Sundaram ELSS Tax Saver Fund Regular Growth
Category: Equity: ELSS
Launch Date: 01-01-2013
AUM:
₹ 1,362.83 Cr
Expense Ratio
2.18%
Benchmark
NIFTY 500 TRI
ISIN
INF173K01361
Minimum Investment
500.0
Minimum Topup
500.0
Minimum SIP Amount
500
Fund Manager
FM1- Sudhir Kedia; FM2 - Mr. Rohit Seksaria
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Sundaram ELSS Tax Saver Fund Regular Growth | 1.04 | 15.1 | 20.61 |
| NIFTY 500 TRI | -1.2 | 16.5 | 20.88 |
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
520.9747
Last change
2.51 (0.4812%)
Fund Size (AUM)
₹ 1,362.83 Cr
Performance
14.35% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
To build a high quality growth-oriented portfolio to provide long-term capital gains to the investors. The scheme aims at providing returns through capital appreciation.
Fund Manager
FM1- Sudhir Kedia; FM2 - Mr. Rohit Seksaria
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 9.0 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 7.56 |
| TREPS | 4.52 |
| RELIANCE INDUSTRIES LIMITED EQ | 4.32 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 3.38 |
| INFOSYS LIMITED EQ FV RS 5 | 3.33 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 3.33 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 3.19 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 3.13 |
| ITC LIMITED EQ NEW FV RE.1/- | 2.86 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 29.21 |
| Fast Moving Consumer Goods | 8.95 |
| Healthcare | 7.73 |
| Automobile and Auto Components | 7.34 |
| Oil, Gas & Consumable Fuels | 6.05 |
| Information Technology | 5.43 |
| Consumer Services | 5.2 |
| Capital Goods | 4.61 |
| Construction Materials | 3.76 |
| Construction | 3.33 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram ELSS Tax Saver Fund Reg Gr | 20.61 |
| Parag Parikh ELSS Tax Saver Reg Gr | 21.43 |
| HSBC Tax Saver Equity Gr | 21.94 |
| WhiteOak Capital ELSS Tax Saver Fund Reg Gr | 0.0 |
| HDFC ELSS Tax saver Gr | 25.23 |
| Mirae Asset ELSS Tax Saver Reg Gr | 20.9 |
| ICICI Prudential ELSS Tax Saver Fund Gr | 21.15 |
| PGIM India ELSS Tax Saver Reg Gr | 20.03 |
| Taurus ELSS Tax Saver Reg Gr | 18.73 |
| ABSL ELSS Tax Saver Gr | 13.78 |