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Sundaram Mutual Fund

Sundaram ELSS Tax Saver Fund Direct

NAV
returns change indicator
523.4416
as on 24 Jul 2024, 10:44 PM
0.8640(0.17%)
Last Change
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Scheme Ratings

3
starstarstarstarstar
rated by Value Research
Videos: for Sundaram Mutual Fund
Principal Tax Saving Fund
Principal Tax Savings Fund Low

Investment Performance

would have given a return of
1,10,871
star
1,21,647
star
1,66,458
star
1,69,072
star
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
69,072
Profit (absolute return)
69.07%
in the last
1m
3m
1y
3y
5y
max
+1% Higher Returns
With Direct Plans on Paytm Money

Investment Returns

In the last 3 months
8.76%
In the last 6 months
18.49%
In the last 1 year
30.51%
In the last 3 years
69.07%
In the last 5 years
154.50%
In the last 10 years
282.47%
Absolute Returns
CAGR

Scheme Riskometer

low
low
low to moderate
low to moderate
moderate
moderate
moderately high
moderately high
high
high
very high
very high
indicator
Investors understand that their principal will be at very high risk

Scheme Information

Sundaram ELSS Tax Saver Fund Direct
Sundaram ELSS Tax Saver Fund Direct
as of 30 Jun 2024, 05:30 AM
1,355.38 Cr
Scheme Asset Size
Fund Type
Open-End
Exit Load
No charges on withdrawal
1.67%
Expense Ratio
Plan
Growth
3.67%
Cash Holding
Benchmark
NIFTY 500 Total Return Index
Scheme Document
Benchmark
NIFTY 500 Total Return Index
Exit Load
No charges on withdrawal
Scheme Document

Sectors Holding in this Mutual Fund

as on 30 Jun 2024
Sort By
Financial
29.08%
394.13 Cr
Services
10.42%
141.27 Cr
Technology
8.69%
117.78 Cr
Healthcare
7.35%
99.60 Cr
Capital Goods
6.79%
91.99 Cr
Others
37.67%
510.57 Cr
View All
View All

Companies Holding in this Mutual Fund

as on 30 Jun 2024
Sort By
HDFC Bank Ltd.
7.53%
102.06 Cr
Reliance Industries Ltd.
6.33%
85.80 Cr
ICICI Bank Ltd.
5.85%
79.29 Cr
Infosys Ltd.
3.62%
49.06 Cr
Others
76.67%
1,039.17 Cr
View All
View All

About Sundaram ELSS Tax Saver Fund Direct

Sundaram ELSS Tax Saver Fund Direct is a Tax Saver mutual fund scheme from Sundaram Mutual Fund. This scheme was launched on Invalid date and is currently managed by its fund managers Sudhir Kedia and Rohit Seksaria. It has an AUM of ₹1,355.38 Crores and the latest NAV decalared is ₹523.442 as on 25 Jul 2024 at 9:42 pm.
Sundaram ELSS Tax Saver Fund Direct scheme return performance in last 1 year is 30.51%, in last 3 years is 69.07% and 506.26% since scheme launch. The min. SIP amount to invest in this scheme is ₹500.

Scheme Details

AUM:1,355.38 Cr
Category:Equity: ELSS
Launch Date:Invalid date
Fund Type:Open-End

About Fund Category

Having a statutory lock-in period of 3 years, ELSS Funds enable long term wealth accumulation along with the benefit of tax saving. Investing in ELSS Funds makes you eligible to claim a tax deduction of up to Rs 1.5 lakh under Section 80C of the Income Tax Act 1961.

AMC Information

Sundaram Mutual Fund
Sundaram Mutual Fund
View AMC Details
63,389.98 Cr
AUM
104
Schemes
Address
Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah600014
Phone Number
Phone Number
Phone : 1860-425-7237