₹ 1,279.85 Cr
2.19%
NIFTY 500 TRI
INF173K01NM3
500.0
500.0
250
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 |
Equity
Debt
Others
The fund seeks to build a high quality growth oriented portfolio to provide long term capital appreciation through investment primarily in equities.
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 | 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 |
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 |