Sundaram ELSS Tax Saver Fund - Direct (G) logo

Sundaram ELSS Tax Saver Fund Direct Growth

NAV ₹565.18 as on 17 Nov 2025

RiskVery High

Fund Size₹1,398.23Cr

NAV₹565.18 as on 17 Nov 2025
RiskVery High
Fund Size₹1,398.23Cr

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Investment Details
Top Rated Funds

Lock-in

3 Years

Min One Time Amount

₹500

Min Withdrawal Amount

₹-

Min SIP Amount

₹500

Min Additional Amount

₹500

Exit Load

Nil

Basic Details

Age

12 years 10 months (Since Jan 02, 2013)

Return since Launch

15.70%

Expense ratio

1.7%

Type

OPEN

AUM (Fund Size)

₹1,398.23

Risk Grade

Very High

Benchmark

Nifty 500 TRI

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Returns
Total investment of ₹2,40,000
Would have become ₹61,949 (+209.74%)
Fund Manager

Name:

S Bharath

Experience:

He has experience over 8 years in research and he is the dedicated fund manager for overseas securities. He joined Sundaram AMC in 2004.

Asset Allocation

TREPS 5.42%

Net CA & Others -0.12%

See All
Scheme Holding Summary

Banks

Debt Others

Refineries

Telecom-Service

Infrastructure Developers & Operators

IT - Software

Virtual Dynamics Software Ltd

0.00%

Tobacco Products

ITC Ltd

2.86%

Cement

Automobile

Pharmaceuticals

Cipla Ltd

1.81%

Finance

Power Generation & Distribution

NTPC Ltd

1.51%

E-Commerce/App based Aggregator

Capital Goods-Non Electrical Equipment

Healthcare

Logistics

Alcoholic Beverages

FMCG

Emami Ltd

1.29%

Gas Distribution

Agro Chemicals

UPL Ltd

1.24%

Quick Service Restaurant

Air Transport Service

Capital Goods - Electrical Equipment

Auto Ancillaries

Plantation & Plantation Products

Aerospace & Defence

Chemicals

Miscellaneous

Chennai Super Kings Cricket Ltd

0.04%

Financial Services

BSE Ltd

0.53%
See All
RiskometerLevel of risk in the scheme
Moderate
High
Low
Very
High

Your investment will be at Very High Risk

Fund house & investment objective
Rank (total assets)#21 in India
Total AUM₹74,005.23Cr
Date of Incorporation26 Feb 1996
Sundaram ELSS Tax Saver Fund Direct Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 02 Jan 2013. The fund currently has an Asset Under Management(AUM) of ₹74,005.23 Cr and the Latest NAV as of 17 Nov 2025 is ₹565.18.
The Sundaram ELSS Tax Saver Fund Direct Growth is rated Very High. Minimum SIP Investment is set to ₹500 . Minimum Lumpsum Investment is ₹500. Exit load of Nil.
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Returns and Rankings

Category: Equity ELSS

1Y3Y5YAll
Fund returns11.08%5.01%3.54%1.22%
Category average7.03%5.53%3.90%-
Rank within category83229-

FAQ’s

What kind of returns does Sundaram ELSS Tax Saver Fund Direct Growth provide?

Sundaram ELSS Tax Saver Fund Direct Growth has given a return of 15.79% in the past 3 years.

What is the expense ratio charged by Sundaram ELSS Tax Saver Fund Direct Growth?

The Expense Ratio charged by Sundaram ELSS Tax Saver Fund Direct Growth is 1.7%.

What is the AUM size of Sundaram ELSS Tax Saver Fund Direct Growth?

The AUM size of Sundaram ELSS Tax Saver Fund Direct Growth is ₹1,398.23Cr.

What is the minimum SIP amount that you can invest in Sundaram ELSS Tax Saver Fund Direct Growth?

₹500 is the minimum SIP amount that you can invest in Sundaram ELSS Tax Saver Fund Direct Growth .

What are the top stock holdings of Sundaram ELSS Tax Saver Fund Direct Growth?

The top stock holdings of Sundaram ELSS Tax Saver Fund Direct Growth include , HDFC Bank Ltd , ICICI Bank Ltd , Axis Bank Ltd and State Bank of India.

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start building your wealth journey

*By clicking, I agree to the T&C and Whatsapp updates.