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| NAV: 23 May 2025 | ₹530.89 |
| Min. SIP amount | ₹500 |
| Rating | 3 |
| Fund size | ₹1,327.56Cr |
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Returns and rankings
Category: Equity ELSS
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 7.1% | 18.7% | 26.0% | 14.6% |
| Category average | 6.4% | 19.9% | 25.5% | NA |
| Rank with in category | 28 | 27 | 22 | NA |
Understand terms
Peer Comparison
| Equity, ELSS funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
SBI Long Term Equity Fund Direct Plan Growth | 5 | 8.2% | 28.9% | 28,506.07 |
HDFC ELSS Tax Saver Fund Direct Plan Growth | 5 | 12.5% | 26.2% | 16,232.40 |
Parag Parikh ELSS Tax Saver Fund Direct Growth | 5 | 15.8% | 22.1% | 5,084.67 |
Quantum ELSS Tax Saver Fund Direct Growth | 4 | 10.5% | 21.4% | 215.65 |
Bandhan ELSS Tax Saver Fund Direct Plan Growth | 4 | 5.2% | 19.6% | 6,806.11 |
Holdings (67)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
HDFC Bank Ltd. | Financial | Equity | 9.34% |
ICICI Bank Ltd. | Financial | Equity | 7.92% |
Reliance Industries Ltd. | Energy | Equity | 4.59% |
Axis Bank Ltd. | Financial | Equity | 3.27% |
Larsen & Toubro Ltd. | Construction | Equity | 3.17% |
State Bank of India | Financial | Equity | 3.16% |
Infosys Ltd. | Technology | Equity | 3.12% |
ITC Ltd. | Consumer Staples | Equity | 3.05% |
Ultratech Cement Ltd. | Construction | Equity | 2.37% |
Hindustan Unilever Ltd. | Consumer Staples | Equity | 2.21% |
Bharti Airtel Ltd. - (Partly Paid up Equity Shares (Rights Issue)) | Communication | PPE | 2.05% |
Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 1.85% |
Maruti Suzuki India Ltd. | Automobile | Equity | 1.85% |
Kotak Mahindra Bank Ltd. | Financial | Equity | 1.73% |
Force Motors Ltd. | Automobile | Equity | 1.61% |
Aurobindo Pharma Ltd. | Healthcare | Equity | 1.60% |
Tata Consultancy Services Ltd. | Technology | Equity | 1.60% |
Indusind Bank Ltd. | Financial | Equity | 1.52% |
Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 1.49% |
Bharti Airtel Ltd. | Communication | Equity | 1.26% |
Metropolis Healthcare Ltd. | Healthcare | Equity | 1.26% |
UPL Ltd. | Chemicals | Equity | 1.22% |
ICRA Ltd. | Services | Equity | 1.21% |
Bata India Ltd. | Consumer Staples | Equity | 1.17% |
Apollo Hospitals Enterprise Ltd. | Healthcare | Equity | 1.10% |
Cipla Ltd. | Healthcare | Equity | 1.09% |
The Federal Bank Ltd. | Financial | Equity | 1.07% |
Tata Consumer Products Ltd. | Consumer Staples | Equity | 1.06% |
United Spirits Ltd. | Consumer Staples | Equity | 1.04% |
GAIL (India) Ltd. | Energy | Equity | 1.03% |
PI Industries Ltd. | Chemicals | Equity | 1.01% |
Jubilant FoodWorks Ltd. | Services | Equity | 1.01% |
Interglobe Aviation Ltd. | Services | Equity | 0.99% |
Bajaj Finance Ltd. | Financial | Equity | 0.98% |
Eternal Ltd. | Services | Equity | 0.96% |
Info Edge (India) Ltd. | Services | Equity | 0.96% |
Ambuja Cements Ltd. | Construction | Equity | 0.93% |
Tata Motors Ltd. | Automobile | Equity | 0.92% |
Delhivery Ltd. | Services | Equity | 0.92% |
Praj Industries Ltd. | Capital Goods | Equity | 0.91% |
NTPC Ltd. | Energy | Equity | 0.87% |
Blue Star Ltd. | Consumer Discretionary | Equity | 0.84% |
Tech Mahindra Ltd. | Technology | Equity | 0.84% |
Pidilite Industries Ltd. | Chemicals | Equity | 0.82% |
Mahindra & Mahindra Ltd. | Automobile | Equity | 0.82% |
Swiggy Ltd. | Services | Equity | 0.79% |
Computer Age Management Services Ltd. | Services | Equity | 0.79% |
GE Vernova T&D India Ltd. | Capital Goods | Equity | 0.71% |
Hindustan Aeronautics Ltd. | Capital Goods | Equity | 0.70% |
Oil India Ltd. | Energy | Equity | 0.70% |
Apollo Tyres Ltd. | Automobile | Equity | 0.69% |
Kirloskar Oil Engines Ltd. | Capital Goods | Equity | 0.56% |
Max Financial Services Ltd. | Financial | Equity | 0.54% |
Supreme Industries Ltd. | Chemicals | Equity | 0.53% |
Kajaria Ceramics Ltd. | Construction | Equity | 0.52% |
Hindustan Petroleum Corporation Ltd. | Energy | Equity | 0.51% |
Neuland Laboratories Ltd. | Healthcare | Equity | 0.50% |
Affle 3I Ltd. | Technology | Equity | 0.50% |
Schaeffler India Ltd. | Capital Goods | Equity | 0.47% |
ICICI Prudential Life Insurance Company Ltd. | Insurance | Equity | 0.46% |
Hyundai Motor India Ltd. | Automobile | Equity | 0.44% |
Adani Ports and Special Economic Zone Ltd. | Services | Equity | 0.43% |
Dalmia Bharat Ltd. | Construction | Equity | 0.31% |
Mankind Pharma Ltd. | Healthcare | Equity | 0.23% |
United Breweries Ltd. | Consumer Staples | Equity | 0.12% |
Chennai Super Kings Ltd. | Services | Equity | 0.04% |
Virtual Dynamics Software Ltd. | Technology | Equity | 0.00% |
See All
Pros and cons
Category: Equity ELSS
Pros
1Y and 5Y annualised returns higher than category average
Higher alpha: 1.23
The fund has generated returns higher than benchmark - NIFTY 500 Total Return Index - in the last 3Y
Exit load is zero
Cons
3Y and 10Y annualised returns lower than category average
Lock-in period: 3Y
Higher expense ratio: 1.71%
Expense ratio, exit load and tax
Expense ratio: 1.71%
Inclusive of GST
Exit load
Nil
Stamp duty
0.005% (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.
Understand terms
Check past data
Minimum investment amounts
| Min. for 1st investment | ₹500 |
| Min. for 2nd investment onwards | ₹500 |
| Min. for SIP | ₹500 |
Fund management
Sudhir KediaOct 2019 - PresentView details
Sudhir Kedia
Oct 2019 - Present
View details
Education
Mr. Kedia is CA, CMA and MBA.
Experience
Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, Mirae Asset Mutual Fund and ASK investment.
Also manages these schemes
Rohit SeksariaJan 2022 - PresentView details
Rohit Seksaria
Jan 2022 - Present
View details
Education
Mr. Seksaria is CS, CA & has done MBA from IIM Ahmedabad
Experience
Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte 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
Standard Chartered Bank
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 ELSS Tax Saver Fund Direct
VS
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Vaishnavi Tech Park, South Tower, 3rd Floor
Sarjapur Main Road, Bellandur
Bengaluru – 560103
Karnataka
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