Sundaram ELSS Tax Saver Fund

Sundaram ELSS Tax Saver Fund

Equity

Sundaram Mutual Fund

Elss (Tax Savings)

Get the latest NAV of Sundaram ELSS Tax Saver Fund. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.

₹515.73

▲0.6%1D

NAV as on 18 Mar 2026

14.45%/per year

Since Inception

Absolute Gain%

▲▼

128 people have invested ₹ 3.8L in Sundaram ELSS Tax Saver Fund in the last three months

Sundaram ELSS Tax Saver Fund Performance vs. Nifty 500

Fund returns vs Benchmark returns vs Category Average returns as on (18-Mar-26)

The fund has consistently outperformed the benchmark (Nifty 500) over the last 1Y, 3Y, 5Y time periods.

Period
1M
3M
6M
1Y
3Y
5Y
This Fund
-9.46%
-8.92%
-8.62%
6.37%
14.58%
13.17%
Nifty 500
-9.13%
-8.96%
-8.76%
5.44%
14.05%
11.67%
Elss (Tax Savings) Avg
-7.94%
-7.94%
-8.57%
5.7%
15.12%
13.06%
Best in Elss (Tax Savings)
-4.4%
-4.39%
-4.29%
12.01%
22.71%
18.83%
Worst in Elss (Tax Savings)
-9.97%
-12.85%
-15.11%
-0.04%
6.38%
8.09%

INDmoney Rank

Powered by IND quant engine

IND ranking is not available for this fund.

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
3Y Alpha
3Y Beta
3Y Sharpe
3Y Sortino
3Y Info Ratio
Sundaram ELSS Tax Saver Fund
-
1,349Cr
1.53%
6.37%
14.58%
0.36
0.86
0.88
1.43
-0.37
HDFC ELSS TaxSaver Fund
1/23
16,618Cr
1.08%
6.49%
19.24%
5.37
0.83
1.34
2.63
1.26
SBI ELSS Tax Saver Fund
2/23
32,171Cr
0.92%
5.79%
21.96%
6.51
0.97
1.32
2.48
1.96
DSP ELSS Tax Saver Fund
3/23
17,250Cr
0.74%
7.24%
19.43%
3.82
0.97
1.14
2.09
1.19
See all
Positive: Beats FD returns for both 3Y & 5Y duration
Beats FD returns for both 3Y & 5Y duration
Negative: 3Y returns in the bottom 25% of the category
3Y returns in the bottom 25% of the category

Sundaram ELSS Tax Saver Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

  • SIP

Total Investment

0

Profit

Total Corpus

0

Absolute Return
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Sundaram ELSS Tax Saver Fund Asset Allocation

See fund asset allocation details as on (14-Mar-26)

Fund Distribution

as on (14-Mar-26)

Large cap
70.5%
Small cap
18.2%
Mid cap
8.9%
Large Cap allocation has gone down from 71.3% to 70.5%
Large Cap allocation has gone down from 71.3% to 70.5%
Small Cap allocation has gone up from 16.5% to 18.2%
Small Cap allocation has gone up from 16.5% to 18.2%
Mid Cap allocation has gone up from 7.6% to 8.9%
Mid Cap allocation has gone up from 7.6% to 8.9%
Cash allocation has gone down from 4.6% to 2.4%
Cash allocation has gone down from 4.6% to 2.4%

Sundaram ELSS Tax Saver Fund Sector Allocation

See fund sector allocation details as on (14-Mar-26)

Sector Allocation

Financial Services
31.3%
Industrial
14.1%
Consumer Cyclical
12.3%
Consumer Defensive
9.6%
Health
8.3%
Basic Materials
6.4%
Energy
5.2%
Tech
4.9%
Communication
4.4%
Utilities
3.6%

Top 3 Sectors in February were Financial Services, Industrial & Consumer Cyclical

Feb'26

Financial Services

31%

Industrial

13%

Consumer Cyclical

13%

Jan'26

Financial Services

31%

Industrial

13%

Consumer Cyclical

12%

Sundaram ELSS Tax Saver Fund Holdings Details

as on (28-Feb-26)

Holdings
Weight%
1M Change
HDFC Bank Ltd
7.44%
0%
ICICI Bank Ltd
6.04%
0%
Axis Bank Ltd
4.48%
0%
Reliance Industries Ltd
4.31%
0%
State Bank of India
4.09%
-13.7%
See all
Top Stocks bought last month
Force Motors Ltd's allocation increased from 1.99% to 2.53%
Force Motors Ltd's allocation increased from 1.99% to 2.53%
JK Lakshmi Cement Ltd's allocation increased from 0.7% to 1.13%
JK Lakshmi Cement Ltd's allocation increased from 0.7% to 1.13%
Kirloskar Oil Engines Ltd's allocation increased from 1.71% to 2.03%
Kirloskar Oil Engines Ltd's allocation increased from 1.71% to 2.03%
Top Stocks sold last month
HDFC Bank Ltd's allocation decreased from 7.8 % to 7.44 %
HDFC Bank Ltd's allocation decreased from 7.8 % to 7.44 %
Reliance Industries Ltd's allocation decreased from 4.32 % to 4.31 %
Reliance Industries Ltd's allocation decreased from 4.32 % to 4.31 %
State Bank of India's allocation decreased from 4.25 % to 4.09 %
State Bank of India's allocation decreased from 4.25 % to 4.09 %

Sundaram ELSS Tax Saver Fund Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio1.53%
Benchmark
Nifty 500 TR INR
AUM₹1349 Cr
Inception Date1 January, 2013
Min Lumpsum/SIP₹500/₹500
Exit Load0%
Lock In3 Years
TurnOver
33.74%
Risk
Risk meter
pointer
Very High Risk

About Sundaram ELSS Tax Saver Fund

Sundaram ELSS Tax Saver Fund is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Rohit Seksaria, Bharath Subramanian. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. Sundaram ELSS Tax Saver Fund has ₹1349 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
  2. The fund has an expense ratio 1.5.

Returns

Sundaram ELSS Tax Saver Fund has given a CAGR return of 14.45% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 6.37%, 14.58% and 13.17% respectively.

Holdings

Sundaram ELSS Tax Saver Fund has allocated its funds majorly in Cash Equivalent, Financial Services, Industrial, Consumer Cyclical, Tech, Health, Energy, Basic Materials, Consumer Defensive, Communication, Utilities, Real Estate. Its top holdings are HDFC Bank Ltd, ICICI Bank Ltd, Axis Bank Ltd, Reliance Industries Ltd, State Bank of India

Taxation

As it is a elss (tax savings) mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

Investment objective of Sundaram ELSS Tax Saver Fund

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.

Minimum Investment and lockin period

Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 500.00. There is a lock in period for Sundaram ELSS Tax Saver Fund of 3 Years

Fund Manager

Rohit Seksaria

Fund Manager of Sundaram ELSS Tax Saver Fund, since 1 January 2022

Bharath Subramanian

Fund Manager of Sundaram ELSS Tax Saver Fund, since 2 June 2025

Learn more about Sundaram Mutual Fund
Parameters
Feb'26
Jan'26
Dec'25
AUM
₹ 1.3K Cr
₹ 1.3K Cr
₹ 1.4K Cr
  • AUM of the fund stands at 1.3K Cr as of Feb'26
  • AUM increased by 0.8 Cr between Feb'26 and Jan'26

Compare Sundaram ELSS Tax Saver Fund

Sundaram ELSS Tax Saver Fund

VS

Axis ELSS Tax Saver Fund

Frequently Asked Questions for Sundaram ELSS Tax Saver Fund

How do I invest in Sundaram ELSS Tax Saver Fund?

INDmoney makes it simple to invest in the Sundaram ELSS Tax Saver Fund. To do so, follow the steps below:
  • Download the INDmoney app.
  • Search for ‘Sundaram ELSS Tax Saver Fund’.
  • Select whether you want to invest in SIP or lump sum.
  • Enter the amount you wish to invest.
  • Set up payments via bank mandate or UPI.

What is the current NAV of Sundaram ELSS Tax Saver Fund?

The NAV of the fund today is ₹515.73. NAV or Net Asset Value is the per unit price of a mutual fund. For example, if the NAV of a fund is ₹10, it means you can get 1000 units of that mutual fund at ₹10,000.

What is the return on the fund?

Sundaram ELSS Tax Saver Fund fund has generated a return of 6.37% in 1 year, 14.58% in 3 years, 13.17% in 5 years.

Who is the fund manager of Sundaram ELSS Tax Saver Fund?

The fund managers are Rohit Seksaria, Bharath Subramanian.

What is the expense ratio of the fund?

The expense ratio is 1.53%. The Expense Ratio is a fee charged for managing the fund. This includes commissions, administrative costs etc.

What is the AUM of the fund?

The AUM of the fund is ₹1349 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

What are the top holdings of Sundaram ELSS Tax Saver Fund?

The top 3 holdings of the fund are HDFC Bank Ltd(7.44%), ICICI Bank Ltd(6.04%), Axis Bank Ltd(4.48%)