Sundaram ELSS Tax Saver Fund Regular Plan - Income Distribution CUM Capital Withdrawal Option (IDCW)
Category: Equity: ELSS
Launch Date: 02-01-2013
AUM:
₹ 1,356.01 Cr
Expense Ratio
2.19%
Benchmark
NIFTY 500 TRI
ISIN
INF173K01NM3
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 Plan - Income Distribution CUM Capital Withdrawal Option (IDCW) | 5.29 | 15.01 | 19.8 |
| NIFTY 500 TRI | 5.06 | 17.41 | 20.65 |
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
417.6033
Last change
-1.61 (-0.3867%)
Fund Size (AUM)
₹ 1,356.01 Cr
Performance
12.29% (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/- | 9.03 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 7.33 |
| RELIANCE INDUSTRIES LIMITED EQ | 4.51 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 4.04 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 3.65 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 3.42 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 3.4 |
| INFOSYS LIMITED EQ FV RS 5 | 3.29 |
| ITC LIMITED EQ NEW FV RE.1/- | 2.82 |
| KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/- | 2.79 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 30.57 |
| Fast Moving Consumer Goods | 8.57 |
| Automobile and Auto Components | 7.63 |
| Healthcare | 6.88 |
| Oil, Gas & Consumable Fuels | 6.36 |
| Information Technology | 6.32 |
| Consumer Services | 5.26 |
| Capital Goods | 5.26 |
| Telecommunication | 4.04 |
| Construction Materials | 3.85 |