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Mutual Funds

Sundaram ELSS Tax Saver Fund

Su

Sundaram ELSS Tax Saver Fund

ELSSRank #33
3/5

NAV (2026-07-14)

495.57

AUM

₹1,280.74 Cr

Exp. Ratio: 2.31%

RISK LEVEL

Very High

Returns & Performance

1 Year-3.27%8.20% vs cat avgRank #27
3 Year9.77%5.62% vs cat avgRank #30
5 Year10.93%4.49% vs cat avgRank #21
Since Launch17.21%--

Fund vs Category Average

1Y
-3.27%-8.20%
3Y
9.77%-5.62%
5Y
10.93%-4.49%

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 (2.31%)
1Y category rank outside top 15 (#27)
Overall rank #33 in category
ISININF173K01361
NAV₹495.57
NAV Date2026-07-14
AUM₹1,280.74 Cr
Expense Ratio2.31%
RiskVery High
Rating3 / 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.

Top Holdings

Holdings data not available for this scheme