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Business News/Market/Market Stats/    Sundaram ELSS Tax Saver Fund Regular Plan - Growth

Sundaram ELSS Tax Saver Fund Regular Plan - Growth

+
  • Equity
  • ELSS (Tax Savings)
  • Rating 3
  • Plan
465.59 -0.99 (-0.21%) NAV as on 24 May, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)1286.67
  • CAGR 35.09%
  • Exit Load0.00%
  • Expense ratio2.20%
  • CategoryEquity
  • Min Investment500
  • Min SIP500
  • Launch Date1996-03-31

Morning Star Rating 3

Moderate
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 25 May 2024

  • Name
  • Value (Cr)
  • Holding %
  • Treps
  • 40.19
  • 3.12%
View More

Risk & Volitility

  • Alpha -1.86%
  • Beta 0.96
  • Sharpe Ratio1.15
  • Std Deviation 12.17%
  • Tracking Error 2.86%

About Fund

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.

 

The Sundaram ELSS Tax Saver Fund Regular Plan - Growth has an AUM of 1286.67 crores & has delivered CAGR of 17.66% in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 2.20%. The minimum investment in Sundaram ELSS Tax Saver Fund Regular Plan - Growth is Rs 500 and the minimum SIP is Rs 500.

 

As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.

 

The top holdings of the fund include HDFC Bank, Reliance Industries, ICICI Bank & Infosys.

 

The major sectors where the fund is invested are Regional Banks, Software & Programming, Auto & Truck Manufacturers & Oil & Gas Operations.

 

Some of the similar funds are Bank of India ELSS Tax Saver Fund Eco Growth, Bank of India ELSS Tax Saver Fund Regular Growth, Sundaram ELSS Tax Saver Fund Regular Plan - Growth, Baroda BNP Paribas ELSS Tax Saver Fund Regular Plan Growth, LIC MF ELSS Tax Saver Growth. Sundaram ELSS Tax Saver Fund Regular Plan - Growth has a sharpe ratio of 1.15 & a standard deviation of 12.17%.

FAQs about Sundaram ELSS Tax Saver Fund Regular Plan - Growth

According to the morning star rating Sundaram ELSS Tax Saver Fund Regular Plan - Growth has a Moderate risk & Exceptional return.
Sundaram ELSS Tax Saver Fund Regular Plan - Growth is managed by Sudhir Kedia,Rohit Seksaria.
The expense ratio of Sundaram ELSS Tax Saver Fund Regular Plan - Growth is 2.20%.
The 5 year annualized return on Sundaram ELSS Tax Saver Fund Regular Plan - Growth is 17.66% & it has generated 35.09% in the last 1 year.
The minimum investment in Sundaram ELSS Tax Saver Fund Regular Plan - Growth is 500 Rs.
Sundaram ELSS Tax Saver Fund Regular Plan - Growth has an AUM of 1286.67 crores.
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