- Mutual Funds
- Sundaram Mutual Fund
- Sundaram ELSS Tax Saver Fund (G)
Sundaram ELSS Tax Saver Fund (G)
₹ 479.6
NAV (May 09)
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).
Scheme Information
The fund seeks to build a high quality growth oriented portfolio to provide long term capital appreciation through investment primarily in equities.
Expense Ratio | 2.25 % |
Launched 29Y ago | 1996-03-31 |
AUM in Crores | 1327.6 |
ISIN | INF173K01361 |
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 | - |
Fund Managers
Asset allocation and Holdings
Top Stock Holdings
HDFC Bank Ltd.
7.02%ICICI Bank Ltd.
5.76%Reliance Industries Ltd.
5.61%Infosys Ltd.
4.19%Others
3.29%
Allocation by Sector
Financial
30.83%Services
9.75%Technology
8.05%Healthcare
7.29%Energy
6.74%
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 68,033 cr | ||
₹ 24,326 cr | ||
₹ 28,506 cr | ||
₹ 16,217 cr | ||
₹ 51,111 cr |
Sundaram ELSS Tax Saver Fund (G) Review
Sundaram ELSS Tax Saver Fund (G) is a Tax Saving Equity fund and has delivered an annualised return of 17.84% over 29 years. The fund has grown over a period of 29 years. The fund is managed by Sundaram Mutual Fund. The fund managers are Rohit Seksaria, Sudhir Kedia.
Nav of Sundaram ELSS Tax Saver Fund (G) as of 5/9/2025 is ₹479.60 with the total AUM as of 5/11/2025 is ₹1327.56. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram ELSS Tax Saver Fund (G) was launched on 1996-03-31. The category risk of the fund is Very High.
The minimum SIP amount for Sundaram ELSS Tax Saver Fund (G) is ₹500 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹500. Check your estimated returns on mutual funds by using sip calculator.
Sundaram ELSS Tax Saver Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to NIFTY 500 Total Return Index.
Scripbox has rated it 3 stars, indicating it's a neutral fund in the Equity category and delivered 7.46% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram ELSS Tax Saver Fund (G).