Sundaram Mutual Fund

Sundaram ELSS Tax Saver Fund Direct Plan Growth

₹ 483.52

NAV (Apr 09)

23.532%
5 Year CAGR
Scripbox Opinion
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Neutral
Click here for top ranked funds in tax saving mutual funds.

Tax Saving funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Our analysis of this fundLearn how we rate funds ->

Downside Protection Measure

Category Leader

The fund has been a Category Leader on the Downside Protection Measure metric

Fund Size

Satisfactory

The performance of the fund on a Fund Size metric has been Satisfactory

Scripbox Recommended Tax Saving Fund
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Save tax combined with inflation beating long term growth. Invest in Scripbox Recommended Tax Saver Funds to unlock the best of both worlds - tax saving and long term wealth creation.?Learn morecheveron-blue

Scheme Information

Investment Objective

The fund seeks to build a high quality growth oriented portfolio to provide long term capital appreciation through investment primarily in equities.

Expense Ratio
1.72 %
Launched 12Y ago
2013-01-02
AUM in Crores
1212.4
ISIN
INF173K01HZ7
Lock-in (days)
1095
Benchmark
NIFTY 500 Total Return Index
SIP Minimum
500
Lumpsum Min.
500
Standard Deviation (3yr)
-
Standard Deviation
12.8
Beta
0.9
Sharpe Ratio
0.5
YTM
-
asset-allocation

Asset allocation and Holdings

Last updated on 2025-03-12

Top Stock Holdings

HDFC Bank Ltd.

7.02%
7.022%

ICICI Bank Ltd.

5.76%
5.758%

Reliance Industries Ltd.

5.61%
5.613%

Infosys Ltd.

4.19%
4.193%

Others

3.29%
3.293%
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Allocation by Sector

Financial

30.83%
30.827484%

Services

9.75%
9.752774%

Technology

8.05%
8.052944%

Healthcare

7.29%
7.294209%

Energy

6.74%
6.741045%
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Frequently Asked Questions

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