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| NAV: 14 Nov 2024 | ₹508.79 |
| 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 | 24.2% | 12.2% | 19.2% | 14.9% |
| Category average | 35.0% | 15.4% | 19.4% | NA |
| Rank with in category | 33 | 30 | 22 | NA |
Understand terms
Peer Comparison
| Equity, ELSS funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
SBI Long Term Equity Fund Direct Plan Growth | 5 | 42.2% | 21.9% | 28,732.52 |
Parag Parikh ELSS Tax Saver Fund Direct Growth | 5 | 29.5% | 18.3% | 4,362.18 |
Quant ELSS Tax Saver Fund Direct Growth | 5 | 29.1% | 18.0% | 11,560.66 |
Franklin India ELSS Tax Saver Fund Direct Growth | 4 | 33.5% | 17.1% | 7,241.79 |
Bandhan ELSS Tax Saver Fund Direct Plan Growth | 4 | 24.6% | 14.7% | 7,353.93 |
Holdings (74)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
HDFC Bank Ltd. | Financial | Equity | 7.03% |
ICICI Bank Ltd. | Financial | Equity | 5.76% |
Reliance Industries Ltd. | Energy | Equity | 5.56% |
Infosys Ltd. | Technology | Equity | 4.31% |
Axis Bank Ltd. | Financial | Equity | 2.59% |
Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 2.58% |
State Bank of India | Financial | Equity | 2.57% |
Larsen & Toubro Ltd. | Construction | Equity | 2.52% |
Bharti Airtel Ltd. - (Partly Paid up Equity Shares (Rights Issue)) | Communication | PPE | 2.39% |
Force Motors Ltd. | Automobile | Equity | 2.30% |
Tata Motors Ltd. | Automobile | Equity | 2.27% |
Interglobe Aviation Ltd. | Services | Equity | 2.16% |
Tech Mahindra Ltd. | Technology | Equity | 2.03% |
Tata Consultancy Services Ltd. | Technology | Equity | 1.98% |
Bajaj Finance Ltd. | Financial | Equity | 1.63% |
Bank Of Baroda | Financial | Equity | 1.61% |
Ultratech Cement Ltd. | Construction | Equity | 1.52% |
Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 1.46% |
Jubilant FoodWorks Ltd. | Services | Equity | 1.46% |
Hindustan Unilever Ltd. | Consumer Staples | Equity | 1.44% |
ICRA Ltd. | Services | Equity | 1.40% |
Blue Star Ltd. | Consumer Discretionary | Equity | 1.35% |
Maruti Suzuki India Ltd. | Automobile | Equity | 1.32% |
PNB Housing Finance Ltd. | Financial | Equity | 1.30% |
ABB India Ltd. | Capital Goods | Equity | 1.29% |
United Breweries Ltd. | Consumer Staples | Equity | 1.24% |
Info Edge (India) Ltd. | Services | Equity | 1.20% |
Cipla Ltd. | Healthcare | Equity | 1.20% |
Bharti Airtel Ltd. | Communication | Equity | 1.18% |
Oil India Ltd. | Energy | Equity | 1.18% |
Aurobindo Pharma Ltd. | Healthcare | Equity | 1.16% |
Zomato Ltd. | Services | Equity | 1.10% |
Bharti Hexacom Ltd. | Communication | Equity | 1.10% |
Avenue Supermarts Ltd. | Services | Equity | 1.05% |
Kotak Mahindra Bank Ltd. | Financial | Equity | 1.05% |
Titan Company Ltd. | Consumer Discretionary | Equity | 1.01% |
The Federal Bank Ltd. | Financial | Equity | 1.00% |
Multi Commodity Exchange Of India Ltd. | Services | Equity | 0.99% |
Kirloskar Oil Engines Ltd. | Capital Goods | Equity | 0.95% |
Mankind Pharma Ltd. | Healthcare | Equity | 0.94% |
Dr. Reddy's Laboratories Ltd. | Healthcare | Equity | 0.90% |
Max Financial Services Ltd. | Financial | Equity | 0.89% |
Tata Consumer Products Ltd. | Consumer Staples | Equity | 0.82% |
Pidilite Industries Ltd. | Chemicals | Equity | 0.80% |
Ipca Laboratories Ltd. | Healthcare | Equity | 0.78% |
BEML Ltd. | Capital Goods | Equity | 0.78% |
Tata Steel Ltd. | Metals & Mining | Equity | 0.75% |
GAIL (India) Ltd. | Energy | Equity | 0.70% |
Hindustan Aeronautics Ltd. | Capital Goods | Equity | 0.69% |
Delhivery Ltd. | Services | Equity | 0.69% |
Bata India Ltd. | Consumer Staples | Equity | 0.67% |
Cummins India Ltd. | Capital Goods | Equity | 0.66% |
Indusind Bank Ltd. | Financial | Equity | 0.61% |
Sterling and Wilson Renewable Energy Ltd. | Capital Goods | Equity | 0.60% |
Britannia Industries Ltd. | Consumer Staples | Equity | 0.58% |
Polycab India Ltd. | Capital Goods | Equity | 0.58% |
Suven Pharmaceuticals Ltd. | Healthcare | Equity | 0.58% |
ITC Ltd. | Consumer Staples | Equity | 0.57% |
United Spirits Ltd. | Consumer Staples | Equity | 0.54% |
Hindustan Petroleum Corporation Ltd. | Energy | Equity | 0.53% |
Clean Science And Technology Ltd. | Chemicals | Equity | 0.53% |
ICICI Prudential Life Insurance Company Ltd. | Insurance | Equity | 0.53% |
Schaeffler India Ltd. | Capital Goods | Equity | 0.50% |
Adani Ports and Special Economic Zone Ltd. | Services | Equity | 0.49% |
CE Info Systems Ltd. | Technology | Equity | 0.49% |
Oberoi Realty Ltd. | Construction | Equity | 0.48% |
Zydus Wellness Ltd. | Consumer Staples | Equity | 0.47% |
Coforge Ltd. | Technology | Equity | 0.40% |
Kajaria Ceramics Ltd. | Construction | Equity | 0.38% |
Sapphire Foods India Ltd. | Services | Equity | 0.31% |
Dalmia Bharat Ltd. | Construction | Equity | 0.28% |
Navin Fluorine International Ltd. | Chemicals | Equity | 0.16% |
Chennai Super Kings Ltd. | Services | Equity | 0.01% |
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: 1.64%
Low rating: 2
Expense ratio, exit load and tax
Expense ratio: 1.64%
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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