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Sundaram ELSS Tax Saver Fund Regular Plan - Half Yearly Income Distribution CUM Capital Withdrawal Option

Equity: ELSS Open Ended Scheme
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NAV
₹ 407.5029 ₹ -6.18 (-1.52 %)
as on 20-12-2024
Asset Size (AUM)
1,356.17 Cr
Launch Date
Jan 02, 2013
Invest in this scheme
Investment Objective
The fund seeks to build a high quality growth oriented portfolio to provide long term capital appreciation through investment primarily in equities.
Minimum Investment 500.0
Minimum Top-up 500.0
Investment Returns Since Launch in Jan 02, 2013
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12.82

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
0.98 %
Expense Ratio
2.22%
Volatility
11.66 %
Fund House
Sundaram Mutual Fund
Fund Manager
Sudhir Kedia, Rohit Seksaria
Key Features
Scheme description
Minimum Purchase Application Amount
Rs. 500.0 (plus in multiples of Rs. 500.0)
Entry Load
Not applicable
Exit Load
NIL. Units under Sundaram Tax Savings Fund - A long term Tax saver Fund, issued under ELSS guidelines 2005, are eligible for tax deduction u/s 80C of the Income Tax Act, 1961 and can be repurchased/pledged/ transferred after 3 years from the date of unit allotment. Investors are eligible for free accidental death insurance* vide policy number AG00062048000102 (TSF) / AG00062055000102 (PTSF) with Royal Sundaram General Insurance Co. Limited, for investments made upto March 31,2014."Personal Accidental Death Insurance" feature has been discontinued for any fresh subscriptions received / new units created in the scheme on or after April 1, 2014. Insur ance claim papers need to be submitted within 30 days from the date of demise of the first unit holder at any branch of ins
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Fund Performance
Fund's historical return comparison with other asset classes
Other Schemes of the Same Category
Sundaram ELSS Tax Saver Fund Regular Plan - Half Yearly Income Distribution CUM Capital Withdrawal Option
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option
HSBC ELSS Tax saver Fund - Regular Growth
HSBC Tax Saver Equity Fund - Growth
SBI Long Term Equity Fund - Regular Plan- Growth
JM ELSS Tax Saver Fund (Regular) - Growth option
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth
Invesco India ELSS Tax Saver Fund - Growth
BANK OF INDIA ELSS Tax Saver -Regular Plan- Growth
DSP ELSS Tax Saver Fund - Regular Plan - Growth
Performance

Scheme Performance (%)

Data as on - 20-12-2024

Yearly Performance (%)

NAV Movement

Investment Returns Calculator
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Peer Comparison
Scheme Name Inception Date 1 Year Return % 2 Year Return % 3 Year Return % 5 Year Return % 10 Year Return %
Sundaram ELSS Tax Saver Fund Regular Plan - Half Yearly Income Distribution CUM Capital Withdrawal Option 02-01-2013 17.91 18.29 15.73 18.41 0.0
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option 05-01-2015 51.18 40.6 29.09 24.18 0.0
HSBC ELSS Tax saver Fund - Regular Growth 01-01-2013 36.8 29.61 20.7 19.49 14.27
HSBC Tax Saver Equity Fund - Growth 05-01-2007 36.11 28.24 20.55 19.93 13.81
SBI Long Term Equity Fund - Regular Plan- Growth 31-03-1993 32.96 32.06 25.91 24.21 14.95
JM ELSS Tax Saver Fund (Regular) - Growth option 31-03-2008 31.4 28.38 20.78 21.39 15.88
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth 14-10-2022 31.0 28.89 0.0 0.0 0.0
Invesco India ELSS Tax Saver Fund - Growth 29-12-2006 29.11 26.87 16.82 18.92 14.56
BANK OF INDIA ELSS Tax Saver -Regular Plan- Growth 25-02-2009 27.73 28.03 20.64 25.13 16.8
DSP ELSS Tax Saver Fund - Regular Plan - Growth 05-01-2007 27.57 25.89 20.54 21.1 16.09
Portfolio Analysis
Portfolio as on
Sector Allocation
Sector Allocation (%)
Portfolio Holdings
Company Allocation (%)
Sector Allocation
Portfolio Holdings