₹ 504.2797
NAV (Sep 06)
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 Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 504.2797
NAV (Sep 6)
Last 1Y | 31.8% |
Last 3Y | 17.2% |
Last 5Y | 21.9% |
Last 10Y | 13.6% |
Since Inception | 18.6% |
6 Month CAGR | 16.1% |
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 | 1394.6 |
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 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Sundaram ELSS Tax Saver Fund (G) | 12,82,986 | 5,50,374 | 21.9% | |
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.
HDFC Bank Ltd.
7%ICICI Bank Ltd.
5.8%Reliance Industries Ltd.
5.6%Infosys Ltd.
4.2%Others
3.3%Financial
28.072942%Services
9.671979%Technology
9.643037%Energy
7.766375%Healthcare
7.604693%Fund Name | Fund Size | |
---|---|---|
₹ 25,617 cr | ||
₹ 23,046 cr | ||
₹ 62,717 cr | ||
₹ 48,805 cr | ||
₹ 17,267 cr |
Sundaram Mutual Fund
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
18.147% | 22.375% | ||
18.828% | 15.265% | ||
11.084% | 8.535% | ||
5.554% | 4.932% | ||
18.869% | 12.162% |
Sundaram ELSS Tax Saver Fund (G) is a Equity Equity fund and has delivered an annualised return of 18.556% 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 9/6/2024 is ₹504.28 with the total AUM as of 9/7/2024 is ₹1394.648614. 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 31.781% 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 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.