Sundaram ELSS Tax Saver Fund Regular Growth
| Category: Equity: ELSS |
| Launch Date: 01-01-2013 |
| Asset Class: |
| Benchmark: NIFTY 500 TRI |
| Expense Ratio: 2.18% As on ( 31-07-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 1,376.95 Cr As on ( 31-07-2025) |
| Turn over: 28 |
NAV (₹):
510.144
₹
3.32
(
0.6507%
)
as on
13-08-2025
CAGR
Since Inception -
14.32%
NIFTY 500 TRI -
12.42%
Fund Managers
FM1- Sudhir Kedia; FM2 - Mr. Rohit Seksaria
Investment Objective
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.
PERFORMANCE of Sundaram ELSS Tax Saver Fund Regular Growth
Scheme Performance (%) Data as on - 13-08-2025
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| Sundaram ELSS Tax Saver Fund Regular Growth | 4.3 | 15.02 | 20.47 | 13.63 | 14.32 |
| NIFTY 500 TRI | 0.97 | 15.51 | 20.76 | 13.78 | 12.42 |
| Equity: ELSS | 0.32 | 16.15 | 20.32 | 13.25 | 14.61 |
RETURNS CALCULATOR for Sundaram ELSS Tax Saver Fund Regular Growth
Growth of 10000 In SIP (Fund vs Benchmark)
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Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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Rolling Returns
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.
Key Performance and Risk Statistics of Sundaram ELSS Tax Saver Fund Regular Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Sundaram ELSS Tax Saver Fund Regular Growth | 11.66 | 0.87 | 0.47 | 0.85 | - | - |
| Equity: ELSS | - | - | - | - | - | - |
PEER COMPARISION
| Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
|---|---|---|---|---|---|---|
| Sundaram ELSS Tax Saver Fund Reg Gr | 01-01-2013 | 4.3 | 15.94 | 15.02 | 20.47 | 13.63 |
| HSBC Tax Saver Equity Gr | 05-01-2007 | 8.44 | 22.58 | 18.32 | 21.84 | 13.02 |
| WhiteOak Capital ELSS Tax Saver Fund Reg Gr | 14-10-2022 | 7.98 | 21.88 | 0.0 | 0.0 | 0.0 |
| Parag Parikh ELSS Tax Saver Reg Gr | 07-07-2019 | 7.38 | 19.79 | 18.37 | 21.95 | 0.0 |
| HDFC ELSS Tax saver Gr | 05-03-1996 | 5.56 | 22.85 | 21.33 | 24.57 | 13.48 |
| PGIM India ELSS Tax Saver Reg Gr | 11-12-2015 | 4.04 | 12.63 | 12.96 | 19.38 | 0.0 |
| BARODA BNP PARIBAS ELSS Tax Saver Gr | 05-01-2006 | 3.86 | 19.97 | 17.16 | 18.44 | 11.85 |
| ABSL ELSS Tax Saver Gr | 29-03-1996 | 3.67 | 16.53 | 13.44 | 13.92 | 10.46 |
| Sundaram Diversified Equity (ELSS) Reg Gr | 10-05-2005 | 3.61 | 13.45 | 13.04 | 18.81 | 11.33 |
| ICICI Prudential ELSS Tax Saver Fund Gr | 19-08-1999 | 3.41 | 17.61 | 15.6 | 20.61 | 12.85 |
Asset Allocation (%)
PORTFOLIO ANALYSIS of Sundaram ELSS Tax Saver Fund Regular Growth
Portfolio as on