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Sundaram ELSS Tax Saver Fund Regular Plan - Income Distribution Cum Capital Withdrawal Option (IDCW)

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

₹ 1,284.96 Cr

Expense Ratio

2.28%

Benchmark

Nifty 500 TRI

ISIN

INF173K01NM3

Minimum Investment

500.0

Minimum Topup

500.0

Minimum SIP Amount

500

Fund Manager

Bharath S, Rohit Seksaria, Shalav Saket

Fund Performance 1Y (%) 3Y (%) 5Y (%)
Sundaram ELSS Tax Saver Fund Regular Plan - Income Distribution Cum Capital Withdrawal Option (IDCW) -9.67 5.76 6.6
NIFTY 500 TRI -5.61 8.73 8.15
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
354.7841
Last change
-7.23 (-2.0389%)
Fund Size (AUM)
₹ 1,284.96 Cr
Performance
9.44% (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
Bharath S, Rohit Seksaria, Shalav Saket
Riskometer
Very High

Top 10 Holdings

Company Holdings (%)
ICICI BANK LIMITED EQ NEW FV RS. 2/- 6.68
HDFC BANK LIMITED EQ NEW FV RE. 1/- 5.45
AXIS BANK LIMITED EQ NE FV RS. 2/- 4.42
STATE BANK OF INDIA EQ NEW RE. 1/- 3.73
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- 3.62
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- 3.52
RELIANCE INDUSTRIES LIMITED EQ 3.44
INFOSYS LIMITED EQ FV RS 5 3.3
KIRLOSKAR OIL ENGINES LIMITED EQ 3.2
Kotak Mahindra Bank Limited 3.1

Sector Allocation

Sector Holdings (%)
Financial Services 33.07
Automobile and Auto Components 9.25
Capital Goods 8.91
Information Technology 6.88
Consumer Services 5.86
Healthcare 4.9
Oil, Gas & Consumable Fuels 4.79
Construction 4.53
Fast Moving Consumer Goods 3.67
Telecommunication 3.62

Peer Comparison

Scheme Name 5Y (%)
Sundaram ELSS Tax Saver Fund Reg Plan IDCW 6.6