Sundaram ELSS Tax Saver Fund Regular Plan - Income Distribution CUM Capital Withdrawal Option (IDCW)
Category: Equity: ELSS
Launch Date: 02-01-2013
AUM:
₹ 1,410.82 Cr
Expense Ratio
2.21%
Benchmark
NIFTY 500 TRI
ISIN
INF173K01NM3
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 Plan - Income Distribution CUM Capital Withdrawal Option (IDCW) | 6.65 | 15.18 | 16.03 |
| NIFTY 500 TRI | 6.53 | 16.31 | 16.79 |
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
420.3293
Last change
-0.13 (-0.0305%)
Fund Size (AUM)
₹ 1,410.82 Cr
Performance
12.09% (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/- | 8.84 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 6.53 |
| RELIANCE INDUSTRIES LIMITED EQ | 4.98 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 4.35 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 3.96 |
| INFOSYS LIMITED EQ FV RS 5 | 3.95 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 3.69 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 3.64 |
| KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/- | 2.86 |
| ITC LIMITED EQ NEW FV RE.1/- | 2.73 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 29.87 |
| Information Technology | 9.86 |
| Fast Moving Consumer Goods | 8.48 |
| Automobile and Auto Components | 6.91 |
| Healthcare | 6.69 |
| Oil, Gas & Consumable Fuels | 6.19 |
| Capital Goods | 5.4 |
| Consumer Services | 5.21 |
| Telecommunication | 4.35 |
| Construction | 3.64 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram ELSS Tax Saver Fund Reg Plan IDCW | 16.03 |
| HDFC ELSS Tax saver Gr | 21.42 |
| Mirae Asset ELSS Tax Saver Reg Gr | 17.02 |
| ICICI Prudential ELSS Tax Saver Fund Gr | 16.46 |
| ABSL ELSS Tax Saver Gr | 10.79 |
| BANDHAN ELSS Tax Saver Reg Gr | 19.33 |
| Mahindra Manulife ELSS Tax Saver Reg Gr | 16.52 |
| Sundaram ELSS Tax Saver Fund Reg Gr | 16.24 |
| DSP ELSS Tax Saver Reg Gr | 19.38 |
| Quant ELSS Tax Saver Gr | 22.09 |