Sundaram ELSS Tax Saver Fund Regular Plan - Income Distribution CUM Capital Withdrawal Option (IDCW)
Category: Equity: ELSS
Launch Date: 02-01-2013
AUM:
₹ 1,394.52 Cr
Expense Ratio
2.16%
Benchmark
NIFTY 500 TRI
ISIN
INF173K01NM3
Minimum Investment
500.0
Minimum Topup
500.0
Minimum SIP Amount
500
Fund Manager
FM1- Sudhir Kedia; FM2 - Mr. Rohit Seksaria
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Sundaram ELSS Tax Saver Fund Regular Plan - Income Distribution CUM Capital Withdrawal Option (IDCW) | 4.44 | 16.9 | 21.26 |
| NIFTY 500 TRI | 2.64 | 18.71 | 22.1 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
413.1788
Last change
-0.01 (-0.0025%)
Fund Size (AUM)
₹ 1,394.52 Cr
Performance
12.57% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
To build a high quality growth-oriented portfolio to provide long-term capital gains to the investors. The scheme aims at providing returns through capital appreciation.
Fund Manager
FM1- Sudhir Kedia; FM2 - Mr. Rohit Seksaria
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 9.24 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 7.64 |
| TREPS | 4.78 |
| RELIANCE INDUSTRIES LIMITED EQ | 4.67 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 3.78 |
| Sundaram Liquid Fund - Direct Growth | 3.59 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 3.32 |
| INFOSYS LIMITED EQ FV RS 5 | 3.17 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 3.13 |
| KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/- | 2.95 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 32.38 |
| Fast Moving Consumer Goods | 7.24 |
| Healthcare | 7.07 |
| Oil, Gas & Consumable Fuels | 6.23 |
| Automobile and Auto Components | 5.46 |
| Consumer Services | 5.39 |
| Information Technology | 4.67 |
| Capital Goods | 4.2 |
| Construction Materials | 3.59 |
| Telecommunication | 3.42 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram ELSS Tax Saver Fund Reg Plan IDCW | 21.26 |
| HSBC Tax Saver Equity Gr | 22.99 |
| Motilal Oswal ELSS Tax Saver Fund Reg Gr | 26.54 |
| WhiteOak Capital ELSS Tax Saver Fund Reg Gr | 0.0 |
| Parag Parikh ELSS Tax Saver Reg Gr | 23.79 |
| HSBC ELSS Tax saver Fund Reg Growth | 22.37 |
| HDFC ELSS Tax saver Gr | 25.43 |
| PGIM India ELSS Tax Saver Reg Gr | 20.7 |
| Mirae Asset ELSS Tax Saver Reg Gr | 22.43 |
| Axis ELSS Tax Saver Reg Gr | 16.79 |