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Sundaram ELSS Tax Saver Fund Direct
+11.00%
3Y annualised
+0.70% 1D
NAV: 09 Jun '26
₹511.27
Min. for SIP
₹500
Fund size (AUM)
₹1,296.13 Cr
Expense ratio
1.70%
Rating
3
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹56,463 | -5.90% | |
| 3 years | ₹1,80,000 | ₹1,84,810 | +2.67% | |
| 5 years | ₹3,00,000 | ₹3,62,220 | +20.74% | |
| 10 years | ₹6,00,000 | ₹11,12,694 | +85.45% |
Holdings (56)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd | Financial | Equity | 6.89% |
| ICICI Bank Ltd | Financial | Equity | 5.76% |
| Repo | Unspecified | Repo | 5.72% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 4.37% |
| Axis Bank Ltd | Financial | Equity | 4.28% |
| Bharti Airtel Ltd | Technology | Equity | 3.92% |
| State Bank of India | Financial | Equity | 3.87% |
| Larsen & Toubro Ltd | Industrials | Equity | 3.46% |
| Infosys Ltd | Technology | Equity | 3.18% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 2.81% |
| Kirloskar Oil Engines Ltd | Industrials | Equity | 2.57% |
| Ultratech Cement Ltd | Materials | Equity | 2.41% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 2.18% |
| Force Motors Ltd | Industrials | Equity | 2.15% |
| ITC Ltd | Consumer Staples | Equity | 2.10% |
| NTPC Ltd | Energy & Utilities | Equity | 1.93% |
| Oil & Natural Gas Corporation Ltd | Energy & Utilities | Equity | 1.82% |
| Union Bank of India | Financial | Equity | 1.79% |
| Cummins India Ltd | Industrials | Equity | 1.75% |
| Cipla Ltd | Healthcare | Equity | 1.71% |
| Indusind Bank Ltd | Financial | Equity | 1.70% |
| Zomato Ltd | Technology | Equity | 1.49% |
| Elecon Engineering Company Ltd | Industrials | Equity | 1.48% |
| Alkem Laboratories Ltd | Healthcare | Equity | 1.42% |
| GAIL (India) Ltd | Energy & Utilities | Equity | 1.33% |
| Delhivery Ltd | Industrials | Equity | 1.32% |
| United Spirits Ltd | Consumer Staples | Equity | 1.30% |
| PB Fintech Ltd | Financial | Equity | 1.29% |
| Tata Consultancy Services Ltd | Technology | Equity | 1.28% |
| Devyani International Ltd | Consumer Discretionary | Equity | 1.23% |
| HCL Technologies Ltd | Technology | Equity | 1.22% |
| Whirlpool Of India Ltd | Consumer Discretionary | Equity | 1.16% |
| Ambuja Cements Ltd | Materials | Equity | 1.16% |
| Emami Ltd | Consumer Staples | Equity | 1.16% |
| Hindustan Aeronautics Ltd | Industrials | Equity | 1.14% |
| Swiggy Ltd. | Technology | Equity | 1.14% |
| Interglobe Aviation Ltd | Industrials | Equity | 1.13% |
| JK Lakshmi Cement Ltd | Materials | Equity | 1.09% |
| Jubilant FoodWorks Ltd | Consumer Discretionary | Equity | 1.08% |
| Tata Motors Ltd | Industrials | Equity | 1.06% |
| Indegene Ltd. | Healthcare | Equity | 1.03% |
| Torrent Power Ltd | Energy & Utilities | Equity | 1.03% |
| Deepak Nitrite Ltd | Materials | Equity | 0.94% |
| Affle (India) Ltd | Industrials | Equity | 0.87% |
| Billionbrains Garage Ventures Ltd. | Financial | Equity | 0.83% |
| Amber Enterprises India Ltd | Consumer Discretionary | Equity | 0.79% |
| LTIMindtree Ltd | Technology | Equity | 0.78% |
| Tata Steel Ltd | Materials | Equity | 0.77% |
| Amara Raja Batteries Ltd | Consumer Discretionary | Equity | 0.75% |
| Thermax Ltd | Industrials | Equity | 0.71% |
| Max Financial Services Ltd | Financial | Equity | 0.66% |
| Brigade Enterprises Ltd | Real Estate | Equity | 0.61% |
| Praj Industries Ltd | Industrials | Equity | 0.52% |
| CHENNAI SUPER KINGS CRICKET LIMITED EQ NEW FV RE. 0.10/- | Consumer Discretionary | Equity | 0.04% |
| VIRTUAL DYNAMIC EQ | Technology | Equity | -- |
| Net Payables | Unspecified | Net Payables | -0.16% |
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 | +11.0% | +11.3% | +12.6% | +13.1% |
| Category average (Equity ELSS) | +16.4% | +16.5% | +14.0% | -- |
| Rank (Equity ELSS) | 27 | 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) | |
|---|---|---|---|---|
 | +3.68% | +24.02% | 4,658.52 | |
 | -3.73% | +18.35% | 31,093.90 | |
 | -1.96% | +18.09% | 450.45 | |
 | -6.23% | +15.53% | 15,559.49 | |
 | -9.46% | +12.14% | 5,617.03 | |
| Compare | ||||
Fund management
BSBharath SJun 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 ₹75,524 Cr and the Latest NAV as of 09 Jun 2026 is ₹511.27.
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₹75,523.60 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,