Formerly Sundaram Tax Savings Reg Gr
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).
The performance of the fund on a Fund Size metric has been Satisfactory
The performance of the fund on a Outperformance Consistency metric has been Good
NAV (Dec 1)
6 Month CAGR
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.
Launched (27y ago)
Mar 31, 1996
AUM in Crores
IISL Nifty 500 TR INR
Standard Deviation (3yr)
Standard Deviation (5yr)
Sharpe Ratio (3yr)
Sharpe Ratio (5yr)
with step up of
|Sundaram ELSS Tax Saver Fund (Growth)||10,58,906||3,26,294||14.8%|
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
hdfc bank ltd8.4%
reliance industries ltd5.9%
icici bank ltd5.7%
|Fund Name||Fund Size||Outperformance Consistency|
₹ 11,693 cr
₹ 11,883 cr
₹ 17,531 cr
₹ 10,182 cr
₹ 9,101 cr
Sundaram Asset Management Company Ltd
|Fund Name||Scripbox Opinion||Till Date CAGR|
Sundaram ELSS Tax Saver Fund (G) is a Tax Saving Equity fund and has delivered an annualised return of 16% over a period of 27 years. The fund was previously known as Sundaram Tax Savings Reg Gr. The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Rohit Seksaria, Sudhir Kedia.
Nav of Sundaram ELSS Tax Saver Fund (G) as of 12/1/2023 is ₹401.60 with the total AUM as of 12/3/2023 is ₹1061.506. 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 Mar 31, 1996. The category risk of the fund is Very High Risk.
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 IISL Nifty 500 TR INR.
Sundaram ELSS Tax Saver Fund (G) is rated as a 3 fund in Equity and delivered 13.7% 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).
What is Sundaram ELSS Tax Saver Fund (G)?
How to invest in Sundaram ELSS Tax Saver Fund (G)?
You can invest in Sundaram ELSS Tax Saver Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Sundaram ELSS Tax Saver Fund (G)?
The minimum sip amount for Sundaram ELSS Tax Saver Fund (G) is ₹500. You can invest in multiples of ₹500.
Is Sundaram ELSS Tax Saver Fund (G) good to invest in?
As per Scripbox experts, Sundaram ELSS Tax Saver Fund (G) is a Neutral fund. You can investSundaram ELSS Tax Saver Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Sundaram ELSS Tax Saver Fund (G)?
The expense ratio of the Sundaram ELSS Tax Saver Fund (G) is 2.28% for regular plan.