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Home Mf Research Sundaram Elss Tax Saver Fund Regular Plan Growth
SUNDARAM MUTUAL FUND

Mutual Fund Research

Sundaram ELSS Tax Saver Fund - Regular Plan - Growth

SUNDARAM MUTUAL FUND Equity Equity Elss

Fund Performance

-
-
Historical NAV
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • SI

SIP Returns

Historical performance of a ₹1,000 monthly SIP

Historical data
Investment Period SIP Start Date Amount Invested Current Value Absolute Return
One Week 2026-10-27 ₹1,000.00 ₹1,034.71 +3.47%
Two Week 2026-10-19 ₹1,000.00 ₹1,019.07 +1.91%
One Month 2026-10-05 ₹1,000.00 ₹1,021.22 +2.12%
Three Months 2026-08-05 ₹3,000.00 ₹2,932.18 -2.26%
Six Months 2026-05-07 ₹6,000.00 ₹5,854.09 -2.43%
One Year 2025-11-03 ₹12,000.00 ₹11,536.64 -3.86%
Three Year 2023-11-06 ₹36,000.00 ₹35,885.17 -0.32%
Since Inception 2021-12-30 ₹59,000.00 ₹68,554.47 +16.19%

Past returns are historical, not guaranteed. SIP values depend on the dates and NAVs used.

Return Calculator

Explore SIP and one-time investment scenarios

₹1,000₹50,000
Investment Duration

Projection uses the selected fund return as an annualized assumption. It does not predict future performance.

Estimated Investment Summary

Investment
₹0
Maturity Value
₹0
Abs. Returns
₹0
Assumed Annual Return
0%

Illustrative values only. Market returns are not fixed or guaranteed.

Portfolio Allocation

Explore asset allocation, sector exposure and company holdings.

Equity
N/A
Debt
N/A
Others
N/A

Sector Allocation

Distribution across different sectors

Banks 27.33%
Automobiles 5.65%
Industrial Products 5.19%
It - Software 4.99%
Construction 4.53%
Telecom - Services 3.72%
Retailing 3.42%
Petroleum Products 3.39%
Cement & Cement Products 3.35%
Electrical Equipment 3.14%
Pharmaceuticals & Biotechnology 3.01%
Transport Services 2.55%
Leisure Services 2.53%
Power 2.46%
Finance 2.28%
Other 2.16%
Consumer Durables 2.08%
Capital Markets 2.06%
Auto Components 1.88%
Agricultural, Commercial & Construction Vehicles 1.53%
Beverages 1.42%
It - Services 1.41%
Gas 1.38%
Diversified Fmcg 1.37%
Realty 1.36%
Aerospace & Defense 1.31%
Healthcare Services 1.31%
Ferrous Metals 1.22%
Personal Products 1.05%
Insurance 0.92%

Top Holdings

Company-wise portfolio exposure

ICICI Bank Ltd 6.44%
HDFC Bank Ltd 5.78%
Axis Bank Ltd 4.42%
Kirloskar Oil Engines Ltd 3.73%
Bharti Airtel Ltd 3.72%
State Bank of India 3.58%
Larsen & Toubro Ltd 3.47%
Reliance Industries Ltd 3.39%
Kotak Mahindra Bank Ltd 3.27%
Infosys Ltd 2.86%
Ultratech Cement Ltd 2.35%
Mahindra & Mahindra Ltd 2.22%
Eternal Ltd (Previously Zomato Ltd) 2.17%
Force Motors Ltd 1.97%
IndusInd Bank Ltd 1.82%
Thermax Ltd 1.70%
NTPC LTD 1.67%
Zydus Lifesciences Ltd 1.56%
TATA Motors Ltd 1.53%
Cummins India Ltd 1.46%
TVS Motor Company Ltd 1.46%
Alkem Laboratories Ltd 1.45%
Elecon Engineering Company Ltd 1.44%
United Spirits Ltd 1.42%
Affle (India) Ltd 1.41%
Interglobe Aviation Ltd 1.40%
GAIL (India) Ltd 1.38%
Devyani international limited 1.37%
ITC Ltd 1.37%
The Phoenix Mills Ltd 1.36%
HCL Technologies Ltd 1.34%
Hindustan Aeronautics Ltd 1.31%
Indegene Limited 1.31%
Swiggy Ltd 1.25%
Tata Steel Ltd 1.22%
360 ONE WAM Ltd (Prev IIFL Wealth Management Ltd) 1.20%
Tata Capital Ltd 1.19%
Ceat Ltd 1.19%
Delhivery Ltd 1.15%
Whirlpool of India Ltd 1.12%
Jubilant Foodworks Ltd 1.11%
Union Bank of India 1.09%
Mahindra & Mahindra Financial Services Ltd 1.09%
Kalpataru Projects International Ltd 1.06%
Emami Ltd 1.05%
JK Lakshmi Cement Ltd 1.00%
Amber Enterprises India Ltd 0.96%
IDFC First Bank Ltd 0.95%
Max Financial Services Ltd 0.92%
Billionbrains Garage Ventures Ltd 0.86%
Torrent Power Ltd 0.79%
LTIMindtree Ltd 0.79%
Amara Raja Energy & Mobility Ltd 0.69%
Chennai Super Kings Ltd @ 0.05%
Virtual Dynamics Software Ltd @ 0.00%
TREPS 2.38%
Cash and Other Net Current Assets -0.22%

Risk Ratios & Analysis

Understand the fund’s volatility, benchmark exposure and redemption characteristics.

σ
Standard Deviation
14.10%
Return volatility
β
Beta
0.9
Benchmark sensitivity
S
Sharpe Ratio
0.3
Risk-adjusted return
↗
Lock-in Period
36 months
Redemption restriction
◷
Residual Maturity
N/A
Time to maturity

Scheme Riskometer

Published risk classification for this scheme

Principal risk level

Investors understand that their principal will be at

Very High Risk

Low
Low to Moderate
Moderate
Moderately High
High
Very High

Riskometer is a scheme risk classification, not a prediction of future performance.

Peer Comparison

Compare similar mutual funds by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Quant ELSS Tax Saver Fund - Regular Plan - Growth 4.44% 13.26% 13.99%
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth -0.17% 18.30% 15.21%
JM ELSS - Tax Saver Fund - Regular Plan - Growth -1.22% 13.77% 8.99%
HSBC ELSS Tax Saver Fund - Regular Plan - Growth -1.79% 14.31% 13.42%
Aditya Birla Sun Life ELSS Tax Saver Fund - (ELSS U/S 80C Of IT Act) - Growth Lsp - Regular Plan - Growth -2.19% 10.28% 15.02%
Bank Of India ELSS Tax Saver Fund - Regular Plan - Growth -2.20% 10.63% 17.43%
Bank Of India ELSS Tax Saver Fund - Regular Plan - Growth -2.42% 10.68% 16.95%
Baroda Bnp Paribas ELSS Tax Saver Fund - Regular Plan - Growth -2.55% 13.10% 11.45%
Tata ELSS - Tax Saver Fund - Regular Plan - Growth -2.67% 10.67% 13.13%
Whiteoak Capital - ELSS Tax Saver Fund - Regular Plan - Growth -2.72% 13.53% 14.53%

Returns are historical and do not guarantee future performance.

View All Equity Elss Funds

Fund Family

Compare schemes from SUNDARAM MUTUAL FUND by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Sundaram Global Brand Theme-Equity Active FOF - Regular Plan - Growth 16.72% 18.97% 8.06%
Sundaram Liquid Fund - Regular Plan - Growth 6.31% 6.74% 27.33%
Sundaram Arbitrage Fund - Regular Plan - Growth 6.26% 6.43% 5.95%
Sundaram Money Market Fund - Regular Plan - Growth 6.21% 7.06% 6.20%
Sundaram Overnight Fund - Regular Plan - Growth 5.13% 5.89% 5.12%
Sundaram Ultra Short Term Fund - Regular Plan - Growth 5.13% 5.90% 35.03%
Sundaram Ultra Short To Short Term Fund - Regular Plan - Growth 4.86% 6.40% 29.57%
Sundaram Short Term Fund - Regular Plan - Growth 4.25% 6.68% 5.99%
Sundaram Banking And PSU Debt Fund - Regular Plan - Growth 3.86% 6.67% 7.20%
Sundaram Corporate Bond Fund - Regular Plan - Growth 3.49% 6.57% 6.84%

Returns are historical and do not guarantee future performance.

View All SUNDARAM MUTUAL FUND Funds

Scheme Objective

The investment mandate and purpose of this scheme

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.

Scheme Details

Investment requirements and key fund information

Fund Information

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio (Regular)
2.31%
Expense Ratio (Direct)
1.78%
Lock-in Period
36 months
Fund Age
N/A
Benchmark
Nifty 500 TRI

Exit Load

Charges that may apply when you redeem units

Nil (Lock-in period for 36 months)
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