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Sundaram ELSS Tax Saver Fund Regular Growth

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Category: Equity: ELSS
Launch Date: 01-01-2013
Asset Class:
Benchmark: NIFTY 500 TRI
Expense Ratio: 2.18% As on (31-07-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 1,376.95 Cr As on (31-07-2025)
Turn over: 28
NAV as on 19-08-2025

516.9374

3.37 (0.6528%)

CAGR Since Inception

14.36%

NIFTY 500 TRI 12.48%

PERFORMANCE of Sundaram ELSS Tax Saver Fund Regular Growth
Scheme Performance (%) Data as on - 19-08-2025
1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Sundaram ELSS Tax Saver Fund Regular Growth 4.16 15.38 20.52 13.49 14.36
NIFTY 500 TRI 0.68 15.91 20.89 13.73 12.48
Equity: ELSS 0.02 16.62 20.43 13.14 14.81
Yearly Performance (%)
NAV Movement
Fund Managers

FM1- Sudhir Kedia; FM2 - Mr. Rohit Seksaria

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.

RETURNS CALCULATOR for Sundaram ELSS Tax Saver Fund Regular Growth
Growth of 10000 In SIP (Fund vs Benchmark)
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Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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Key Performance and Risk Statistics of Sundaram ELSS Tax Saver Fund Regular Growth
Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Sundaram ELSS Tax Saver Fund Regular Growth 11.66 0.87 0.47 0.85 - -
Equity: ELSS - - - - - -
PEER COMPARISION
Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
Sundaram ELSS Tax Saver Fund Regular Growth 01-01-2013 4.16 16.95 15.38 20.52 13.49
HSBC Tax Saver Equity Fund - Growth 05-01-2007 7.93 23.44 18.97 21.95 12.87
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth 14-10-2022 7.53 23.14 0.0 0.0 0.0
HDFC ELSS Tax saver - Growth Plan 05-03-1996 6.38 24.29 22.01 24.81 13.33
Parag Parikh ELSS Tax Saver Fund- Regular Growth 07-07-2019 6.34 20.73 18.57 22.07 0.0
ICICI Prudential ELSS Tax Saver Fund - Growth 19-08-1999 4.37 19.11 16.32 20.8 12.92
Aditya Birla Sun Life ELSS Tax Saver Fund - Growth Option 29-03-1996 4.01 17.81 13.88 14.18 10.46
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option 11-12-2015 3.81 14.15 13.67 19.67 0.0
Sundaram Diversified Equity (ELSS) Regular Plan - Growth 10-05-2005 3.68 14.57 13.46 18.99 11.2
Axis ELSS Tax Saver Fund - Regular Plan - Growth 05-12-2009 3.41 18.6 12.21 15.65 11.43
PORTFOLIO ANALYSIS of Sundaram ELSS Tax Saver Fund Regular Growth

Portfolio as on