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Sundaram ELSS Tax Saver Fund Regular Plan - Half Yearly Income Distribution CUM Capital Withdrawal Option

Category: Equity: ELSS Launch Date: 02-01-2013
AUM:

₹ 1,279.85 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 34.09 18.2 18.08
NIFTY 500 TRI 39.49 19.14 19.39
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
415.4283
Last change
2.75 (0.662%)
Fund Size (AUM)
₹ 1,279.85 Cr
Performance
13.63% (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. 7.25
Reliance Industries Ltd. 6.12
ICICI Bank Ltd. 5.79
Infosys Ltd. 3.44
Others 3.28
State Bank of India 2.88
Axis Bank Ltd. 2.82
Force Motors Ltd. 2.66
Larsen & Toubro Ltd. 2.55
Sun Pharmaceutical Industries Ltd. 2.28

Sector Allocation

Sector Holdings (%)
Financial 28.95
Services 10.2
Technology 8.24
Healthcare 7.44
Energy 6.62
Automobile 6.19
Capital Goods 6.07
Consumer Staples 5.93
Communication 4.3
Others 3.29

Peer Comparison

Scheme Name 5Y (%)
Sundaram ELSS Tax Saver Fund Reg Half Yearly IDCW 18.08
SBI Long Term Equity Reg Gr 24.03
Quant ELSS Tax Saver Gr 33.5
Bank of India ELSS Tax Saver Reg Gr 27.17
Motilal Oswal ELSS Tax Saver Fund Reg Gr 22.43
ITI ELSS Tax Saver Reg Gr 0.0
JM ELSS Tax Saver Fund Gr 22.29
HDFC ELSS Tax saver Gr 19.52
DSP ELSS Tax Saver Reg Gr 21.5
HSBC ELSS Tax saver Fund Reg Growth 18.61