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Sundaram ELSS Tax Saver Fund
Equity, ELSS, Principal at very high risk
1 Year Return 13.86%
Fund Details
NAV 524.5796
Sub-Type ELSS
Rating 3
Min. SIP Amount 500.0
Fund Age(Year) 29.89
Fund Size 1348.1
Fund Performance
1 Month 1.06%
3 Month -0.6%
6 Month 2.88%
1 Year 13.86%
3 Year 15.96%
5 Year 13.92%
Comparison with same funds
Equity, Flexi Cap funds 360 ONE ELSS Tax Saver Nifty 50 Index Fund Regular - Growth Ret 1M 0.13% Ret 1Y 12.64% Ret 3Y 13.34% Ret 5Y 0%
Equity, Flexi Cap funds 360 ONE ELSS Tax Saver Nifty 50 Index Fund Regular - IDCW Ret 1M 0.13% Ret 1Y 12.64% Ret 3Y 13.34% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life ELSS Tax Saver Regular-Growth Ret 1M 0.45% Ret 1Y 18.0% Ret 3Y 16.07% Ret 5Y 9.52%
Equity, Flexi Cap funds Aditya Birla Sun Life ELSS Tax Saver Regular-IDCW Ret 1M 0.45% Ret 1Y 18.0% Ret 3Y 16.07% Ret 5Y 9.52%
Equity, Flexi Cap funds Aditya Birla Sun Life ELSS Tax Saver Regular-IDCW Reinvestment Ret 1M 0.45% Ret 1Y 18.0% Ret 3Y 16.07% Ret 5Y 9.52%
Equity, Flexi Cap funds Axis ELSS Tax Saver Fund-Growth Ret 1M 1.25% Ret 1Y 11.12% Ret 3Y 15.41% Ret 5Y 9.03%
Equity, Flexi Cap funds Axis ELSS Tax Saver Fund-IDCW Payout Ret 1M 1.25% Ret 1Y 11.12% Ret 3Y 15.41% Ret 5Y 9.03%
Equity, Flexi Cap funds Axis ELSS Tax Saver Fund-IDCW Reinvestment Ret 1M 1.25% Ret 1Y 11.12% Ret 3Y 15.41% Ret 5Y 9.03%
Equity, Flexi Cap funds Bajaj Finserv ELSS Tax Saver Fund Regular-Growth Ret 1M 0.71% Ret 1Y 12.61% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bajaj Finserv ELSS Tax Saver Fund Regular-IDCW Ret 1M 0.71% Ret 1Y 12.61% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bandhan ELSS Tax Saver Fund Regular-Growth Ret 1M 1.08% Ret 1Y 13.79% Ret 3Y 15.88% Ret 5Y 15.68%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 2.19%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Bharath S.
Education Mr. Bharath is a B Com (H), MBA and ICWA.
Experience Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
Rohit Seksaria
Education Mr. Seksaria is CS, CA & has done MBA from IIM Ahmedabad
Experience Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.
Sudhir Kedia
Education Mr. Kedia is CA, CMA and MBA.
Experience Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, Mirae Asset Mutual Fund and ASK investment.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk%
AMC and Fund details
Rank (total sets) 12
Date of Incorporation 1996-03-31
Total AUM 2026-01-31
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
Know This Fund
As on 18 Feb 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (95.38%) Market Cap Mid Cap 8.21 Large Cap 69.59 Small Cap 17.57 Top Sectors Financial 29.75 Technology 10.86 Energy 8.33 Services 6.98 Capital Goods 6.7 Healthcare 6.66 Consumer Staples 5.85 Automobile 5.32 Materials 4.52 Communication 4.26 Construction 3.91 Consumer Discretionary 1.37 Chemicals 0.85 Top Holding Jubilant FoodWorks 1.05 Eternal 1.48 HCL Technologies 1.66 Elecon Engineering 1.07 Praj Industries 0.56 Cholamandalam Investment and Finance Company 0.98 ITC 2.07 Torrent Power 1.04 Infosys 4.25 Alkem Laboratories 1.43 HDFC Bank 7.8 Affle 3I 0.92 Kotak Mahindra Bank 2.88 Swiggy 1.19 Chennai Super Kings 0.04 JK Lakshmi Cement 0.7 Delhivery 1.15 Mahindra & Mahindra 2.28 Sun Pharmaceutical Industries 1.24 Brigade Enterprises 0.56 NTPC 1.66 United Spirits 1.28 Ultratech Cement 2.54 Cipla 1.66 Amara Raja Energy & Mobility 0.95 Indegene 0.96 Tata Consultancy 1.55 Hindustan Aero 1.1 Metropolis Healthcare 1.36 Bharti Airtel 4.26 Varun Beverages 1.27 Deepak Nitrite 0.85 Kirloskar Oil Engines 1.71 Ambuja Cements 1.28 Reliance Industries 4.32 Amber Enterprises India 0.49 Force Motors 1.99 Kwality Wall's (India) 0.02 Indusind Bank 1.6 GAIL (India) 1.31 Larsen & Toubro 3.35 Virtual Dynamics Software 0 LTIMindtree 1.05 Axis Bank 4.44 Whirlpool Of India 0.88 Union Bank of India 1.87 Cummins India 1.31 Emami 1.21 Tata Motors 1.05 State Bank of India 4.25 Devyani International 1.1 Tech Mahindra 1.44 ICICI Bank 5.94 Interglobe Aviation 0.97
Debt & Others (4.62%) Sector Allocation Repo 4.4 Cash/Net Current Assets 0.23 Debt Credit Ratings Debt Category Others 4.62
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