Sundaram ELSS Tax Saver Fund - Direct Plan has delivered 49.96% absolute return over the last 5 years.
The average return for ELSS funds is 63.29% .
This fund ranks #21 in its category based on 5-year returns.
The largest portfolio holding is HDFC BANK LTD with a portfolio weight of 6.80% .
The fund currently owns more than 57 stocks.
The top 10 holdings account for 41.64% of total assets.
Based on portfolio allocation, this fund appears moderately concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 2.52% | -3.86% |
| 2 Year Return | 25.21% | 7.32% |
| 3 Year Return | 45.87% | 26.26% |
| 4 Year Return | 138.17% | 48.86% |
| 5 Year Return | 133.41% | 63.29% |
| 6 Year Return | 137.12% | 104.35% |
| 7 Year Return | 275.80% | 130.89% |
| Expense Ratio | 1.39% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Finance - Banks - Private Sector |
6.80%
|
|
| 2 | Financials |
6.54%
|
|
| 3 | Financials |
4.15%
|
|
| 4 | Communication Services |
4.09%
|
|
| 5 | Financials |
3.73%
|
|
| 6 | Energy |
3.50%
|
|
| 7 | Industrials |
3.40%
|
|
| 8 | Industrials |
3.31%
|
|
| 9 | Information Technology |
3.26%
|
|
| 10 | Finance - Banks - Private Sector |
2.86%
|
|
| 11 | Materials |
2.48%
|
|
| 12 | Consumer Discretionary |
2.40%
|
Sundaram ELSS Tax Saver Fund - Direct Plan 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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