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Sundaram ELSS Tax Saver Fund - Growth

  • Regular
  • Direct
Category : ELSS
Fund House : PRINCIPAL Mutual Fund

Scheme 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.

Scheme Details

  • Fund manager(s)Bharath S , Rohit Seksaria
  • Launch date – 31-Mar-1996
  • Expense ratio – 2.19% as declared on 30-Sep-2025 (category average is 1.99%)
  • Benchmark - Nifty 500 TRI
  • Min SIP amount - ₹500
  • Min investment amount (one time- first time) - ₹500
  • Min investment amount (addtional purchase) - ₹500
  • Type : Open Ended Fund. You can invest any time in this fund.

Exit Load

Data not available.

Net Buy Price
Buy Date
Sell Date
  • Gross Profit
  • Exit Charges
  • Net Profit

Tax Rate

You can not sell your investments in this fund for 3 years from the purchase date. Long term capital gain tax will be applicable when you sell your investments after 3 years. Current tax rate is 12.5%, if your total long term capital gain exceeds 1.25 lakhs in a financial year. Any cess/surcharge is not included. However, you can claim a deduction on your taxable income under section 80c for your investments in this fund. (Current tax deductions are capped at 1.5 lakh per year).

Contact Details

Sundaram Asset Management Company Ltd
Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014
Tel no.: 044-28569900
Fax no.: 044-2858 3156
Website.: https://www.sundarammutual.com

Forum

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