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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

₹1,183 Cr

Lock In Period

3 Years

Expense Ratio

2.23

Benchmark

NIfty 500 Total Return

Exit Load

Nil

Summary

Latest details for Sundaram ELSS Tax Saver Fund Growth include a ₹496.3985 NAV as of Apr 28,2026 and returns since inception of 49.11%. Minimum investments start at SIP ₹500. The Sundaram ELSS Tax Saver Fund Growth AUM is ₹1,183 Cr, with a lock-in of 3 Years years, expense ratio of 2.23%, and benchmark NIfty 500 Total Return. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 7.74% returns, against a category average of 1.99% and a category best of 14.83%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M7.741.9914.83
6M-4.971.7520.20
1Y3.195.8636.07
3Y14.2515.76102.94

Portfolio Analysis

  • Equity: 98.31%
  • Debt: 1.69%
  • Others
As on: 2026-03-31
View allocation % by

1. HDFC Bank Ltd6.99%
2. ICICI Bank Ltd6.02%
3. Axis Bank Ltd4.29%
4. Kotak Mahindra Bank Ltd2.84%
5. IndusInd Bank Ltd1.53%

1. Infosys Ltd3.69%
2. HCL Technologies Ltd1.50%
3. Tata Consultancy Services Ltd1.34%
4. Tech Mahindra Ltd1.30%
5. LTIMindtree Ltd0.80%
6. Billionbrains Garage Ventures Ltd0.51%

1. State Bank of India3.89%
2. Union Bank of India1.93%

1. Ultratech Cement Ltd2.45%
2. Ambuja Cements Ltd1.15%
3. JK Lakshmi Cement Ltd1.04%

1. Reliance Industries Ltd4.49%

1. Bharti Airtel Ltd4.05%

1. Kirloskar Oil Engines Ltd2.20%
2. Cummins India Ltd1.64%

1. Force Motors Ltd2.30%
2. TATA Motors Ltd1.12%

1. Cipla Ltd1.75%
2. Alkem Laboratories Ltd1.52%

1. Larsen & Toubro Ltd3.16%

1. NTPC LTD1.97%
2. Torrent Power Ltd1.11%

1. Zomato Ltd1.51%
2. Swiggy Ltd1.20%

1. Oil & Natural Gas Corporation Ltd2.41%

1. Mahindra & Mahindra Ltd2.28%

1. ITC Ltd2.11%

1. Jubilant Foodworks Ltd1.08%
2. Devyani international limited1.02%

1. Elecon Engineering Company Ltd1.13%
2. Praj Industries Ltd0.70%

1. United Spirits Ltd1.31%

1. Delhivery Ltd1.29%

1. GAIL (IndiLtd1.23%

1. PB Fintech Ltd1.21%

1. Varun Beverages Ltd1.18%

1. Emami Ltd1.12%

1. Interglobe Aviation Ltd1.03%

1. Whirlpool of India Ltd1.02%

1. Hindustan Aeronautics Ltd1.01%

About Fund

Sundaram ELSS Tax Saver Fund Growth managed by Sundaram Mutual Fund,is a Tax Saving (ELSS) Fundsscheme with Assets Under Management of ₹1,183 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 2.23. 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.

Fund Managers

S Bharath

Mr. Bharath is a B Com (H), MBA and ICWA. Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundKotak ELSS Tax Saver Fund Growth25586.77 CR1.78
This FundAditya Birla Sun Life Tax Plan Growth1314.6 CR1.55
This FundSundaram ELSS Tax Saver Fund Growth21183.44 CR2.23
This FundMotilal Oswal ELSS Tax Saver Fund Growth43968.68 CR1.84
Fund Name1Y3Y
This FundKotak ELSS Tax Saver Fund Growth3.655348.8456
This FundAditya Birla Sun Life Tax Plan Growth-4.157448.9182
This FundSundaram ELSS Tax Saver Fund Growth3.194549.1128
This FundMotilal Oswal ELSS Tax Saver Fund Growth15.984395.8425

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 2.23. 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 : 7.74%
  • 6 Months : -4.97%
  • 1 Year : 3.19%
  • 3 Years : 14.25%
Returns of Sundaram ELSS Tax Saver Fund Growth are updated daily based on NAV of ₹ 496.3985 as on Apr 28,2026. Since inception, the return has been 49.11%.

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 ₹1,183 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