Sundaram ELSS Tax Saver Fund Growth Return
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Showing Funds Performance since Sep 07, 2020
Sundaram ELSS Tax Saver Fund Growth Fund Overview
Min. investment
SIP ₹500 & Lump. ₹500
AUM (Fund size)
₹1,296 Cr
Lock In Period
3 Years
Expense Ratio
2.23
Exit Load
Nil
Benchmark
NIfty 500 Total Return
Summary
Sundaram ELSS Tax Saver Fund Growth NAV is ₹485.4705 as of 16 May, 2026. Sundaram ELSS Tax Saver Fund Growth has delivered 39.85% returns since its launch. The minimum SIP investment amount in Sundaram ELSS Tax Saver Fund Growth is ₹500. The AUM of Sundaram ELSS Tax Saver Fund Growth is ₹1,296 Cr. The expense ratio of the fund is 2.23%, and its benchmark is NIfty 500 Total Return. The current exit load of the fund is Nil. In the last 1M months, Sundaram ELSS Tax Saver Fund Growth has delivered -0.95% returns.
Sundaram ELSS Tax Saver Fund Growth Calculate Returns
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -0.95 | 0.21 | 5.81 |
| 6M | -8.30 | 1.08 | 20.20 |
| 1Y | -1.88 | 4.37 | 36.07 |
| 3Y | 11.83 | 12.91 | 97.35 |
Portfolio Analysis
- Equity: 98.31%
- Debt: 1.69%
- Others
As on: 2026-03-31
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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 ₹1,296 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 Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Navi ELSS Tax Saver Fund - Growth | 0 | 43.7 CR | 2.29 |
| Parag Parikh ELSS Tax Saver Fund Growth | 3 | 5617.03 CR | 1.73 |
| Sundaram ELSS Tax Saver Fund Growth | 2 | 1296.13 CR | 2.23 |
| Motilal Oswal ELSS Tax Saver Fund Growth | 4 | 4658.52 CR | 1.84 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundNavi ELSS Tax Saver Fund - Growth | 5.6309 | 36.3961 |
| This FundParag Parikh ELSS Tax Saver Fund Growth | -6.5623 | 38.1104 |
| This FundSundaram ELSS Tax Saver Fund Growth | -1.8796 | 39.8524 |
| This FundMotilal Oswal ELSS Tax Saver Fund Growth | 12.2566 | 90.3008 |
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 2.23. 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 : -0.95%
- 6 Months : -8.30%
- 1 Year : -1.88%
- 3 Years : 11.83%
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 ₹1,296 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.
