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Sundaram ELSS Tax Saver Fund Direct
+8.86%
3Y annualised
+1.80% 1D
NAV: 05 Nov '26
₹529.21
Min. for SIP
₹500
Fund size (AUM)
₹1,212.49 Cr
Expense ratio
1.68%
Rating
2
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹58,783 | -2.03% | |
| 3 years | ₹1,80,000 | ₹1,81,685 | +0.94% | |
| 5 years | ₹3,00,000 | ₹3,56,066 | +18.69% | |
| 10 years | ₹6,00,000 | ₹10,84,315 | +80.72% |
Holdings (57)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| ICICI Bank Ltd | Financial | Equity | 6.44% |
| HDFC Bank Ltd | Financial | Equity | 5.78% |
| Axis Bank Ltd | Financial | Equity | 4.42% |
| Kirloskar Oil Engines Ltd | Industrials | Equity | 3.73% |
| Bharti Airtel Ltd | Technology | Equity | 3.72% |
| State Bank of India | Financial | Equity | 3.58% |
| Larsen & Toubro Ltd | Industrials | Equity | 3.47% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 3.39% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 3.27% |
| Infosys Ltd | Technology | Equity | 2.86% |
| Repo | Unspecified | Repo | 2.38% |
| Ultratech Cement Ltd | Materials | Equity | 2.35% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 2.22% |
| Zomato Ltd | Technology | Equity | 2.17% |
| Force Motors Ltd | Industrials | Equity | 1.97% |
| Indusind Bank Ltd | Financial | Equity | 1.82% |
| Thermax Ltd | Industrials | Equity | 1.70% |
| NTPC Ltd | Energy & Utilities | Equity | 1.67% |
| Zydus Lifesciences Ltd | Healthcare | Equity | 1.56% |
| Tata Motors Ltd | Industrials | Equity | 1.53% |
| Cummins India Ltd | Industrials | Equity | 1.46% |
| TVS Motor Company Ltd | Consumer Discretionary | Equity | 1.46% |
| Alkem Laboratories Ltd | Healthcare | Equity | 1.45% |
| Elecon Engineering Company Ltd | Industrials | Equity | 1.44% |
| United Spirits Ltd | Consumer Staples | Equity | 1.42% |
| Affle (India) Ltd | Industrials | Equity | 1.41% |
| Interglobe Aviation Ltd | Industrials | Equity | 1.40% |
| GAIL (India) Ltd | Energy & Utilities | Equity | 1.38% |
| Devyani International Ltd | Consumer Discretionary | Equity | 1.37% |
| ITC Ltd | Consumer Staples | Equity | 1.37% |
| Phoenix Mills Ltd | Real Estate | Equity | 1.36% |
| HCL Technologies Ltd | Technology | Equity | 1.34% |
| Hindustan Aeronautics Ltd | Industrials | Equity | 1.31% |
| Indegene Ltd. | Healthcare | Equity | 1.31% |
| Swiggy Ltd. | Technology | Equity | 1.25% |
| Tata Steel Ltd | Materials | Equity | 1.22% |
| IIFL Wealth Management Ltd | Financial | Equity | 1.20% |
| TATA CAPITAL LIMITED EQ | Financial | Equity | 1.19% |
| Ceat Ltd | Consumer Discretionary | Equity | 1.19% |
| Delhivery Ltd | Industrials | Equity | 1.15% |
| Whirlpool Of India Ltd | Consumer Discretionary | Equity | 1.12% |
| Jubilant FoodWorks Ltd | Consumer Discretionary | Equity | 1.11% |
| Union Bank of India | Financial | Equity | 1.09% |
| Mahindra & Mahindra Financial Services Ltd | Financial | Equity | 1.09% |
| Kalpataru Power Transmission Ltd | Industrials | Equity | 1.06% |
| Emami Ltd | Consumer Staples | Equity | 1.05% |
| JK Lakshmi Cement Ltd | Materials | Equity | 1.00% |
| Amber Enterprises India Ltd | Consumer Discretionary | Equity | 0.96% |
| IDFC First Bank Ltd | Financial | Equity | 0.95% |
| Max Financial Services Ltd | Financial | Equity | 0.92% |
| Billionbrains Garage Ventures Ltd. | Financial | Equity | 0.86% |
| Torrent Power Ltd | Energy & Utilities | Equity | 0.79% |
| LTIMindtree Ltd | Technology | Equity | 0.79% |
| Amara Raja Batteries Ltd | Consumer Discretionary | Equity | 0.69% |
| CHENNAI SUPER KINGS CRICKET LIMITED EQ NEW FV RE. 0.10/- | Consumer Discretionary | Equity | 0.05% |
| VIRTUAL DYNAMIC EQ | Technology | Equity | -- |
| Net Payables | Unspecified | Net Payables | -0.22% |
Minimum investments
Min. for 1st investment
₹500
Min. for 2nd investment
₹500
Min. for SIP
₹500
Returns and rankings
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +8.9% | +8.0% | +11.7% | +12.8% |
| Category average (Equity ELSS) | +11.9% | +10.1% | +13.5% | +17.0% |
| Rank (Equity ELSS) | 32 | 29 | 25 | -- |
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%.
Fund management
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 ₹77,566 Cr and the Latest NAV as of 05 Nov 2026 is ₹529.21.
The Sundaram ELSS Tax Saver Fund Direct is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹500.
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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₹77,566.02 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,