
3Y annualised
+0.02% 1D
NAV: 27 Feb '26
₹549.44
Min. for SIP
₹500
Fund size
₹1,348.11 Cr
Expense ratio
1.53%
Return calculator
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 (54)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 7.80% |
| ICICI Bank Ltd. | Financial | Equity | 5.94% |
| Axis Bank Ltd. | Financial | Equity | 4.44% |
| Reliance Industries Ltd. | Energy | Equity | 4.32% |
| Bharti Airtel Ltd. | Communication | Equity | 4.26% |
| State Bank of India | Financial | Equity | 4.25% |
| Infosys Ltd. | Technology | Equity | 4.25% |
| Larsen & Toubro Ltd. | Construction | Equity | 3.35% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 2.88% |
| Ultratech Cement Ltd. | Construction | Equity | 2.54% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 2.28% |
| ITC Ltd. | Consumer Staples | Equity | 2.07% |
| Force Motors Ltd. | Automobile | Equity | 1.99% |
| Union Bank of India | Financial | Equity | 1.87% |
| Kirloskar Oil Engines Ltd. | Capital Goods | Equity | 1.71% |
| HCL Technologies Ltd. | Technology | Equity | 1.66% |
| Cipla Ltd. | Healthcare | Equity | 1.66% |
| NTPC Ltd. | Energy | Equity | 1.66% |
| Indusind Bank Ltd. | Financial | Equity | 1.60% |
| Tata Consultancy Services Ltd. | Technology | Equity | 1.55% |
| Eternal Ltd. | Services | Equity | 1.48% |
| Tech Mahindra Ltd. | Technology | Equity | 1.44% |
| Alkem Laboratories Ltd. | Healthcare | Equity | 1.43% |
| Metropolis Healthcare Ltd. | Healthcare | Equity | 1.36% |
| Cummins India Ltd. | Capital Goods | Equity | 1.31% |
| GAIL (India) Ltd. | Energy | Equity | 1.31% |
| United Spirits Ltd. | Consumer Staples | Equity | 1.28% |
| Ambuja Cements Ltd. | Construction | Equity | 1.28% |
| Varun Beverages Ltd. | Consumer Staples | Equity | 1.27% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 1.24% |
| Emami Ltd. | Consumer Staples | Equity | 1.21% |
| Swiggy Ltd. | Services | Equity | 1.19% |
| Delhivery Ltd. | Services | Equity | 1.15% |
| Devyani International Ltd. | Services | Equity | 1.10% |
| Hindustan Aeronautics Ltd. | Capital Goods | Equity | 1.10% |
| Elecon Engineering Company Ltd. | Capital Goods | Equity | 1.07% |
| Tata Motors Ltd. | Automobile | Equity | 1.05% |
| Jubilant FoodWorks Ltd. | Services | Equity | 1.05% |
| LTIMindtree Ltd. | Technology | Equity | 1.05% |
| Torrent Power Ltd. | Energy | Equity | 1.04% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 0.98% |
| Interglobe Aviation Ltd. | Services | Equity | 0.97% |
| Indegene Ltd. | Healthcare | Equity | 0.96% |
| Amara Raja Energy & Mobility Ltd | Capital Goods | Equity | 0.95% |
| Affle 3I Ltd. | Technology | Equity | 0.92% |
| Whirlpool Of India Ltd. | Consumer Discretionary | Equity | 0.88% |
| Deepak Nitrite Ltd. | Chemicals | Equity | 0.85% |
| JK Lakshmi Cement Ltd. | Construction | Equity | 0.70% |
| Praj Industries Ltd. | Capital Goods | Equity | 0.56% |
| Brigade Enterprises Ltd. | Construction | Equity | 0.56% |
| Amber Enterprises India Ltd. | Consumer Discretionary | Equity | 0.49% |
| Chennai Super Kings Ltd. | Services | Equity | 0.04% |
| Kwality Wall's (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 | +16.9% | +15.1% | +15.6% | +14.1% |
| 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%.
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
SBI ELSS Tax Saver Fund Direct Growth | +16.17% | +25.03% | 31,861.52 | |
WhiteOak Capital ELSS Tax Saver Fund Direct Growth | +15.33% | +22.40% | 437.94 | |
HDFC ELSS Tax Saver Fund Direct Plan Growth | +16.77% | +22.33% | 16,749.21 | |
Quantum ELSS Tax Saver Fund Direct Growth | +9.21% | +17.83% | 221.03 | |
Parag Parikh ELSS Tax Saver Fund Direct Growth | +7.71% | +16.59% | 5,768.08 | |
| 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 ₹75,674 Cr and the Latest NAV as of 27 Feb 2026 is ₹549.44.
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₹75,674.20 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,