Sundaram ELSS Tax Saver Fund – Direct Growth

Equity · ELSS
 · ★★★
₹ 500
Min SIP
₹ 500
Min Lumpsum
1.65 %
Expense Ratio
★★★
Rating
1,279
Fund Size (in Cr)
11 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 14 June 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 35.2% 19.1% 18.9% 16.8%
Category Average 39.5% 19.1% 19.4% -

Scheme Allocation

By Holding
By Sector
By Asset
7.25%
5.79%
3.44%
Others
74.51%
View all Holdings
Holdings Sector Instrument Asset
HDFC Bank Banks Equity 7.25%
Reliance Industr Refineries Equity 6.12%
ICICI Bank Banks Equity 5.79%
Infosys IT - Software Equity 3.44%
St Bk of India Banks Equity 2.88%
Axis Bank Banks Equity 2.82%
Force Motors Automobile Equity 2.66%
Larsen & Toubro Infrastructure Developers & Operators Equity 2.55%
Sun Pharma.Inds. Pharmaceuticals Equity 2.28%
Bharti Airtel PP Telecomm-Service Equity 2.18%
Avenue Super. Retail Equity 2.08%
Tata Motors Automobile Equity 2.08%
Interglobe Aviat Air Transport Service Equity 2.06%
Bank of Baroda Banks Equity 1.88%
TCS IT - Software Equity 1.76%
Tech Mahindra IT - Software Equity 1.68%
Bajaj Finance Finance Equity 1.67%
A B B Capital Goods - Electrical Equipment Equity 1.49%
UltraTech Cem. Cement Equity 1.47%
Maruti Suzuki Automobile Equity 1.45%
ICRA Credit Rating Agencies Equity 1.45%
Cholaman.Inv.&Fn Finance Equity 1.38%
Blue Star Consumer Durables Equity 1.38%
Hind. Unilever FMCG Equity 1.33%
United Breweries Alcoholic Beverages Equity 1.24%
Jubilant Food. Quick Service Restaurant Equity 1.22%
BEML Ltd Aerospace & Defence Equity 1.2%
Cipla Pharmaceuticals Equity 1.15%
Bharti Airtel Telecomm-Service Equity 1.13%
Kotak Mah. Bank Banks Equity 1.09%
Pidilite Inds. Chemicals Equity 1.02%
Titan Company Diamond, Gems and Jewellery Equity 1.01%
Bharti Hexacom Telecomm-Service Equity 0.99%
Info Edg.(India) E-Commerce/App based Aggregator Equity 0.98%
Kirloskar Oil Capital Goods-Non Electrical Equipment Equity 0.97%
Multi Comm. Exc. Financial Services Equity 0.96%
Aurobindo Pharma Pharmaceuticals Equity 0.96%
Federal Bank Banks Equity 0.91%
Tata Steel Steel Equity 0.9%
Mankind Pharma Pharmaceuticals Equity 0.89%
Coforge IT - Software Equity 0.87%
Max Financial Finance Equity 0.84%
Dr Reddy's Labs Pharmaceuticals Equity 0.81%
Canara Bank Banks Equity 0.8%
Tata Consumer Plantation & Plantation Products Equity 0.76%
Ipca Labs. Pharmaceuticals Equity 0.72%
Cummins India Capital Goods-Non Electrical Equipment Equity 0.69%
Bata India Leather Equity 0.69%
Sterling & Wils. Engineering Equity 0.69%
IndusInd Bank Banks Equity 0.69%
Polycab India Cables Equity 0.63%
Zomato Ltd E-Commerce/App based Aggregator Equity 0.62%
Union Bank (I) Banks Equity 0.6%
Asian Paints Paints/Varnish Equity 0.59%
Britannia Inds. FMCG Equity 0.57%
Nestle India FMCG Equity 0.55%
Oberoi Realty Realty Equity 0.54%
ITC Tobacco Products Equity 0.53%
Adani Ports Marine Port & Services Equity 0.53%
Clean Science Chemicals Equity 0.51%
H P C L Refineries Equity 0.5%
C.E. Info System IT - Software Equity 0.49%
Zydus Wellness FMCG Equity 0.48%
United Spirits Alcoholic Beverages Equity 0.47%
Schaeffler India Bearings Equity 0.4%
Suven Pharma Pharmaceuticals Equity 0.37%
Can Fin Homes Finance Equity 0.35%
Sapphire Foods Quick Service Restaurant Equity 0.29%
Dalmia BharatLtd Cement Equity 0.29%
Alkem Lab Pharmaceuticals Equity 0.26%
Navin Fluo.Intl. Chemicals Equity 0.17%
Chennai Super - Equity 0.01%
Virtual Dynamics - Equity 0%
Banks
24.71%
IT-Software
8.24%
Pharmaceuticals & Biotech
7.45%
Petroleum Products
6.63%
Automobiles
6.19%
Others
46.78%
View all Sectors
Sectors Asset
Banks 24.71%
IT-Software 8.24%
Pharmaceuticals & Biotech 7.45%
Petroleum Products 6.63%
Automobiles 6.19%
Telecom-Services 4.3%
Retailing 3.68%
Consumer Durables 3.67%
Finance 3.4%
Debt 3.28%
Construction 3.24%
Capital Markets 2.41%
Industrial Products 2.3%
Transport Services 2.06%
Diversified FMCG 1.86%
Cement & Cement Products 1.76%
Beverages 1.71%
Chemicals & Petrochemical 1.71%
Food Products 1.6%
Others 1.59%
Leisure Services 1.53%
Electrical Equipments 1.49%
Agricultural, Commercial 1.2%
Ferrous Metals 0.9%
Insurance 0.84%
Agricultural Food & other 0.76%
Realty 0.54%
Transport Infrastructure 0.53%
Auto Components 0.4%
Cash & Others 0.01%
Equity
95.12%
Reverse Repos
3.28%
Mutual Funds Units
1.59%
Net Curr Ass/Net Receivables
0.01%
Others
0%

Advance Ratio

1.79
Alpha
3.51
SD
0.89
Beta
1.08
Sharpe

Exit Load

Exit Load Nil

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

Sudhir Kedia

Sudhir Kedia has over 16 years of fund management and stock research experience. Before joining Sundaram, he worked at Principal India Mutual Fund, Mirae Asset Global Investments, and ASK Investment Managers. He has a solid educational background.

He holds the designations of Chartered Accountant, Cost and Works Accountant, and MBA.

Sudhir currently manages the Sundaram Multi Cap Fund, the Sundaram Diversified Equity Fund, the Sundaram Tax Savings Fund, the Sundaram Equity Savings Fund, the Sundaram Small Cap Fund, the Sundaram Micro Cap Series XIV – XVII, the Sundaram Emerging Small Cap Series I – VII, the Sundaram Long Term Tax Advantage Series I – IV, and the Sundaram Long Term Micro Cap.

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Sundaram Mutual Fund
AUM:
49,195 Cr
Address:
Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai 600 014
Contact:
044-2858 3362/3367
Email ID:
dhirent@sundarammutual.com

More Funds from Sundaram Mutual Fund

Fund Name

Mutual Funds By Category

Equity

Debt

Hybrid

equity
Large Cap Mutual Funds Large Cap Mutual Funds
Large Cap
Fund Name
Mid Cap Mutual Funds Mid Cap Mutual Funds
Mid Cap
Fund Name
Small Cap Mutual Funds Small Cap Mutual Funds
Small Cap
Fund Name
Multi Cap Funds Multi Cap Funds
Multi Cap
Fund Name
ELSS Mutual Funds ELSS Mutual Funds
ELSS
Fund Name
Dividend Yield Funds Dividend Yield Funds
Dividend Yield
Fund Name
Sectoral / Thematic Mutual Funds Sectoral / Thematic Mutual Funds
Sectoral / Thematic
Fund Name
Focused Funds Focused Funds
Focused
Fund Name
debt
Ultra Short Duration Funds Ultra Short Duration Funds
Ultra Short Duration
Fund Name
Liquid Mutual Funds Liquid Mutual Funds
Liquid
Fund Name
Gilt Mutual Funds Gilt Mutual Funds
Gilt
Fund Name
Long Duration Funds Long Duration Funds
Long Duration
Fund Name
Overnight Mutual Funds Overnight Mutual Funds
Overnight
Fund Name
Floater Mutual Funds Floater Mutual Funds
Floater
Fund Name
hybrid
Arbitrage Mutual Funds Arbitrage Mutual Funds
Arbitrage
Fund Name
Equity Savings Mutual Funds Equity Savings Mutual Funds
Equity Savings
Fund Name
Aggressive Hybrid Mutual Funds Aggressive Hybrid Mutual Funds
Aggressive Hybrid
Fund Name

Frequently Asked Questions

How to invest in Sundaram ELSS Tax Saver Fund – Direct Growth ?

You can invest in Sundaram ELSS Tax Saver Fund – Direct Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Sundaram ELSS Tax Saver Fund – Direct Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Sundaram ELSS Tax Saver Fund – Direct Growth ?

The NAV of Sundaram ELSS Tax Saver Fund – Direct Growth is ₹510.4 as of 14 June 2024.

How to redeem Sundaram ELSS Tax Saver Fund – Direct Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Sundaram ELSS Tax Saver Fund – Direct Growth?

The minimum SIP amount of Sundaram ELSS Tax Saver Fund – Direct Growth is ₹500

What are the top sectors Sundaram ELSS Tax Saver Fund – Direct Growth has invested in?

The top sectors Sundaram ELSS Tax Saver Fund – Direct Growth 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%

Can I make investments in both the SIP and Lump Sum schemes of Sundaram ELSS Tax Saver Fund – Direct Growth?

Yes, You can select both SIP or Lumpsum investment of Sundaram ELSS Tax Saver Fund – Direct Growth based on your investment objective and risk tolerance.

How much returns have Sundaram ELSS Tax Saver Fund – Direct Growth generated ?

The Sundaram ELSS Tax Saver Fund – Direct Growth has delivered 16.8% since inception

What is the expense ratio of Sundaram ELSS Tax Saver Fund – Direct Growth ?

The expense ratio of Sundaram ELSS Tax Saver Fund – Direct Growth is 1.65 % as of 14 June 2024.

What is the AUM of Sundaram ELSS Tax Saver Fund – Direct Growth?

The AUM of Sundaram ELSS Tax Saver Fund – Direct Growth is ₹49,195 Cr as of 14 June 2024

What are the top stock holdings of Sundaram ELSS Tax Saver Fund – Direct Growth?

The top stock holdings of Sundaram ELSS Tax Saver Fund – Direct Growth are
  1. HDFC Bank - 7.25%
  2. Reliance Industr - 6.12%
  3. ICICI Bank - 5.79%
  4. Infosys - 3.44%
  5. St Bk of India - 2.88%

How can I redeem my investments in Sundaram ELSS Tax Saver Fund – Direct Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Sundaram ELSS Tax Saver Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Invest Now
Start Investing Now!

Open Free Demat Account in 5 mins

Please enter mobile number