- Mutual Funds
- Sundaram Mutual Fund
- Sundaram ELSS Tax Saver Fund (G)
Sundaram ELSS Tax Saver Fund (G)
₹ 514.471
NAV (Sep 18)
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).
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 514.471
NAV (Sep 18)
Fund Returns
Last 1Y | 29.9% |
Last 3Y | 16.7% |
Last 5Y | 22% |
Last 10Y | 13.8% |
Since Inception | 18.6% |
6 Month CAGR | 19.3% |
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 | 2.2 |
Launched (0y ago) | 2.2 |
AUM in Crores | 1411.2 |
ISIN | INF173K01361 |
Lock-in | 1095 |
Benchmark | NIFTY 500 Total Return Index |
SIP Minimum | 500 |
Lumpsum Min. | 500 |
Standard Deviation (3yr) | |
Standard Deviation | 12 |
Beta | 0.9 |
Sharpe Ratio | 1.1 |
YTM |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Sundaram ELSS Tax Saver Fund (G) | 12,86,311 | 5,53,699 | 22% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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.
Asset allocation and Holdings
Top Stock Holdings
HDFC Bank Ltd.
7%ICICI Bank Ltd.
5.8%Reliance Industries Ltd.
5.6%Infosys Ltd.
4.2%Others
3.3%Allocation by Sector
Financial
28.072942%Services
9.671979%Technology
9.643037%Energy
7.766375%Healthcare
7.604693%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,041 cr | ||
₹ 23,712 cr | ||
₹ 64,222 cr | ||
₹ 50,154 cr | ||
₹ 17,488 cr |
About the AMC
Sundaram Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
17.922% | 22.76% | ||
18.579% | 15.294% | ||
10.926% | 8.548% | ||
5.593% | 4.942% | ||
18.378% | 12.164% |
Sundaram ELSS Tax Saver Fund (G) Review
Sundaram ELSS Tax Saver Fund (G) is a Equity Equity fund and has delivered an annualised return of 18.576% over a period of 28 years. The fund is managed by Sundaram Mutual Fund. The fund manager’s name is [object Object],[object Object].
Nav of Sundaram ELSS Tax Saver Fund (G) as of 9/18/2024 is ₹514.47 with the total AUM as of 9/19/2024 is ₹1411.241183. 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 Average.
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.
Sundaram ELSS Tax Saver Fund (G) is rated as a 3 fund in Equity and delivered 29.862% 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).
Frequently Asked Questions
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 3 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 2.2% for regular plan.