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NAV: 04 Sep 2025
₹220.09
Rating
NA
Min. SIP amount
Not Supported
Fund size
₹1,488.71Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (42)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
HDFC Bank Ltd. | Financial | Equity | 9.82% |
ICICI Bank Ltd. | Financial | Equity | 8.79% |
Reliance Industries Ltd. | Energy | Equity | 4.71% |
Axis Bank Ltd. | Financial | Equity | 3.62% |
Larsen & Toubro Ltd. | Construction | Equity | 3.37% |
Bharti Airtel Ltd. | Communication | Equity | 3.29% |
State Bank of India | Financial | Equity | 3.18% |
Infosys Ltd. | Technology | Equity | 3.10% |
ITC Ltd. | Consumer Staples | Equity | 2.89% |
Ultratech Cement Ltd. | Construction | Equity | 2.63% |
Hindustan Unilever Ltd. | Consumer Staples | Equity | 2.32% |
Force Motors Ltd. | Automobile | Equity | 2.25% |
Maruti Suzuki India Ltd. | Automobile | Equity | 2.03% |
NTPC Ltd. | Energy | Equity | 1.76% |
Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 1.72% |
Tata Consultancy Services Ltd. | Technology | Equity | 1.52% |
Metropolis Healthcare Ltd. | Healthcare | Equity | 1.47% |
Tata Motors Ltd. | Automobile | Equity | 1.47% |
Swiggy Ltd. | Services | Equity | 1.46% |
Indusind Bank Ltd. | Financial | Equity | 1.45% |
GAIL (India) Ltd. | Energy | Equity | 1.43% |
Ambuja Cements Ltd. | Construction | Equity | 1.34% |
Eternal Ltd. | Services | Equity | 1.30% |
UPL Ltd. | Chemicals | Equity | 1.27% |
The Federal Bank Ltd. | Financial | Equity | 1.26% |
Tata Consumer Products Ltd. | Consumer Staples | Equity | 1.23% |
Apollo Hospitals Enterprise Ltd. | Healthcare | Equity | 1.16% |
PI Industries Ltd. | Chemicals | Equity | 1.14% |
Cipla Ltd. | Healthcare | Equity | 1.14% |
Mahindra & Mahindra Ltd. | Automobile | Equity | 1.08% |
Apollo Tyres Ltd. | Automobile | Equity | 1.01% |
Hyundai Motor India Ltd. | Automobile | Equity | 1.01% |
Jubilant FoodWorks Ltd. | Services | Equity | 0.97% |
Hindustan Petroleum Corporation Ltd. | Energy | Equity | 0.97% |
Kotak Mahindra Bank Ltd. | Financial | Equity | 0.93% |
Praj Industries Ltd. | Capital Goods | Equity | 0.92% |
Kajaria Ceramics Ltd. | Construction | Equity | 0.91% |
Bata India Ltd. | Consumer Staples | Equity | 0.88% |
United Spirits Ltd. | Consumer Staples | Equity | 0.86% |
Tech Mahindra Ltd. | Technology | Equity | 0.82% |
Oil India Ltd. | Energy | Equity | 0.81% |
GE Vernova T&D India Ltd. | Capital Goods | Equity | 0.73% |
See All
Minimum investment amounts
| Min. for 1st investment | Not Supported |
| Min. for 2nd investment onwards | Not Supported |
| Min. for SIP | Not Supported |
Returns and rankings
Category: Equity ELSS
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | -0.5% | 12.8% | 18.5% | 15.8% |
| Category average | -3.4% | 16.5% | 20.1% | NA |
| Rank with in category | 23 | 27 | 29 | NA |
Understand terms
Peer Comparison
| Equity, ELSS funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
SBI ELSS Tax Saver Fund Growth | 5 | -3.4% | 23.5% | 30,271.16 |
HDFC ELSS Tax Saver Fund Growth | 5 | 2.1% | 21.6% | 16,579.03 |
Parag Parikh ELSS Tax Saver Fund Growth | 5 | 2.6% | 18.6% | 5,538.01 |
Franklin India ELSS Tax Saver Fund Growth | 4 | -3.6% | 18.3% | 6,705.56 |
Nippon India ELSS Tax Saver Fund Growth | 4 | -3.2% | 17.2% | 15,338.90 |
Expense ratio, exit load and tax
Expense ratio: 2.20%
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
Fund management
Bharath S.Jun 2025 - PresentView details
Bharath S.
Jun 2025 - Present
View details
Education
Mr. Bharath is a B Com (H), MBA and ICWA.
Experience
Prior to joining Sundaram Mutual Fund he has worked with Navia Markets 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
Stock Holding Corp. of India Ltd.
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
www.karvymfs.comCompare funds
Sundaram Diversified Equity Fund Growth
VS
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