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Sundaram ELSS Tax Saver Fund
ELSS - Tax SaverRank #35
2/5
NAV (2026-09-11)
₹484.3
AUM
₹1,284.96 Cr
Exp. Ratio: 2.3%
RISK LEVEL
Very High
Returns & Performance
1 Year-5.52%4.97% vs cat avgRank #32
3 Year7.01%2.84% vs cat avgRank #30
5 Year8.73%1.11% vs cat avgRank #24
Since Launch17.03%2.30% vs cat avg
Fund vs Category Average
1Y
-5.52%-4.97%
3Y
7.01%-2.84%
5Y
8.73%-1.11%
Pros & Cons
Pros
No notable pros identified
Cons
✖1Y returns trail category average
✖3Y returns below category average
✖5Y returns below category average
✖Higher expense ratio (2.3%)
✖1Y category rank outside top 15 (#32)
✖Overall rank #35 in category
✖Returns since launch below category avg
ISININF173K01361
NAV₹484.3
NAV Date2026-09-11
AUM₹1,284.96 Cr
Expense Ratio2.3%
RiskVery High
Rating2 / 5
Lock-in Period3 days
Min SIP Amount₹500
Max SIP Amount₹999999999
Min Additional Inv.₹500
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.1996-02-26
INVESTMENT OBJECTIVE
The fund seeks to build a high quality growth oriented portfolio to provide long term capital appreciation through investment primarily in equities.
Exit Load--
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsIf you redeem within one year, your returns will be taxed at 20%. For redemptions after one year, returns exceeding ₹1.25 lakh in a financial year will be taxed at 12.5%.
Bharath S
Mr. Bharath is a B Com (H), MBA and ICWA.
Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
Common questions about this fund, answered from scheme data
The latest Net Asset Value (NAV) of Sundaram ELSS Tax Saver Fund is ₹484.3 as of 2026-09-11.
Sundaram ELSS Tax Saver Fund is classified as a ELSS - Tax Saver fund.
Sundaram ELSS Tax Saver Fund is managed by Sundaram Mutual Fund.
The Assets Under Management (AUM) of Sundaram ELSS Tax Saver Fund is ₹1,284.96 Cr.
The expense ratio of Sundaram ELSS Tax Saver Fund is 2.3%.
Sundaram ELSS Tax Saver Fund is managed by Bharath S.
The minimum SIP investment for Sundaram ELSS Tax Saver Fund is ₹500.
As per the SEBI Riskometer, Sundaram ELSS Tax Saver Fund carries a Very High risk level.
Sundaram ELSS Tax Saver Fund has delivered -5.52% (1Y), 7.01% (3Y) and 8.73% (5Y) annualised returns as of 2026-09-11.
Sundaram ELSS Tax Saver Fund was launched on 1996-02-26.
Open an account with Indiabulls Securities, complete your KYC, and invest via SIP or a one-time lumpsum through our platform.
A Systematic Investment Plan (SIP) lets you invest a fixed amount at regular intervals (e.g., monthly) instead of a single lumpsum.
There is no separate brokerage on mutual fund units. The AMC charges an expense ratio, which is already reflected in the NAV. An exit load may apply if you redeem before the specified period.
Mutual fund NAVs are declared once per business day after market close, in line with SEBI norms.
The FAQs above are generated from data provided by the AMC and are for educational purposes only. They do not constitute financial advice, buy/sell recommendations, or return guarantees. Mutual fund investments are subject to market risks — read all scheme-related documents carefully before investing. Past performance is not indicative of future returns.
