Sundaram ELSS Tax Saver Fund Regular Plan - Growth
- ELSS (Tax Savings)
- Equity
- Very High Risk
Rating:
3
Key Metrics
Aum
₹1,296.05 Cr
Expense Ratio
1.85%
Exit Load
0.00%
Min. Investment
₹500.00
Min. SIP
₹500.00
Launch Date
31 Mar 1996
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -2.89% | -- |
| 3 Months | +3% | -- |
| 6 Months | -0.54% | -- |
| 1 Year | -3.11% | -3.11% |
| 2 Years | -- | -1.15% |
| 3 Years | +26.47% | +8.14% |
| 5 Years | +55.18% | +9.19% |
| Since Launch | +7332.43% | +15.21% |
Holdings as on 8 Sep 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| HDFC Bank | 88.17 | 6.80 |
| ICICI Bank | 84.77 | 6.54 |
| AXIS Bank Ltd | 53.73 | 4.15 |
| Bharti Airtel | 53.05 | 4.09 |
| State Bank of India | 48.29 | 3.73 |
| Reliance Industries | 45.32 | 3.50 |
| Larsen & Toubro Ltd | 44.05 | 3.40 |
| Kirloskar Oil Engines | 42.96 | 3.31 |
| Infosys | 42.25 | 3.26 |
| Kotak Mahindra Bank | 37.08 | 2.86 |
Morning Star Rating
Rating:
3
Risk
Return
Risk & Volitility
0.26
Sharpe Ratio
14.13%
Std. Deviation
2.86%
Tracking Error
-1.86%
Alpha
0.96
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Baroda BNP Paribas ELSS Tax Saver Fund Regular Plan Growth | +5.99% | +14.24% | +10.96% |
| Bank of India ELSS Tax Saver Fund Eco Growth | +5.88% | +12.09% | +10.69% |
| Bank of India ELSS Tax Saver Fund Regular Growth | +5.56% | +11.79% | +10.39% |
| Sundaram ELSS Tax Saver Fund Regular Plan - Growth | -3.11% | +8.14% | +9.19% |
| LIC MF ELSS Tax Saver Fund - Growth | -2.25% | +8.76% | +8.39% |
Results are calculated on CAGR basis
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 1296.05 crores & has delivered CAGR of 9.19 in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 1.85%. 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 Medium & High respectively.
The fund has a present cash holding of %. The top holdings of the fund include HDFC Bank, ICICI Bank, AXIS Bank Ltd, Bharti Airtel.
The major sectors where the fund is invested are Regional Banks, Software & Programming, Auto & Truck Manufacturers, Auto & Truck Parts.
Some of the similar funds are Baroda BNP Paribas ELSS Tax Saver Fund Regular Plan Growth, 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, LIC MF ELSS Tax Saver Fund - Growth. Sundaram ELSS Tax Saver Fund Regular Plan - Growth has a sharpe ratio of 0.26 & a standard deviation of 14.13%.
FAQs
According to the morning star rating Sundaram ELSS Tax Saver Fund Regular Plan - Growth has a Medium risk & High return.
Sundaram ELSS Tax Saver Fund Regular Plan - Growth is managed by Rohit Seksaria,Bharath Subramanian,Shalav Saket.
The expense ratio of Sundaram ELSS Tax Saver Fund Regular Plan - Growth is 1.85%.
The 5 year annualized return on Sundaram ELSS Tax Saver Fund Regular Plan - Growth is 9.19% & it has generated -3.11% 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 1296.05 crores.
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