Sundaram ELSS Tax Saver Fund Regular Growth
Category: Equity: ELSS
Launch Date: 01-01-2013
AUM:
₹ 1,284.96 Cr
Expense Ratio
2.28%
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 | -5.52 | 7.01 | 8.74 |
| NIFTY 500 TRI | 0.38 | 10.51 | 10.21 |
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
484.2953
Last change
-1.88 (-0.3877%)
Fund Size (AUM)
₹ 1,284.96 Cr
Performance
13.58% (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/- | 7.34 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 6.34 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 4.59 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 3.89 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 3.77 |
| KIRLOSKAR OIL ENGINES LIMITED EQ | 3.62 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 3.62 |
| RELIANCE INDUSTRIES LIMITED EQ | 3.5 |
| INFOSYS LIMITED EQ FV RS 5 | 2.92 |
| Kotak Mahindra Bank Limited | 2.91 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 31.59 |
| Capital Goods | 9.48 |
| Automobile and Auto Components | 8.36 |
| Information Technology | 6.98 |
| Healthcare | 5.93 |
| Oil, Gas & Consumable Fuels | 5.01 |
| Consumer Services | 4.75 |
| Construction Materials | 4.65 |
| Construction | 4.43 |
| Fast Moving Consumer Goods | 4.34 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram ELSS Tax Saver Fund Reg Gr | 8.74 |
| Motilal Oswal ELSS Tax Saver Fund Reg Gr | 16.31 |
| Quant ELSS Tax Saver Gr Reg Plan | 14.07 |
| JM ELSS Tax Saver Fund Reg Gr | 13.34 |
| Tata ELSS FundGrReg Plan | 11.28 |
| HSBC ELSS Tax Saver Fund Reg Gr | 12.09 |
| Edelweiss ELSS Tax Saver Reg Gr | 10.33 |
| ITI ELSS Tax Saver Reg Gr | 11.18 |
| Baroda BNP Paribas ELSS Tax Saver Gr | 10.67 |
| Bank Of India ELSS Tax Saver Eco Gr | 10.37 |