Sundaram ELSS Tax Saver Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹500

Sundaram ELSS Tax Saver Growth Direct Plan

NAV
₹508.1814
+0.33%
(19 Nov)
AUM
1,351 Cr
TER
1.66%
Risk
Very High Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+51.4%
+40.8%
+34.7%
+27.8%
+26.6%
+22.4%
3Y
+24.7%
+23.1%
+21.2%
+14.9%
+18.7%
+12.9%
5Y
+24.2%
+24.8%
+21.3%
+19.2%
+32.2%
+19.1%
ALL
+19.7%
+17.3%
+15.8%
+15.6%
+21.9%
+16.2%
VOL
17.1%
15.6%
16.6%
-
17.1%
16.9%
TER
0.7%
0.9%
1.1%
-
0.7%
1.7%
AUM
₹4,074 Cr
₹27,559 Cr
₹15,935 Cr
-
₹10,980 Cr
₹1,351 Cr
INFO
1.15
1.11
0.95
-
1.28
0.95
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Sundaram ELSS Tax Saver (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Aug
Top holdings
HDFC Bank Ltd
7.0%
ICICI Bank Ltd
5.8%
Reliance Industries Ltd
5.6%
Infosys Ltd
4.3%
Treps
3.2%
Axis Bank Ltd
2.6%
Sun Pharmaceuticals Industries Ltd
2.6%
State Bank of India
2.6%
Larsen & Toubro Ltd
2.5%
Bharti Airtel Ltd (Partly Paid Rs.1.25)
2.4%
Top industry exposure
Financial Services
30.4%
Industrials
12.5%
Consumer Cyclical
10.9%
Technology
9.8%
Healthcare
8.1%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
29%
Lock-in period
3Y
Exit load
No exit load
Fund objective
To build a high quality growth-oriented portfolio to provide long-term capital gains to the investors. The scheme aims at providing returns through capital appreciation.
Fund manager(s)
Sudhir Kedia
Rohit Seksaria

FAQs