Sundaram ELSS Tax Saver Fund Regular Growth

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Category: Equity: ELSS
Launch Date: 01-01-2013
Asset Class:
Benchmark: NIFTY 500 TRI
Expense Ratio: 2.18% As on (31-07-2025)

Status: Open Ended Schemes for subscription
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 1,376.95 Cr As on (31-07-2025)
Turn over: 28

NAV as on 05-09-2025

508.497 -0.61 (-0.1203%)

CAGR Since Inception

14.27%

NIFTY 500 TRI 12.42%

PERFORMANCE of Sundaram ELSS Tax Saver Fund Regular Growth

Scheme Performance (%) Data as on - 05-09-2025

	1-Year Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)	Since Launch Ret (%)
Sundaram ELSS Tax Saver Fund Regular Growth	-0.35	14.29	20.23	14.52	14.27
NIFTY 500 TRI	-2.95	15.37	20.69	14.78	12.42
Equity: ELSS	-3.78	16.02	20.27	14.15	14.61

Yearly Performance (%)

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Fund Managers

FM1- Sudhir Kedia; FM2 - Mr. Rohit Seksaria

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.

RETURNS CALCULATOR for Sundaram ELSS Tax Saver Fund Regular Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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Riskometer

Key Performance and Risk Statistics of Sundaram ELSS Tax Saver Fund Regular Growth

Key Statistics	Volatility	Sharpe Ratio	Alpha	Beta	Yield to Maturity	Average Maturity
Sundaram ELSS Tax Saver Fund Regular Growth	11.66	0.87	0.47	0.85	-	-
Equity: ELSS	-	-	-	-	-	-

PEER COMPARISION of Sundaram ELSS Tax Saver Fund Regular Growth

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Period

Data as on - 05-09-2025

Scheme Name	Launch Date	1-Year Ret (%)	2-Yrs Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)
Sundaram ELSS Tax Saver Fund Regular Growth	01-01-2013	-0.35	14.57	14.29	20.23	14.52
Parag Parikh ELSS Tax Saver Fund- Regular Growth	07-07-2019	3.06	17.72	18.21	21.88	0.0
HSBC Tax Saver Equity Fund - Growth	05-01-2007	2.66	21.11	18.5	21.82	13.9
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth	14-10-2022	2.66	20.8	0.0	0.0	0.0
HDFC ELSS Tax saver - Growth Plan	05-03-1996	2.46	21.98	21.31	24.8	14.58
ICICI Prudential ELSS Tax Saver Fund - Growth	19-08-1999	-0.6	17.07	16.05	20.69	13.71
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option	11-12-2015	-0.6	11.97	12.95	19.78	0.0
Axis ELSS Tax Saver Fund - Regular Plan - Growth	05-12-2009	-0.83	15.98	11.66	15.36	12.37
BARODA BNP PARIBAS ELSS Tax Saver Fund - Regular - Growth Option	05-01-2006	-0.86	18.88	17.26	18.48	12.73
Sundaram Diversified Equity (ELSS) Regular Plan - Growth	10-05-2005	-0.92	12.35	12.43	18.7	12.18

PORTFOLIO ANALYSIS of Sundaram ELSS Tax Saver Fund Regular Growth

Asset Allocation (%)