Sundaram ELSS Tax Saver Fund Regular Growth
Category: Equity: ELSS
Launch Date: 01-01-2013
AUM:
₹ 1,296.13 Cr
Expense Ratio
2.16%
Benchmark
NIFTY 500 TRI
ISIN
INF173K01361
Minimum Investment
500.0
Minimum Topup
500.0
Minimum SIP Amount
500
Fund Manager
Bharath S, Rohit Seksaria, Shalav Saket
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Sundaram ELSS Tax Saver Fund Regular Growth | -4.61 | 10.66 | 10.91 |
| NIFTY 500 TRI | -0.49 | 13.47 | 12.04 |
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
478.3746
Last change
-0.66 (-0.137%)
Fund Size (AUM)
₹ 1,296.13 Cr
Performance
13.66% (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
Bharath S, Rohit Seksaria, Shalav Saket
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 6.89 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 5.76 |
| TREPS | 5.72 |
| RELIANCE INDUSTRIES LIMITED EQ | 4.37 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 4.28 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 3.92 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 3.87 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 3.46 |
| INFOSYS LIMITED EQ FV RS 5 | 3.18 |
| Kotak Mahindra Bank Limited | 2.81 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 29.88 |
| Capital Goods | 9.23 |
| Oil, Gas & Consumable Fuels | 7.52 |
| Information Technology | 7.33 |
| Automobile and Auto Components | 5.08 |
| Consumer Services | 4.98 |
| Construction Materials | 4.66 |
| Fast Moving Consumer Goods | 4.56 |
| Healthcare | 4.16 |
| Telecommunication | 3.92 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram ELSS Tax Saver Fund Reg Gr | 10.91 |