Sundaram ELSS Tax Saver Fund

AMC: SUNDARAM Moderate Risk Equity ELSS

📊 Quick Summary Of This Page

Sundaram ELSS Tax Saver Fund is a mutual fund managed by , offering diversified exposure across equities with holdings spanning key sectors and companies. Analyze its portfolio structure, sector allocation, NAV trend and SIP performance to understand its investment strategy and risk profile.
₹500
Minimum SIP
1.85%
Expense Ratio
Mr. S Bharath
Fund Manager
Growth
Plan Type
31 Mar 1996
Launch Date
0%
Exit Load
NAV Momentum
Fund Analysis

Sundaram ELSS Tax Saver Fund does not yet have a 5-year performance history.

The average return for ELSS funds is 63.29% .

Holdings Insights

The fund currently owns more than 0 stocks.

The top 10 holdings account for 0.00% of total assets.

Based on portfolio allocation, this fund appears well diversified compared with peers.

Category Comparison
Metric Fund Category Avg
1 Year Return 1.70% -3.86%
2 Year Return 23.19% 7.32%
3 Year Return 42.30% 26.26%
4 Year Return 130.49% 48.86%
5 Year Return 124.28% 63.29%
6 Year Return 125.30% 104.35%
7 Year Return 255.32% 130.89%
Expense Ratio 1.85% -
NAV History
Fund Information

AMC: SUNDARAM

Category: Equity • ELSS

Launch Date: 31 Mar 1996

Fund Manager: Mr. S Bharath

Minimum Purchase: ₹500

Exit Load:

Lock-in: 0

Risk: Moderate Risk

About This Fund

Sundaram ELSS Tax Saver Fund is managed by SUNDARAM and belongs to the Equity category.

Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.

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Frequently Asked Questions

Sundaram ELSS Tax Saver Fund is a mutual fund managed by . It invests across equities and provides exposure to diversified companies and sectors.

SIP suitability of Sundaram ELSS Tax Saver Fund depends on its historical NAV performance, volatility, portfolio quality, expense ratio and long-term consistency.

Sundaram ELSS Tax Saver Fund holds companies such as and other stocks based on its latest portfolio disclosure.

is currently one of the highest allocated sectors in Sundaram ELSS Tax Saver Fund, based on the latest portfolio data.

Sundaram ELSS Tax Saver Fund currently holds approximately stocks across multiple sectors and market caps.

The expense ratio of Sundaram ELSS Tax Saver Fund is , which represents the annual cost charged for managing the fund.

Sundaram ELSS Tax Saver Fund manages assets worth approximately , representing the total investor capital under management.

Sundaram ELSS Tax Saver Fund carries a risk profile based on its portfolio composition, volatility and market exposure.

Sundaram ELSS Tax Saver Fund performance can be evaluated using historical NAV trends, SIP returns and long-term return consistency.

Yes, Sundaram ELSS Tax Saver Fund can be compared with other funds based on returns, holdings, overlap, sector allocation and risk metrics.

Sundaram ELSS Tax Saver Fund is evaluated against , which represents its benchmark index for performance comparison.

is the Asset Management Company responsible for managing Sundaram ELSS Tax Saver Fund and making investment decisions.

Yes, Sundaram ELSS Tax Saver Fund provides company-wise exposure showing which stocks the fund is invested in and their weightage.

Sundaram ELSS Tax Saver Fund may be suitable for long-term investors depending on risk tolerance, investment goals and portfolio diversification needs.

The SIP calculator uses historical NAV data of Sundaram ELSS Tax Saver Fund to estimate returns and wealth creation over different time periods.