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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

₹1,348 Cr

Lock In Period

3 Years

Expense Ratio

2.19

Benchmark

NIfty 500 Total Return

Exit Load

Nil

Summary

Latest details for Sundaram ELSS Tax Saver Fund Growth include a ₹518.9433 NAV as of Feb 20,2026 and returns since inception of 53.91%. Minimum investments start at SIP ₹500. The Sundaram ELSS Tax Saver Fund Growth AUM is ₹1,348 Cr, with a lock-in of 3 Years years, expense ratio of 2.19%, and benchmark NIfty 500 Total Return. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.00% returns, against a category average of 0.00% and a category best of 0.00%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)

Portfolio Analysis

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As on: 2026-01-31
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About Fund

Sundaram ELSS Tax Saver Fund Growth managed by Sundaram Mutual Fund,is a Tax Saving (ELSS) Fundsscheme with Assets Under Management of ₹1,348 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 2.19. Under the expert guidance of S Bharath ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundCanara Robeco ELSS Tax Saver Fund Growth38721.21 CR1.71
This FundUnion ELSS Tax Saver Fund Growth2869.66 CR2.29
This FundSundaram ELSS Tax Saver Fund Growth21348.11 CR2.19
This FundSBI ELSS Tax Saver Fund Growth531861.52 CR1.57
Fund Name1Y3Y
This FundCanara Robeco ELSS Tax Saver Fund Growth13.192453.3247
This FundUnion ELSS Tax Saver Fund Growth13.282353.5344
This FundSundaram ELSS Tax Saver Fund Growth12.159953.907
This FundSBI ELSS Tax Saver Fund Growth11.458287.7521

FAQs

Sundaram ELSS Tax Saver Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Sundaram ELSS Tax Saver Fund Growth is 2.19. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Sundaram ELSS Tax Saver Fund Growth’s fund performance is as follows:
  • 1 Month : %
  • 6 Months : %
  • 1 Year : %
  • 3 Years : %
Returns of Sundaram ELSS Tax Saver Fund Growth are updated daily based on NAV of ₹ 518.9433 as on Feb 20,2026. Since inception, the return has been 53.91%.

You can invest in Sundaram ELSS Tax Saver Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Sundaram ELSS Tax Saver Fund Growth is ₹1,348 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Sundaram ELSS Tax Saver Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500