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Sundaram ELSS Tax Saver Fund Direct
+12.55%
3Y annualised
+0.06% 1D
NAV: 20 May '26
₹518.30
Min. for SIP
₹500
Fund size (AUM)
₹1,296.13 Cr
Expense ratio
1.64%
Rating
3
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹57,556 | -4.07% | |
| 3 years | ₹1,80,000 | ₹1,90,312 | +5.73% | |
| 5 years | ₹3,00,000 | ₹3,72,428 | +24.14% | |
| 10 years | ₹6,00,000 | ₹11,44,760 | +90.79% |
Holdings (54)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 6.89% |
| ICICI Bank Ltd. | Financial | Equity | 5.76% |
| Reliance Industries Ltd. | Energy | Equity | 4.37% |
| Axis Bank Ltd. | Financial | Equity | 4.28% |
| Bharti Airtel Ltd. | Communication | Equity | 3.92% |
| State Bank of India | Financial | Equity | 3.87% |
| Larsen & Toubro Ltd. | Construction | Equity | 3.46% |
| Infosys Ltd. | Technology | Equity | 3.18% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 2.81% |
| Kirloskar Oil Engines Ltd. | Capital Goods | Equity | 2.57% |
| Ultratech Cement Ltd. | Construction | Equity | 2.41% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 2.18% |
| Force Motors Ltd. | Automobile | Equity | 2.15% |
| ITC Ltd. | Consumer Staples | Equity | 2.10% |
| NTPC Ltd. | Energy | Equity | 1.93% |
| Oil And Natural Gas Corporation Ltd. | Energy | Equity | 1.82% |
| Union Bank of India | Financial | Equity | 1.79% |
| Cummins India Ltd. | Capital Goods | Equity | 1.75% |
| Cipla Ltd. | Healthcare | Equity | 1.71% |
| Indusind Bank Ltd. | Financial | Equity | 1.70% |
| Eternal Ltd. | Services | Equity | 1.49% |
| Elecon Engineering Company Ltd. | Capital Goods | Equity | 1.48% |
| Alkem Laboratories Ltd. | Healthcare | Equity | 1.42% |
| GAIL (India) Ltd. | Energy | Equity | 1.33% |
| Delhivery Ltd. | Services | Equity | 1.32% |
| United Spirits Ltd. | Consumer Staples | Equity | 1.30% |
| PB Fintech Ltd. | Services | Equity | 1.29% |
| Tata Consultancy Services Ltd. | Technology | Equity | 1.28% |
| Devyani International Ltd. | Services | Equity | 1.23% |
| HCL Technologies Ltd. | Technology | Equity | 1.22% |
| Whirlpool Of India Ltd. | Consumer Discretionary | Equity | 1.16% |
| Ambuja Cements Ltd. | Construction | Equity | 1.16% |
| Emami Ltd. | Consumer Staples | Equity | 1.16% |
| Hindustan Aeronautics Ltd. | Capital Goods | Equity | 1.14% |
| Swiggy Ltd. | Services | Equity | 1.14% |
| Interglobe Aviation Ltd. | Services | Equity | 1.13% |
| JK Lakshmi Cement Ltd. | Construction | Equity | 1.09% |
| Jubilant FoodWorks Ltd. | Services | Equity | 1.08% |
| Tata Motors Ltd. | Automobile | Equity | 1.06% |
| Indegene Ltd. | Healthcare | Equity | 1.03% |
| Torrent Power Ltd. | Energy | Equity | 1.03% |
| Deepak Nitrite Ltd. | Chemicals | Equity | 0.94% |
| Affle 3I Ltd. | Technology | Equity | 0.87% |
| Billionbrains Garage Ventures Ltd. | Financial | Equity | 0.83% |
| Amber Enterprises India Ltd. | Consumer Discretionary | Equity | 0.79% |
| LTM Limited | Technology | Equity | 0.78% |
| Tata Steel Ltd. | Metals & Mining | Equity | 0.77% |
| Amara Raja Energy & Mobility Ltd | Capital Goods | Equity | 0.75% |
| Thermax Ltd. | Capital Goods | Equity | 0.71% |
| Max Financial Services Ltd. | Financial | Equity | 0.66% |
| Brigade Enterprises Ltd. | Construction | Equity | 0.61% |
| Praj Industries Ltd. | Capital Goods | Equity | 0.52% |
| Chennai Super Kings Ltd. | Services | Equity | 0.04% |
| Virtual Dynamics Software Ltd. | Technology | Equity | -- |
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 | +12.6% | +12.7% | +13.3% | +13.3% |
| 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) | |
|---|---|---|---|---|
Motilal Oswal ELSS Tax Saver Fund Direct Growth | +5.30% | +24.23% | 4,658.52 | |
SBI ELSS Tax Saver Fund Direct Growth | -1.34% | +20.17% | 31,093.90 | |
WhiteOak Capital ELSS Tax Saver Fund Direct Growth | +0.24% | +19.25% | 450.45 | |
HDFC ELSS Tax Saver Fund Direct Plan Growth | -4.76% | +17.24% | 15,559.49 | |
Parag Parikh ELSS Tax Saver Fund Direct Growth | -7.66% | +13.35% | 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 20 May 2026 is ₹518.30.
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,