1. Home
  2. Mutual Funds
16309
18076
Sundaram ELSS Tax Saver Fund - Direct (G)
10.41
-2.88
11.44
-0.38
1.13
4.22
-2.99
14.38
7
1.72
11.44
Sundaram ELSS Tax Saver Fund - Direct (G)
1.72
11.44
1.19
3.5
5 Years
Begin with SIP Invest One-Time
  • NAV

    539.93

    21 Aug 2026

  • -0.18%

     1 Day

  • 10.41%

    3Y CAGR returns

Scheme Compare One click to compare funds with our smart tool—analyze returns & more! Compare

  • ₹ 500

    Min SIP

  • ₹ 500

    Min Lumpsum

  • 1.79%

    Expense Ratio

  • 3

     Rating

  • 1,296 Cr

    Fund Size

  • 13 Years

    Fund Age

SIP Calculator

SIP One-Time
₹ ₹
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00
₹
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00
Invest Now

Scheme Performance

Returns and Ranks ( as on 21 Aug 2026 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • -2.88%
  • 10.41%
  • 11.44%
  • 14.38

Scheme Allocation

By Holding By Sector By Asset
6.80%
6.54%
4.15%
4.09%
3.73%
74.69%
View All

Advance Ratio

  • -1.59Alpha
  • 4.08SD
  • 0.90Beta
  • 0.36Sharpe

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

Peer Comparison

  • Fund Name
  • Fund Size (Cr.) - ₹ 379
  • Fund Size (Cr.) - ₹ 65
  • Fund Size (Cr.) - ₹ 23
  • Fund Size (Cr.) - ₹ 35
  • Fund Size (Cr.) - ₹ 40
View all schemes

More Funds from Sundaram Mutual Fund

18076
  • Fund Name

AMC Contact Details

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

Large Cap

  • Fund Name
View all funds

Mid Cap

Multi Cap

ELSS

Focused

Sectoral / Thematic

Small Cap

Dividend Yield

Ultra Short Duration

Liquid Mutual

Gilt Mutual

Long Duration

Overnight Mutual

Floater Mutual

Arbitrage Mutual

Equity Savings Mutual

Aggressive Hybrid Mutual

Other Calculators

Frequently Asked Questions

+91
By proceeding, you agree to all T&C*
Didn't receive the code? Resend

Open Free Demat Account

Be a part of 5paisa community - The first listed discount broker of India.

+91
Resend OTP

By proceeding, you agree to all T&C*

footer_form