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)

₹1,285 Cr

Lock In Period

3 Years

Expense Ratio

2.28

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(%)
1M-4.52-1.084.38
6M1.363.3719.30
1Y-7.644.0736.07
3Y6.6913.8782.93

Portfolio Analysis

  • Equity: 97.98%
  • Debt: 2.02%
  • Others
As on: 2026-08-31
View allocation % by

1. ICICI Bank Ltd6.68%
2. HDFC Bank Ltd5.45%
3. Axis Bank Ltd4.42%
4. Kotak Mahindra Bank Ltd3.10%
5. IndusInd Bank Ltd1.93%
6. IDFC First Bank Ltd1.05%

1. Infosys Ltd3.30%
2. HCL Technologies Ltd1.35%
3. Billionbrains Garage Ventures Ltd0.85%
4. LTIMindtree Ltd0.83%

1. State Bank of India3.73%
2. Union Bank of India1.13%

1. Kirloskar Oil Engines Ltd3.20%
2. Cummins India Ltd1.48%

1. Bharti Airtel Ltd3.62%

1. Zydus Lifesciences Ltd1.47%
2. Alkem Laboratories Ltd1.41%
3. Cipla Ltd0.74%

1. 360 ONE WAM Ltd (Prev IIFL Wealth Management Ltd)1.29%
2. Tata Capital Ltd1.26%
3. Max Financial Services Ltd1.00%

1. Larsen & Toubro Ltd3.52%

1. Force Motors Ltd1.91%
2. TATA Motors Ltd1.61%

1. Reliance Industries Ltd3.44%

1. Ultratech Cement Ltd2.32%
2. JK Lakshmi Cement Ltd1.02%

1. Eternal Ltd (Previously Zomato Ltd)2.10%
2. Swiggy Ltd1.20%

1. Devyani international limited1.38%
2. Jubilant Foodworks Ltd1.13%

1. Mahindra & Mahindra Ltd2.33%

1. NTPC LTD1.60%
2. Torrent Power Ltd0.73%

1. Thermax Ltd1.74%

1. United Spirits Ltd1.47%

1. TVS Motor Company Ltd1.45%

1. Affle (IndiLtd1.40%

1. Interglobe Aviation Ltd1.38%

1. GAIL (IndiLtd1.35%

1. Indegene Limited1.28%

1. Hindustan Aeronautics Ltd1.28%

1. The Phoenix Mills Ltd1.26%

1. ITC Ltd1.25%

1. Elecon Engineering Company Ltd1.21%

1. Delhivery Ltd1.21%

1. Ceat Ltd1.18%

1. Mahindra & Mahindra Financial Services Ltd1.18%

1. Amber Enterprises India Ltd1.03%

1. Kalpataru Projects International Ltd1.01%
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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 ₹1,285 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 2.28. 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 Growth13,482 CR1.93
PGIM India ELSS Tax Saver Fund Growth1722 CR2.67
Sundaram ELSS Tax Saver Fund Growth21,284 CR2.28
Fund Name1Y3Y
This FundUTI ELSS Tax Saver Fund Growth-6.374119.8375
This FundPGIM India ELSS Tax Saver Fund Growth-4.197221.1182
This FundSundaram ELSS Tax Saver Fund Growth-7.644621.4456

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 2.28. 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 : -4.52%
  • 6 Months : 1.36%
  • 1 Year : -7.64%
  • 3 Years : 6.69%
Returns of Sundaram ELSS Tax Saver Fund Growth are updated daily based on NAV of ₹ 484.6833 as on Sep 18,2026. Since inception, the return has been 21.45%.

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 ₹1,285 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.