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| NAV: 13 Dec 2024 | ₹541.20 |
| 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 | 23.9% | 15.8% | 20.3% | 15.4% |
| Category average | 28.0% | 17.6% | 20.4% | NA |
| Rank with in category | 33 | 30 | 24 | NA |
Understand terms
Peer Comparison
| Equity, ELSS funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
SBI Long Term Equity Fund Direct Plan Growth | 5 | 38.9% | 26.1% | 28,732.52 |
Franklin India ELSS Tax Saver Fund Direct Growth | 4 | 32.6% | 21.2% | 7,241.79 |
Parag Parikh ELSS Tax Saver Fund Direct Growth | 5 | 26.4% | 19.4% | 4,362.18 |
Quant ELSS Tax Saver Fund Direct Growth | 5 | 21.2% | 18.7% | 11,560.66 |
Bandhan ELSS Tax Saver Fund Direct Plan Growth | 4 | 22.1% | 17.8% | 7,353.93 |
Holdings (68)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
HDFC Bank Ltd. | Financial | Equity | 7.68% |
ICICI Bank Ltd. | Financial | Equity | 7.05% |
Reliance Industries Ltd. | Energy | Equity | 4.28% |
Infosys Ltd. | Technology | Equity | 3.98% |
Larsen & Toubro Ltd. | Construction | Equity | 3.08% |
Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 2.74% |
State Bank of India | Financial | Equity | 2.69% |
Axis Bank Ltd. | Financial | Equity | 2.67% |
Bharti Airtel Ltd. - (Partly Paid up Equity Shares (Rights Issue)) | Communication | PPE | 2.53% |
Force Motors Ltd. | Automobile | Equity | 2.27% |
Ultratech Cement Ltd. | Construction | Equity | 2.21% |
ITC Ltd. | Consumer Staples | Equity | 2.09% |
Interglobe Aviation Ltd. | Services | Equity | 1.89% |
Tata Consultancy Services Ltd. | Technology | Equity | 1.80% |
Tech Mahindra Ltd. | Technology | Equity | 1.76% |
ICRA Ltd. | Services | Equity | 1.76% |
Bank Of Baroda | Financial | Equity | 1.68% |
Bajaj Finance Ltd. | Financial | Equity | 1.63% |
Aurobindo Pharma Ltd. | Healthcare | Equity | 1.56% |
Blue Star Ltd. | Consumer Discretionary | Equity | 1.46% |
Jubilant FoodWorks Ltd. | Services | Equity | 1.35% |
PNB Housing Finance Ltd. | Financial | Equity | 1.34% |
Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 1.34% |
Laurus Labs Ltd. | Healthcare | Equity | 1.32% |
Multi Commodity Exchange Of India Ltd. | Services | Equity | 1.30% |
Hindustan Unilever Ltd. | Consumer Staples | Equity | 1.27% |
Bharti Airtel Ltd. | Communication | Equity | 1.25% |
Info Edge (India) Ltd. | Services | Equity | 1.21% |
United Breweries Ltd. | Consumer Staples | Equity | 1.21% |
Indusind Bank Ltd. | Financial | Equity | 1.17% |
Tata Motors Ltd. | Automobile | Equity | 1.17% |
ABB India Ltd. | Capital Goods | Equity | 1.15% |
Maruti Suzuki India Ltd. | Automobile | Equity | 1.15% |
Bharti Hexacom Ltd. | Communication | Equity | 1.14% |
Max Financial Services Ltd. | Financial | Equity | 1.11% |
Zomato Ltd. | Services | Equity | 1.11% |
The Federal Bank Ltd. | Financial | Equity | 1.09% |
Cipla Ltd. | Healthcare | Equity | 1.07% |
Kotak Mahindra Bank Ltd. | Financial | Equity | 1.06% |
Mankind Pharma Ltd. | Healthcare | Equity | 1.05% |
Delhivery Ltd. | Services | Equity | 1.05% |
Metropolis Healthcare Ltd. | Healthcare | Equity | 1.03% |
NTPC Ltd. | Energy | Equity | 0.99% |
Titan Company Ltd. | Consumer Discretionary | Equity | 0.97% |
United Spirits Ltd. | Consumer Staples | Equity | 0.94% |
Tata Consumer Products Ltd. | Consumer Staples | Equity | 0.89% |
Bata India Ltd. | Consumer Staples | Equity | 0.85% |
Kirloskar Oil Engines Ltd. | Capital Goods | Equity | 0.85% |
Pidilite Industries Ltd. | Chemicals | Equity | 0.84% |
GE Vernova T&D India Ltd. | Capital Goods | Equity | 0.79% |
Oil India Ltd. | Energy | Equity | 0.79% |
Kajaria Ceramics Ltd. | Construction | Equity | 0.76% |
Hindustan Aeronautics Ltd. | Capital Goods | Equity | 0.65% |
Cummins India Ltd. | Capital Goods | Equity | 0.65% |
GAIL (India) Ltd. | Energy | Equity | 0.61% |
Polycab India Ltd. | Capital Goods | Equity | 0.58% |
ICICI Prudential Life Insurance Company Ltd. | Insurance | Equity | 0.54% |
Apollo Tyres Ltd. | Automobile | Equity | 0.51% |
Hindustan Petroleum Corporation Ltd. | Energy | Equity | 0.51% |
Adani Ports and Special Economic Zone Ltd. | Services | Equity | 0.48% |
Schaeffler India Ltd. | Capital Goods | Equity | 0.46% |
Hyundai Motor India Ltd. | Automobile | Equity | 0.46% |
Waaree Energies Ltd. | Energy | Equity | 0.32% |
Dalmia Bharat Ltd. | Construction | Equity | 0.29% |
Oberoi Realty Ltd. | Construction | Equity | 0.28% |
Navin Fluorine International Ltd. | Chemicals | Equity | 0.17% |
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
Exit load is zero
Cons
Consistently lower annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y
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
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%.
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
NA
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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