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  • Sundaram-tax-savings-fund-elss-formerly-known-as-principal-tax-savings-fund-regular-plan-growth-growth-14050615-2066

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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 ₹496.1606 NAV as of Mar 04,2026 and returns since inception of 53.92%. 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 -0.14% returns, against a category average of -1.63% and a category best of 4.38%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-0.14-1.634.38
6M-0.720.2920.20
1Y14.082.8436.07
3Y15.469.5197.35

Portfolio Analysis

  • Equity: 95.37%
  • Debt: 4.63%
  • Others
As on: 2026-01-31
View allocation % by

1. HDFC Bank Ltd7.80%
2. ICICI Bank Ltd5.94%
3. Axis Bank Ltd4.44%
4. Kotak Mahindra Bank Ltd2.88%
5. IndusInd Bank Ltd1.60%

1. Infosys Ltd4.25%
2. HCL Technologies Ltd1.66%
3. Tata Consultancy Services Ltd1.55%
4. Tech Mahindra Ltd1.44%
5. LTIMindtree Ltd1.05%

1. State Bank of India4.25%
2. Union Bank of India1.87%

1. Ultratech Cement Ltd2.54%
2. Ambuja Cements Ltd1.28%
3. JK Lakshmi Cement Ltd0.70%

1. Cipla Ltd1.66%
2. Alkem Laboratories Ltd1.43%
3. Sun Pharmaceutical Industries Ltd1.24%

1. Reliance Industries Ltd4.32%

1. Bharti Airtel Ltd4.26%

1. Larsen & Toubro Ltd3.35%

1. Force Motors Ltd1.99%
2. TATA Motors Ltd1.05%

1. Kirloskar Oil Engines Ltd1.71%
2. Cummins India Ltd1.31%

1. NTPC LTD1.66%
2. Torrent Power Ltd1.04%

1. Zomato Ltd1.48%
2. Swiggy Ltd1.19%

1. Mahindra & Mahindra Ltd2.28%

1. Devyani international limited1.10%
2. Jubilant Foodworks Ltd1.05%

1. ITC Ltd2.07%

1. Elecon Engineering Company Ltd1.07%
2. Praj Industries Ltd0.56%

1. Metropolis Healthcare Ltd1.36%

1. GAIL (IndiLtd1.31%

1. United Spirits Ltd1.28%

1. Varun Beverages Ltd1.27%

1. Emami Ltd1.21%

1. Delhivery Ltd1.15%

1. Hindustan Aeronautics Ltd1.10%

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 FundAxis ELSS Tax Saver Fund Growth232930.15 CR1.54
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 FundAxis ELSS Tax Saver Fund Growth12.414253.4314
This FundUnion ELSS Tax Saver Fund Growth15.62553.6117
This FundSundaram ELSS Tax Saver Fund Growth14.076653.9213
This FundSBI ELSS Tax Saver Fund Growth13.935888.57

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 : -0.14%
  • 6 Months : -0.72%
  • 1 Year : 14.08%
  • 3 Years : 15.46%
Returns of Sundaram ELSS Tax Saver Fund Growth are updated daily based on NAV of ₹ 496.1606 as on Mar 04,2026. Since inception, the return has been 53.92%.

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