Sundaram ELSS Tax Saver Fund

GrowthEquity ELSS Fund

221.488

15.43%

  • 1M
  • 3M
  • 6M
  • 1YR
  • 3YR
  • 5YR
  • 10YR
  • Since Inception

Performance

Monthly SIP of      for

Total investment 36,000

Total Value Gain Return %
This Fund

44,384

8,384

14.08%

Bank FD

39,824

3,824

6.5%
Gold

40,770

4,770

8.00%

Fund Information

  • -

  • Growth

  • 2.16%

  • Equity- ELSS Fund

  • NIFTY 500 TRI

  • 10 May 2005

  • Sundaram Mutual Funds know more

Fund Managed By

Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 27.06% 27.06% 27.06% 42.42% 29.62% 28.17% 29.52% 19.86%
Category Average 0.02% 6.45% 8.00% 2.34% 18.32% 18.68% 21.45% 13.31%
Sundaram ELSS Tax Saver Fund 0.39% 5.72% 8.66% 2.87% 13.62% 15.43% 19.74% 11.18%
Motilal Oswal Long Term Equity Fund 1.35% 13.88% 10.97% 8.87% 29.62% 28.17% 26.34% 16.38%
SBI ELSS Tax Saver Fund -0.44% 5.52% 6.84% 1.16% 25.04% 26.27% 26.13% 14.12%
HDFC ELSS Tax Saver Fund -0.74% 4.14% 10.57% 5.46% 23.61% 23.75% 25.22% 13.40%
ITI ELSS Tax Saver Fund -1.98% 8.36% 12.16% -0.18% 23.43% 22.77% 20.95% -
HSBC ELSS Tax Saver Fund 0.08% 8.61% 8.43% 10.57% 24.25% 21.47% 22.65% 13.24%

Fund Portfolio Details

Equity 96.15%

Debt 0.00%

Others 3.85%

Top Equity Holdings

Name of the EquityHolding Percentage
HDFC Bank Ltd 9.21%
ICICI BANK LTD. 7.81%
INFOSYS LTD. 4.51%
RELIANCE INDUSTRIES LTD. 4.44%
LARSEN & TOUBRO LTD. 3.64%
Others 70.39%

Allocation by Sector

Name of the SectorHolding Percentage
Financial Services 34.16%
Information Technology 9.28%
Healthcare 7.25%
Oil, Gas & Consumable Fuels 6.16%
Fast Moving Consumer Goods 6.09%
Others 37.06%

Portfolio Holdings shown is as of 28 Feb 2025

Riskometer

Investors understand that their principal
will be at Very High risk