Sundaram ELSS Tax Saver Fund Regular Plan - Income Distribution Cum Capital Withdrawal Option (IDCW)
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-7.06%
Cat. Avg.-1.29%
2Y
Fund-5.25%
Cat. Avg.-0.12%
3Y
Fund2.38%
Cat. Avg.12.15%
5Y
FundN/A
Cat. Avg.11.60%
10Y
FundN/A
Cat. Avg.13.59%
SI
Fund3.15%
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 | 94.04 | 7.34% |
| 2 | ICICI Bank Ltd | 81.21 | 6.34% |
| 3 | Axis Bank Ltd | 58.81 | 4.59% |
| 4 | Bharti Airtel Ltd | 49.82 | 3.89% |
| 5 | State Bank of India | 48.26 | 3.77% |
| 6 | Kirloskar Oil Engines Ltd | 46.37 | 3.62% |
| 7 | Larsen & Toubro Ltd | 46.33 | 3.62% |
| 8 | Reliance Industries Ltd | 44.83 | 3.50% |
| 9 | Infosys Ltd | 37.40 | 2.92% |
| 10 | Kotak Mahindra Bank Ltd | 37.26 | 2.91% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 57311 | -4.5% | -9.0% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.14 L. | -5.3% | -5.4% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.74 L. | -3.2% | -2.1% |
| SI | 07 Jan, 22 | 2.75 L. | 2.86 L. | +4.1% | +1.8% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 21 Jul, 25 | 1 L. | 92310 | -7.7% | N/A |
| 2Y | 22 Jul, 24 | 1 L. | 89635 | -10.4% | -5.3% |
| 3Y | 20 Jul, 23 | 1 L. | 1.07 L. | +7.3% | +2.4% |
| SI | 03 Jan, 22 | 1 L. | 1.15 L. | +15.1% | +3.2% |
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.