August 13, 2025
RA Jainee
Sundaram ELSS Tax Saver Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by sahifund.com
NAV Growth: Rs 541.9961
NAV IDCW Half Yearly: Rs 541.4462
Suitable For Which Investors?
When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. In addition, there is a tax benefit. Under Section 80C of the Indian income tax laws, investments of up to Rs 1.5 lakh in a financial year in eligible securities such as this fund are exempt from tax.
But be prepared for ups and downs in your investment value along the way. Also note that you cannot withdraw your money from this fund before completing three years from the date of investment.
Like for all equity funds, you must invest only through the SIP route.
Fund’s Investment Strategy:
The fund seeks to build a high quality growth oriented portfolio to provide long term capital appreciation through investment primarily in equities.
Fund Manager:
1) Bharath S.
Education: Mr. Bharath is a B Com (H), MBA and ICWA.
Experience: Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
2) Rohit Seksaria
Education: Mr. Seksaria is CS, CA & has done MBA from IIM Ahmedabad
Experience: Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.
Investment Details
| Min. Investment (Rs) | 500 |
| Min. Addl Investment (Rs) | 500 |
| Min. SIP Investment (Rs) | 500 |
| Min. Withdrawal (Rs) | 500 |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | 1 |
| Lock-in Period | 3 Years |
| Exit Load | 0 |
Basic Details of Sundaram ELSS Tax Saver Fund
| Fund House | Sundaram Mutual Fund |
| Launch Date | 01-Jan-13 |
| Return Since Launch | 14.52% |
| Benchmark | NIFTY 500 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 1,377 Cr |
| (As on 31-Jul-2025) | |
| Expense | 1.67% |
| (As on 31-Jul-2025) | |
| Risk Grade | Average |
| Return Grade | Below Average |
| Turnover | 36.10% |
Trailing Returns (%) of Sundaram ELSS Tax Saver Fund
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Sundaram ELSS Tax Saver Dir | 3.66 | -0.21 | -0.96 | 2.54 | 9.15 | 3.28 | 15.42 | 21.01 | 13.62 | 13.18 |
| BSE 500 TRI | 1.58 | -0.24 | -2.84 | 0.71 | 8.47 | -1.00 | 15.02 | 20.64 | 14.01 | 13.78 |
| Equity: ELSS | 0.02 | -0.18 | -2.58 | 1.62 | 8.40 | 0.08 | 17.33 | 21.70 | 14.99 | 14.21 |
| Rank within category | 7 | 23 | 1 | 11 | 13 | 6 | 26 | 21 | 21 | 17 |
| Number of funds in category | 39 | 40 | 40 | 40 | 40 | 39 | 33 | 33 | 30 | 26 |
Peer Comparison of Sundaram ELSS Tax Saver Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Sundaram ELSS Tax Saver Dir | 3 star | 3.28 | 15.42 | 21.01 | 1.67 | 1,377 | 14.52 | — | 12Y 7M | 36.10 |
| SBI ELSS Tax Saver Dir | 5 star | -1.37 | 24.32 | 25.41 | 0.95 | 30,271 | 16.45 | — | 12Y 7M | 18.00 |
| DSP ELSS Tax Saver Dir | 4 star | 0.56 | 19.62 | 24.22 | 0.69 | 16,981 | 17.73 | — | 12Y 7M | 34.00 |
| HDFC ELSS Tax Saver Dir | 5 star | 5.00 | 21.87 | 25.29 | 1.09 | 16,579 | 15.40 | — | 12Y 7M | 20.47 |
| Bandhan ELSS Tax Saver Dir | 4 star | -1.85 | 15.90 | 24.60 | 0.65 | 6,974 | 17.46 | — | 12Y 7M | 33.00 |
Portfolio Analysis of Sundaram ELSS Tax Saver Fund
| No. of Stocks | 55 |
| Top 10 Stocks | 43.37% |
| Top 5 Stocks | 28.49% |
| Top 3 Sectors | 47.01% |
| Portfolio P/B Ratio | 3.44 |
| Portfolio P/E Ratio | 24.22 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 2,72,422 | 1,99,528 |
| Giant (%) | 64.55 | 55.86 |
| Large (%) | 15.82 | 19.48 |
| Mid (%) | 17.10 | 21.06 |
| Small (%) | 2.53 | 6.79 |
| Tiny (%) | — | 0.45 |
Chanakya’s Mutual Fund Guidance For Sundaram ELSS Tax Saver Fund
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