Sundaram ELSS Tax Saver Fund Regular Growth
Expense Ratio: 2.21
Risk: Very High
Equity Scheme - ELSS
Plan: Regular
Benchmark: Nifty 500 TRI
Inception: 01-01-1996
Exit Load: Nil
Fund Size:₹1,405.83 Cr
Performance
1Y
Fund-3.74%
Cat. Avg.-1.29%
2Y
Fund-0.01%
Cat. Avg.-0.12%
3Y
Fund9.89%
Cat. Avg.12.15%
5Y
FundN/A
Cat. Avg.11.60%
10Y
FundN/A
Cat. Avg.13.59%
SI
Fund9.36%
Cat. Avg.12.74%
Fund Facts
Beta
0.8
Std Dev
11.40%
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | HDFC Bank Ltd | 82.74 | 6.99% |
| 2 | ICICI Bank Ltd | 71.21 | 6.02% |
| 3 | Reliance Industries Ltd | 53.15 | 4.49% |
| 4 | Axis Bank Ltd | 50.75 | 4.29% |
| 5 | Bharti Airtel Ltd | 47.95 | 4.05% |
| 6 | State Bank of India | 46.03 | 3.89% |
| 7 | Infosys Ltd | 43.62 | 3.69% |
| 8 | Larsen & Toubro Ltd | 37.43 | 3.16% |
| 9 | Kotak Mahindra Bank Ltd | 33.57 | 2.84% |
| 10 | Ultratech Cement Ltd | 29.01 | 2.45% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 59229 | -1.3% | -2.7% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.20 L. | +0.2% | +0.2% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.91 L. | +6.0% | +4.0% |
| SI | 07 Jan, 22 | 2.75 L. | 3.33 L. | +21.1% | +8.5% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Jul, 25 | 1 L. | 96261 | -3.7% | -3.7% |
| 2Y | 16 Jul, 24 | 1 L. | 99979 | -0.0% | -0.0% |
| 3Y | 17 Jul, 23 | 1 L. | 1.32 L. | +31.7% | +9.6% |
| SI | 03 Jan, 22 | 1 L. | 1.50 L. | +50.0% | +9.4% |
SIP Planner
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.