Sundaram ELSS Tax Saver

Fund Category: ELSS

Fund Category ELSS

Very High Equity G

3 Morning Star

3 Value Research

NAV( 13 Apr 2026)

₹ 485.43

3.7%

Invest now Compare Funds

Sundaram ELSS Tax Saver

Invest now

Performance

13.51%3y Returns

-0.78% 1D Returns

Investment details

Min SIP amount

₹ 500
Min Lumpsum

₹ 500
Lock In

1095
Expense ratio

2.23%
Exit load

NIL

L After 365 days

Fund details

View Fund Documents

Fund size

₹ 1,183 Cr
Plan

REGULAR
Launch date

1 Jan 1996
Fund type

OPEN
Fund benchmark

NIFTY 500 Total Return Index
ISIN

INF173K01361

Fund allocation

Asset allocation

Company holdings

Company	Allocation %
Indegene Ltd	0.99%
Net Payables	-0.32%
Deepak Nitrite Ltd	0.76%
Eternal Ltd	1.51%
Swiggy Ltd	1.2%
Amara Raja Energy & Mobility Ltd	0.87%
PB Fintech Ltd	1.21%
Devyani International Ltd	1.02%
Bharti Airtel Ltd	4.05%
Alkem Laboratories Ltd	1.52%
Kirloskar Oil Engines Ltd	2.2%
Brigade Enterprises Ltd	0.55%
Repo	2.04%
Affle 3I Ltd	0.98%
Varun Beverages Ltd	1.18%
Chennai Super Kings Ltd	0.05%
Interglobe Aviation Ltd	1.03%
Metropolis Healthcare Ltd	0.91%
GAIL (India) Ltd	1.23%
Billionbrains Garage Ventures Ltd	0.51%
Delhivery Ltd	1.29%
Axis Bank Ltd	4.29%
Jubilant FoodWorks Ltd	1.08%
Amber Enterprises India Ltd	0.7%
Tata Motors Ltd	1.12%
LTIMindtree Ltd	0.8%
Cummins India Ltd	1.64%
HDFC Bank Ltd	6.99%
ITC Ltd	2.11%
Indusind Bank Ltd	1.53%
Force Motors Ltd	2.3%
State Bank of India	3.89%
Torrent Power Ltd	1.11%
Trent Ltd	0.45%
Cipla Ltd	1.75%
Kotak Mahindra Bank Ltd	2.84%
Oil And Natural Gas Corporation Ltd	2.41%
Union Bank of India	1.93%
Ultratech Cement Ltd	2.45%
Hindustan Aeronautics Ltd	1.01%
Reliance Industries Ltd	4.49%
Thermax Ltd	0.55%
Emami Ltd	1.12%
NTPC Ltd	1.97%
Tech Mahindra Ltd	1.3%
HCL Technologies Ltd	1.5%
ICICI Bank Ltd	6.02%
Tata Consultancy Services Ltd	1.34%
United Spirits Ltd	1.31%
Elecon Engineering Company Ltd	1.13%
JK Lakshmi Cement Ltd	1.04%
Max Financial Services Ltd	0.5%
Tata Steel Ltd	0.58%
Praj Industries Ltd	0.7%
Ambuja Cements Ltd	1.15%
Virtual Dynamics Software Ltd	0.0%
Whirlpool Of India Ltd	1.02%
Infosys Ltd	3.69%
Mahindra & Mahindra Ltd	2.28%
Larsen & Toubro Ltd	3.16%

Sectors

Company	Allocation %
Others	1.72%
Construction	3.71%
Automobile	5.70%
Consumer Staples	5.72%
Materials	4.64%
Financial	28.50%
Capital Goods	8.10%
Consumer Discretionary	1.72%
Chemicals	0.76%
Services	8.84%
Energy	11.21%
Technology	9.61%
Metals & Mining	0.58%
Healthcare	5.17%
Communication	4.05%

Risk Associated

Very High

Investors be aware that principal under this fund will be at Very High risk.
This product is suitable for investors who are seeking capital appreciation over long term

About AMC

View All Mutual Funds

Sundaram Mutual Fund >

Contact Information

Address:

Email:
Website

http://www.sundarammutual.com
Phone:

Funds Offered

49
AUM

₹ 67,088 Cr
Website

http://www.sundarammutual.com

About

Sundaram Mutual Fund is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited. Established in 1996, Sundaram Asset Management Company, manages funds that cater to the investment needs of investors with different risk, reward and liquidity preferences. Their deep commitment to making mutual funds accessible to everyone is the impetus that drives their expansion. They have over 93 branches across India, with an office in Dubai and a wholly owned subsidiary in Singapore. Sundaram Asset Management Company, manages funds that cater to the investment needs of investors with different risk, reward and liquidity preferences.

Fund Manager

View All Mutual Funds

Sudhir Kedia

Funds Offered

7
AUM

₹ 11,653 Cr
Highest Return

15.42%

About

Sudhir Kedia Fund Manager - Role of a fund manager includes buying and selling of securities based on their research and analysis. Check out the mutual fund managers across all the categories for best guidance now

Start investing now

SIP
One time

SIP amount

/ Monthly

Monthly SIP Date

Select a Date

Frequently Asked Questions

View All

What is the current NAV of Sundaram ELSS Tax Saver?

The current NAV of Sundaram ELSS Tax Saver is ₹ 485.4329

How much does Sundaram ELSS Tax Saver charge as expense ratio?

The expense ratio of Sundaram ELSS Tax Saver is 2.23%

How to Redeem Sundaram ELSS Tax Saver Regular Growth?

To redeem, follow the steps below:

1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Portfolio" button on the bottom left of the home screen.
3. Click "View Funds" on the My Portfolio page.
4. Click on the three dots (⋮) next to the fund you want to redeem.
5. Click "Redeem" from the list to complete the process.

What are the steps to invest in Sundaram ELSS Tax Saver?

To invest, follow the steps below:

1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Mutual Funds" button on the home screen.
3. Search for the fund name in the search bar at the top of the screen.
4. Click on the "Invest Now" button at the bottom.
5. Choose between SIP or Lumpsum option, enter the amount you wish to invest, and then click on "Proceed to pay".
6. Complete the payment and OTP process to confirm your investments.

Secure your future with hassle-free investing on Moneyfy!

Can I invest in Sundaram ELSS Tax Saver through both SIP and lump sum?

You can invest in Both SIP & Lumpsum in Sundaram ELSS Tax Saver based on your investment objective and risk profile.

What is the return of Sundaram ELSS Tax Saver?

For Sundaram ELSS Tax Saver, 3-year return is 13.51% per annum and 5-year return is 13.52% per annum. Check the return performance in detail on the page.

What is the lock-in period in Sundaram ELSS Tax Saver?

The lock-in-period of Sundaram ELSS Tax Saver is 1095 years.

How to Start your Investing journey on Tata Moneyfy?

At Tata Moneyfy, we follow 3 easy steps to make mutual fund investments simple, convenient, and quick:

Create account

Complete KYC

Set up your account and update your KYC details

Start investing

Once we verify your KYC details, you’re ready to start investing!

Get Started

Scan the QR code to download the app

Sundaram ELSS Tax Saver

₹ 485.43

3.7%

Sundaram ELSS Tax Saver

Performance

13.51%3y Returns

Investment details

₹ 500

₹ 500

1095

2.23%

NIL

L After 365 days

Fund details

₹ 1,183 Cr

REGULAR

1 Jan 1996

OPEN

NIFTY 500 Total Return Index

INF173K01361

Fund allocation

Risk Associated

Very High

About AMC

Sundaram Mutual Fund >

Contact Information

Address:

49

₹ 67,088 Cr

About

Fund Manager

Sudhir Kedia

7

₹ 11,653 Cr

15.42%

About

Start investing now

Select a Date

Frequently Asked Questions

What is the current NAV of Sundaram ELSS Tax Saver?

How much does Sundaram ELSS Tax Saver charge as expense ratio?

How to Redeem Sundaram ELSS Tax Saver Regular Growth?

What are the steps to invest in Sundaram ELSS Tax Saver?

Can I invest in Sundaram ELSS Tax Saver through both SIP and lump sum?

What is the return of Sundaram ELSS Tax Saver?

What is the lock-in period in Sundaram ELSS Tax Saver?

How to Start your Investing journey on Tata Moneyfy?

Create account

Complete KYC

Start investing

Scan the QR code to download the app

Similar Mutual Funds

Samco ELSS Tax Saver Reg-G

3.5 %

11.84

3.5%

4.57%

5.4%

Rs.500.0

Rs.96.55 Cr

Nirali Bhansali

11.84

₹500.0

₹96.55 cr

Nirali Bhansali

Mirae Asset ELSS Tax Saver Reg-G

3.87 %

47.24

3.87%

9.7%

15.2%

Rs.500.0

Rs.22940.33 Cr

Neelesh Surana

47.24

₹500.0

₹22940.33 cr

Neelesh Surana

JM ELSS Tax Saver-G

4.94 %