Sundaram ELSS Tax Saver Fund Direct Plan - Growth

EquityELSS (Tax Savings)
558.74
0.04(0.01%)
NAV as on 09 Dec, 2025
CAGR
14.92%3Y lock in

Top Performer

This scheme has consistently delivered the best returns in its ELSS (Tax Savings) category across .

Returns
  • AUM (Crs.)1,398.23
  • Expense Ratio1.70 %
  • Sharpe Ratio / Category Average0.74 / 0.75
  • Standard Deviation / Category Average11.42 / 13.01
  • Beta / Category Average0.85 / 0.94
  • Portfolio Turnover / Category Average33.74 / 59.16
  • Top 5 Stocks Wt.28.74
  • Top 10 Stocks Wt.44.93
  • Top 3 Sectors Wt.54.46
  • Investment StyleLarge Growth
  • Morningstar Rating

Performance

Absolute and Annualised Returns

Yearly Returns

Returns Calculator

Portfolio

Asset Allocation

  • Equity%
  • Debt%
  • Cash%
  • Derivatives%

Weightage by Market Cap

    Concentration

    • No. of Stocks--
    • Avg. Market Cap--
    • Top 10 Stocks--
    • Top 5 Stocks--
    • Top 3 Sectors--
    View Holdings

    Fundamentals

    MeasuresFundCategory Average

    Risk Metrics

    Peers

    1Y3Y5Y10Y
    Mutual FundAUM (cr.)3YReturns

    Holdings

    Stocks
    Sector

    About

    • Fund Manager(s)Check History
      Rohit Seksaria, Bharath Subramanian
    • Launch Date01 Jan, 2013
    • BenchmarkS&P BSE 500

    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.

    Riskometer

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