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Sundaram ELSS Tax Saver Fund Direct
+14.13%
3Y annualised
-0.77% 1D
NAV: 13 Apr '26
₹521.11
Min. for SIP
₹500
Fund size (AUM)
₹1,183.44 Cr
Expense ratio
1.57%
Rating
3
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹57,894 | -3.51% | |
| 3 years | ₹1,80,000 | ₹1,93,823 | +7.68% | |
| 5 years | ₹3,00,000 | ₹3,79,492 | +26.50% | |
| 10 years | ₹6,00,000 | ₹11,67,130 | +94.52% |
Holdings (58)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 6.99% |
| ICICI Bank Ltd. | Financial | Equity | 6.02% |
| Reliance Industries Ltd. | Energy | Equity | 4.49% |
| Axis Bank Ltd. | Financial | Equity | 4.29% |
| Bharti Airtel Ltd. | Communication | Equity | 4.05% |
| State Bank of India | Financial | Equity | 3.89% |
| Infosys Ltd. | Technology | Equity | 3.69% |
| Larsen & Toubro Ltd. | Construction | Equity | 3.16% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 2.84% |
| Ultratech Cement Ltd. | Construction | Equity | 2.45% |
| Oil And Natural Gas Corporation Ltd. | Energy | Equity | 2.41% |
| Force Motors Ltd. | Automobile | Equity | 2.30% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 2.28% |
| Kirloskar Oil Engines Ltd. | Capital Goods | Equity | 2.20% |
| ITC Ltd. | Consumer Staples | Equity | 2.11% |
| NTPC Ltd. | Energy | Equity | 1.97% |
| Union Bank of India | Financial | Equity | 1.93% |
| Cipla Ltd. | Healthcare | Equity | 1.75% |
| Cummins India Ltd. | Capital Goods | Equity | 1.64% |
| Indusind Bank Ltd. | Financial | Equity | 1.53% |
| Alkem Laboratories Ltd. | Healthcare | Equity | 1.52% |
| Eternal Ltd. | Services | Equity | 1.51% |
| HCL Technologies Ltd. | Technology | Equity | 1.50% |
| Tata Consultancy Services Ltd. | Technology | Equity | 1.34% |
| United Spirits Ltd. | Consumer Staples | Equity | 1.31% |
| Tech Mahindra Ltd. | Technology | Equity | 1.30% |
| Delhivery Ltd. | Services | Equity | 1.29% |
| GAIL (India) Ltd. | Energy | Equity | 1.23% |
| PB Fintech Ltd. | Services | Equity | 1.21% |
| Swiggy Ltd. | Services | Equity | 1.20% |
| Varun Beverages Ltd. | Consumer Staples | Equity | 1.18% |
| Ambuja Cements Ltd. | Construction | Equity | 1.15% |
| Elecon Engineering Company Ltd. | Capital Goods | Equity | 1.13% |
| Emami Ltd. | Consumer Staples | Equity | 1.12% |
| Tata Motors Ltd. | Automobile | Equity | 1.12% |
| Torrent Power Ltd. | Energy | Equity | 1.11% |
| Jubilant FoodWorks Ltd. | Services | Equity | 1.08% |
| JK Lakshmi Cement Ltd. | Construction | Equity | 1.04% |
| Interglobe Aviation Ltd. | Services | Equity | 1.03% |
| Devyani International Ltd. | Services | Equity | 1.02% |
| Whirlpool Of India Ltd. | Consumer Discretionary | Equity | 1.02% |
| Hindustan Aeronautics Ltd. | Capital Goods | Equity | 1.01% |
| Indegene Ltd. | Healthcare | Equity | 0.99% |
| Affle 3I Ltd. | Technology | Equity | 0.98% |
| Metropolis Healthcare Ltd. | Healthcare | Equity | 0.91% |
| Amara Raja Energy & Mobility Ltd | Capital Goods | Equity | 0.87% |
| LTIMindtree Ltd. | Technology | Equity | 0.80% |
| Deepak Nitrite Ltd. | Chemicals | Equity | 0.76% |
| Amber Enterprises India Ltd. | Consumer Discretionary | Equity | 0.70% |
| Praj Industries Ltd. | Capital Goods | Equity | 0.70% |
| Tata Steel Ltd. | Metals & Mining | Equity | 0.58% |
| Thermax Ltd. | Capital Goods | Equity | 0.55% |
| Brigade Enterprises Ltd. | Construction | Equity | 0.55% |
| Billionbrains Garage Ventures Ltd. | Financial | Equity | 0.51% |
| Max Financial Services Ltd. | Financial | Equity | 0.50% |
| Trent Ltd. | Services | Equity | 0.45% |
| Chennai Super Kings Ltd. | Services | Equity | 0.05% |
| 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 | +14.1% | +14.1% | +13.4% | +13.4% |
| Category average (Equity ELSS) | +16.4% | +16.5% | +14.0% | -- |
| Rank (Equity ELSS) | 27 | 22 | -- | -- |
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
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
Motilal Oswal ELSS Tax Saver Fund Direct Growth | +18.43% | +25.00% | 3,968.68 | |
SBI ELSS Tax Saver Fund Direct Growth | +7.09% | +21.61% | 28,441.43 | |
WhiteOak Capital ELSS Tax Saver Fund Direct Growth | +7.75% | +20.20% | 402.93 | |
HDFC ELSS Tax Saver Fund Direct Plan Growth | +5.57% | +18.87% | 14,615.19 | |
Parag Parikh ELSS Tax Saver Fund Direct Growth | +2.39% | +14.91% | 5,260.64 | |
| Compare | ||||
Fund management
BSBharath S.Jun 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 ₹67,022 Cr and the Latest NAV as of 13 Apr 2026 is ₹521.11.
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₹67,021.82 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,