Sundaram ELSS Tax Saver Fund Regular Plan - Half Yearly Income Distribution CUM Capital Withdrawal Option
Category: Equity: ELSS
Launch Date: 02-01-2013
AUM:
₹ 1,286.67 Cr
Expense Ratio
2.19%
Benchmark
NIFTY 500 TRI
ISIN
INF173K01NM3
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 Plan - Half Yearly Income Distribution CUM Capital Withdrawal Option | 31.08 | 19.23 | 18.02 |
| NIFTY 500 TRI | 35.04 | 19.63 | 18.84 |
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
392.8735
Last change
0.74 (0.1878%)
Fund Size (AUM)
₹ 1,286.67 Cr
Performance
12.86% (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 Half Yearly IDCW | 18.02 |
| Quant ELSS Tax Saver Gr | 33.49 |
| SBI Long Term Equity Reg Gr | 23.21 |
| Motilal Oswal ELSS Tax Saver Fund Reg Gr | 21.93 |
| BANK OF INDIA ELSS Tax Saver Reg Gr | 26.9 |
| ITI ELSS Tax Saver Reg Gr | 0.0 |
| JM ELSS Tax Saver Fund Gr | 22.0 |
| HDFC ELSS Tax saver Gr | 19.12 |
| Franklin India ELSS Tax Saver Gr | 18.94 |
| BARODA BNP PARIBAS ELSS Tax Saver Gr | 18.29 |