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Sundaram ELSS Tax Saver Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

Sundaram ELSS Tax Saver Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

₹1,281 Cr

Lock In Period

3 Years

Expense Ratio

2.31

Exit Load

Nil

Benchmark

NIfty 500 Total Return

Sundaram ELSS Tax Saver Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.390.634.38
6M-1.923.0120.20
1Y0.275.8936.07
3Y10.2315.4797.35

Portfolio Analysis

  • Equity: 98.11%
  • Debt: 1.88%
  • Others
As on: 2026-06-30
View allocation % by

1. HDFC Bank Ltd7.34%
2. ICICI Bank Ltd6.34%
3. Axis Bank Ltd4.59%
4. Kotak Mahindra Bank Ltd2.91%
5. IndusInd Bank Ltd1.74%

1. Infosys Ltd2.92%
2. HCL Technologies Ltd1.10%
3. Tata Consultancy Services Ltd1.06%
4. Billionbrains Garage Ventures Ltd0.90%
5. LTIMindtree Ltd0.65%

1. Kirloskar Oil Engines Ltd3.62%
2. Cummins India Ltd1.90%

1. Cipla Ltd1.93%
2. Alkem Laboratories Ltd1.48%
3. Zydus Lifesciences Ltd1.42%

1. State Bank of India3.77%
2. Union Bank of India1.04%

1. Ultratech Cement Ltd2.37%
2. JK Lakshmi Cement Ltd1.17%
3. Ambuja Cements Ltd1.11%

1. Bharti Airtel Ltd3.89%

1. Larsen & Toubro Ltd3.62%

1. Reliance Industries Ltd3.50%

1. Force Motors Ltd2.03%
2. TATA Motors Ltd1.34%

1. Zomato Ltd1.61%
2. Swiggy Ltd1.02%

1. NTPC LTD1.75%
2. Torrent Power Ltd0.85%

1. Mahindra & Mahindra Ltd2.19%

1. Devyani international limited1.11%
2. Jubilant Foodworks Ltd0.96%

1. Max Financial Services Ltd1.01%
2. 360 ONE WAM Ltd (Prev IIFL Wealth Management Ltd)0.95%

1. ITC Ltd1.94%

1. Elecon Engineering Company Ltd1.57%

1. GAIL (IndiLtd1.51%

1. Interglobe Aviation Ltd1.43%

1. United Spirits Ltd1.34%

1. Delhivery Ltd1.26%

1. Affle (IndiLtd1.25%

1. Thermax Ltd1.22%

1. Hindustan Aeronautics Ltd1.17%

1. Indegene Limited1.10%

1. Ceat Ltd1.07%

1. Emami Ltd1.06%

1. Tata Steel Ltd1.01%

About Fund Sundaram ELSS Tax Saver Fund Growth

Sundaram ELSS Tax Saver Fund Growth managed by Sundaram Mutual Fund,is a Tax Saving (ELSS) Fundsscheme with Assets Under Management of ₹1,281 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 2.31. 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
UTI ELSS Tax Saver Fund Growth13,473 CR1.93
Groww ELSS Tax Saver Fund Growth050 CR2.91
Sundaram ELSS Tax Saver Fund Growth21,280 CR2.31
Motilal Oswal ELSS Tax Saver Fund Growth44,861 CR1.9
Fund Name1Y3Y
This FundUTI ELSS Tax Saver Fund Growth2.746332.5152
This FundGroww ELSS Tax Saver Fund Growth-2.710832.8307
This FundSundaram ELSS Tax Saver Fund Growth0.274333.9248
This FundMotilal Oswal ELSS Tax Saver Fund Growth9.551379.5209

Sundaram ELSS Tax Saver Fund Growth 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 2.31. 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 : 1.39%
  • 6 Months : -1.92%
  • 1 Year : 0.27%
  • 3 Years : 10.23%
Returns of Sundaram ELSS Tax Saver Fund Growth are updated daily based on NAV of ₹ 507.3463 as on Aug 07,2026. Since inception, the return has been 33.92%.

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 ₹1,281 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.