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16309
18076
Sundaram ELSS Tax Saver Fund - Direct (G)
12.11
-2.74
12.14
0.12
-2.89
-5.38
-8.26
14.32
7
1.77
12.14
Sundaram ELSS Tax Saver Fund - Direct (G)
1.72
11.51
1.19
3.5
5 Years

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  • NAV

    519.85

    29 May 2026

  • -1.17%

     1 Day

  • 12.11%

    3Y CAGR returns

Note: Data shown is for Direct Plan. Our Platform offers Regular Plans only. Returns may differ due to expense ratio differences.
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  • ₹ 500

    Min SIP

  • ₹ 500

    Min Lumpsum

  • 1.64%

    Expense Ratio

  • 3

     Rating

  • 1,296 Cr

    Fund Size

  • 13 Years

    Fund Age

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  • Invested Amount
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  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00
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Scheme Performance

Returns and Ranks ( as on 29 May 2026 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • -2.74%
  • 12.11%
  • 12.14%
  • 14.32

By Holding By Sector By Asset
6.89%
5.76%
5.72%
4.37%
4.28%
72.98%
View All

  • -0.51Alpha
  • 3.92SD
  • 0.90Beta
  • 0.40Sharpe

Exit Load & Tax Implication

  • Exit Load
  • Nil
  • Tax implication
  • Returns redeemed within a year are taxed at 20%, while those held longer incur a 12.5% LTCG tax on gains over Rs 1.25 lakh per financial year.

Fund Objective

The objective of the scheme is 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 over the life of the scheme.

Fund Managers

S Bharath

Risk-o-meter

Low Low to
moderate Moderate Moderately
High High Very
High

  • Address :
  • Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai 600 014
    • Contact :
    • +91044-2858 3362/3367
    • Email ID :
    • customerservices@sundarammutual.com

Other Calculators

FAQs

Sundaram ELSS Tax Saver Fund - Direct (G) has delivered 16.92% since inception

The NAV of Sundaram ELSS Tax Saver Fund - Direct (G) is ₹523.034 as of 29 May 2026

The expense ratio of Sundaram ELSS Tax Saver Fund - Direct (G) is 1.64 % as of 29 May 2026

The AUM of Sundaram ELSS Tax Saver Fund - Direct (G) 1279.85 CR as of 29 May 2026

The minimum SIP amount of Sundaram ELSS Tax Saver Fund - Direct (G) is 500

The top stock holdings of Sundaram ELSS Tax Saver Fund - Direct (G) are

  1. HDFC Bank - 6.89%
  2. ICICI Bank - 5.76%
  3. TREPS - 5.72%
  4. Reliance Industr - 4.37%
  5. Axis Bank - 4.28%

The top sectors Sundaram ELSS Tax Saver Fund - Direct (G) has invested in are

  1. Banks - 24.71%
  2. IT-Software - 8.24%
  3. Pharmaceuticals & Biotech - 7.45%
  4. Petroleum Products - 6.63%
  5. Automobiles - 6.19%

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