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Sundaram Mutual Fund · Equity: ELSS
Sundaram ELSS Tax Saver Fund Regular Growth
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.
Benchmark · NIFTY 500 TRITER · 2.16%Inception · 01-01-2013
NAV
₹485.47
+0.96% · as of 14-05-2026
Since inception
13.75%
CAGR
Benchmark (inception)
12.11%
CAGR
Fund size
₹13 Cr
AUM
Expense ratio
2.16%
30-04-2026
Performance
Returns vs benchmark & category
Since inception: +13.75% CAGR vs benchmark +12.11%.
Portfolio
Where the money is invested
Top holdings
HDFC BANK LIMITED EQ NEW FV RE. 1/-6.99%
ICICI BANK LIMITED EQ NEW FV RS. 2/-6.02%
RELIANCE INDUSTRIES LIMITED EQ4.49%
AXIS BANK LIMITED EQ NE FV RS. 2/-4.29%
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-4.05%
STATE BANK OF INDIA EQ NEW RE. 1/-3.89%
INFOSYS LIMITED EQ FV RS 53.69%
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-3.16%
Kotak Mahindra Bank Limited2.84%
ULTRATECH CEMENT LIMITED EQ2.45%
Sector allocation
Financial Services29.71%
Information Technology9.61%
Capital Goods8.35%
Oil, Gas & Consumable Fuels8.13%
Fast Moving Consumer Goods5.72%
Automobile and Auto Components5.45%
Consumer Services5.31%
Healthcare5.17%
Construction Materials4.64%
Telecommunication4.05%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 13.8% p.a.₹10,000
10 years
Projected value
₹25,81,339
Invested: ₹12,00,000
Gained: ₹13,81,339
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
B
Bharath S, Rohit Seksaria, Shalav Saket
Manager since fund inception data not available
ISIN & identifiers
AMFI code
149569
ISIN (Growth)
INF173K01361
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Equity: ELSS funds
Motilal Oswal ELSS Tax Saver Fund Reg Gr
₹54.31
1Y
+11.0%
3Y
+24.1%
5Y
+19.9%
Quant ELSS Tax Saver Gr
₹387.09
1Y
+10.2%
3Y
+18.0%
5Y
+16.4%
Edelweiss ELSS Tax Saver Reg Gr
₹111.53
1Y
+4.9%
3Y
+15.0%
5Y
+13.6%
BANK OF INDIA ELSS Tax Saver ECO Gr
₹175.34
1Y
+4.5%
3Y
+16.4%
5Y
+15.2%
Bank of India ELSS Tax Saver Reg Gr
₹161.75
1Y
+4.2%
3Y
+16.1%
5Y
+14.8%
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