Sundaram ELSS Tax Saver Fund Regular Plan - Income Distribution CUM Capital Withdrawal Option (IDCW)
Category: Equity: ELSS
Launch Date: 02-01-2013
AUM:
₹ 1,398.23 Cr
Expense Ratio
2.21%
Benchmark
NIFTY 500 TRI
ISIN
INF173K01NM3
Minimum Investment
500.0
Minimum Topup
500.0
Minimum SIP Amount
500
Fund Manager
FM1- Sudhir Kedia; FM2 - Mr. Rohit Seksaria
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Sundaram ELSS Tax Saver Fund Regular Plan - Income Distribution CUM Capital Withdrawal Option (IDCW) | 10.86 | 15.08 | 18.21 |
| NIFTY 500 TRI | 10.03 | 16.57 | 19.03 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
424.774
Last change
1.37 (0.3226%)
Fund Size (AUM)
₹ 1,398.23 Cr
Performance
12.41% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
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.
Fund Manager
FM1- Sudhir Kedia; FM2 - Mr. Rohit Seksaria
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 8.74 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 7.09 |
| TREPS | 5.42 |
| RELIANCE INDUSTRIES LIMITED EQ | 4.76 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 4.29 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 3.85 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 3.63 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 3.57 |
| INFOSYS LIMITED EQ FV RS 5 | 3.28 |
| ITC LIMITED EQ NEW FV RE.1/- | 2.86 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 31.1 |
| Fast Moving Consumer Goods | 8.6 |
| Automobile and Auto Components | 7.55 |
| Information Technology | 6.33 |
| Healthcare | 6.15 |
| Oil, Gas & Consumable Fuels | 6.02 |
| Capital Goods | 5.36 |
| Consumer Services | 4.94 |
| Telecommunication | 4.29 |
| Construction Materials | 3.68 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram ELSS Tax Saver Fund Reg Plan IDCW | 18.21 |
| Mirae Asset ELSS Tax Saver Reg Gr | 19.01 |
| HDFC ELSS Tax saver Gr | 24.01 |
| ICICI Prudential ELSS Tax Saver Fund Gr | 19.16 |
| ABSL ELSS Tax Saver Gr | 13.01 |
| Sundaram ELSS Tax Saver Fund Reg Gr | 18.42 |
| WhiteOak Capital ELSS Tax Saver Fund Reg Gr | 0.0 |
| Mahindra Manulife ELSS Tax Saver Reg Gr | 18.97 |
| Sundaram Value Fund Reg Plan Gr | 17.05 |
| Edelweiss ELSS Tax Saver Reg Gr | 17.96 |