Sundaram ELSS Tax Saver Fund Regular Growth
Category: Equity: ELSS
Launch Date: 01-01-2013
AUM:
₹ 1,401.54 Cr
Expense Ratio
2.18%
Benchmark
NIFTY 500 TRI
ISIN
INF173K01361
Minimum Investment
500.0
Minimum Topup
500.0
Minimum SIP Amount
500
Fund Manager
FM1- Sudhir Kedia; FM2 - Mr. Rohit Seksaria
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Sundaram ELSS Tax Saver Fund Regular Growth | 10.0 | 15.24 | 15.56 |
| NIFTY 500 TRI | 11.4 | 16.85 | 16.25 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
508.6154
Last change
4.43 (0.8701%)
Fund Size (AUM)
₹ 1,401.54 Cr
Performance
14.07% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
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.
Fund Manager
FM1- Sudhir Kedia; FM2 - Mr. Rohit Seksaria
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 8.76 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 5.92 |
| RELIANCE INDUSTRIES LIMITED EQ | 5.02 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 4.39 |
| INFOSYS LIMITED EQ FV RS 5 | 4.02 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 3.96 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 3.73 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 3.67 |
| KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/- | 2.98 |
| TREPS | 2.72 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 29.35 |
| Information Technology | 10.12 |
| Fast Moving Consumer Goods | 8.27 |
| Healthcare | 7.15 |
| Oil, Gas & Consumable Fuels | 6.21 |
| Capital Goods | 6.17 |
| Automobile and Auto Components | 5.37 |
| Consumer Services | 5.2 |
| Telecommunication | 4.39 |
| Construction Materials | 4.11 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram ELSS Tax Saver Fund Reg Gr | 15.56 |
| ABSL ELSS Tax Saver Gr | 10.9 |
| Mirae Asset ELSS Tax Saver Reg Gr | 16.13 |
| Edelweiss ELSS Tax Saver Reg Gr | 15.66 |
| DSP ELSS Tax Saver Reg Gr | 18.82 |
| HDFC ELSS Tax saver Gr | 20.91 |
| BARODA BNP PARIBAS ELSS Tax Saver Gr | 14.81 |
| ICICI Prudential ELSS Tax Saver Fund Gr | 15.87 |
| Nippon India Tax Saver (ELSS) Gr Gr | 18.02 |
| Union ELSS Tax Saver Gr | 15.69 |