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-7.73%
Cat. Avg.-1.29%
2Y
Fund-5.74%
Cat. Avg.-0.12%
3Y
Fund3.13%
Cat. Avg.12.15%
5Y
FundN/A
Cat. Avg.11.60%
10Y
FundN/A
Cat. Avg.13.59%
SI
Fund3.19%
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 | 57403 | -4.3% | -8.9% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.14 L. | -5.1% | -5.3% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.75 L. | -3.0% | -2.1% |
| SI | 07 Jan, 22 | 2.75 L. | 2.87 L. | +4.3% | +1.9% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Jul, 25 | 1 L. | 92272 | -7.7% | -7.7% |
| 2Y | 16 Jul, 24 | 1 L. | 88850 | -11.1% | -5.7% |
| 3Y | 17 Jul, 23 | 1 L. | 1.09 L. | +8.8% | +2.9% |
| SI | 03 Jan, 22 | 1 L. | 1.15 L. | +15.3% | +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.