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Sundaram ELSS Tax Saver Fund Regular Growth

Category: Equity: ELSS Launch Date: 05-01-2013
AUM:

₹ 1,286.67 Cr

Expense Ratio

2.19%

Benchmark

NIFTY 500 TRI

ISIN

INF173K01361

Minimum Investment

500.0

Minimum Topup

500.0

Minimum SIP Amount

250

Fund Manager

Sudhir Kedia, Rohit Seksaria

Fund Performance 1Y (%) 3Y (%) 5Y (%)
Sundaram ELSS Tax Saver Fund Regular Growth 31.85 19.42 17.98
NIFTY 500 TRI 33.91 19.08 18.78
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%

Overview

NAV
453.3262
Last change
2.31 (0.5106%)
Fund Size (AUM)
₹ 1,286.67 Cr
Performance
14.52% (Inception)

Asset Allocation

Equity

Debt

Others

Nav Movement

Investment Objective

The fund seeks to build a high quality growth oriented portfolio to provide long term capital appreciation through investment primarily in equities.

Fund Manager
Sudhir Kedia, Rohit Seksaria
Riskometer
Very High

Top 10 Holdings

Company Holdings (%)
HDFC Bank Ltd. 7.16
Reliance Industries Ltd. 6.25
ICICI Bank Ltd. 5.91
Infosys Ltd. 3.46
Others 3.12
Force Motors Ltd. 2.89
State Bank of India 2.85
Axis Bank Ltd. 2.82
Sun Pharmaceutical Industries Ltd. 2.53
Larsen & Toubro Ltd. 2.49

Sector Allocation

Sector Holdings (%)
Financial 29.36
Services 10.38
Technology 8.58
Healthcare 7.9
Automobile 6.64
Energy 6.25
Consumer Staples 5.98
Capital Goods 5.06
Communication 3.98
Others 3.29

Peer Comparison

Scheme Name 5Y (%)
Sundaram ELSS Tax Saver Fund Reg Gr 17.98
Quant ELSS Tax Saver Gr 33.21
SBI Long Term Equity Reg Gr 22.85
Motilal Oswal ELSS Tax Saver Fund Reg Gr 21.61
BANK OF INDIA ELSS Tax Saver Reg Gr 26.68
ITI ELSS Tax Saver Reg Gr 0.0
JM ELSS Tax Saver Fund Gr 21.69
HDFC ELSS Tax saver Gr 18.8
Franklin India ELSS Tax Saver Gr 18.67
Nippon India Tax Saver (ELSS) Gr Gr 16.53