April 23, 2026
RA Jainee
Sundaram ELSS Tax Saver Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 542.3 |
| NAV Bonus (Rs.) | — |
| NAV IDCW Half Yearly (Rs.) | 541.75 |
| Min. Investment (Rs.) | 500 |
| Min. SIP Investment (Rs.) | 500 |
| Min. No of Cheques | 6 |
| Benchmark | NIFTY 500 TRI |
| AUM Rs. | 1,183 Cr |
| (As on 31-Mar-2026) | |
| Expense | 1.57% |
| 1 Year Return (%) | 4.13 |
| 3 Year Return (%) | 15.86 |
| 5 Year Return (%) | 14.99 |
| 10 Year Return (%) | 13.74 |
| Return Since Launch | 13.71% |
⚖️ Sahifund Review – Sundaram ELSS Tax Saver Fund ✔
PLUS: Stability, track record, cost efficiency
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MINUS: Large AUM, large-cap bias, momentum lag
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Sahifund View (Decisive Line):
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| NFO Guidance |
What lies ahead? Below we decode returns consistency, portfolio concentration, peer positioning and risk profile in detail.
Suitable For Which Investors?
ELSS funds are suitable for investors:
1. Seeking tax savings u/s 80C through a diversified equity portfolio
2. Aiming for long-term wealth creation
3. With a 5+ year investment horizon
4. Who are at ease with the market’s ups and downs
Note:
• Invest only through SIP
• The fund has a lock-in-period of 3 years
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 | 13.71% |
| Benchmark | NIFTY 500 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | 1,183 Cr |
| As on 31-Mar-2026) | |
| Expense | 1.57% |
| As on 31-Mar-2026) | |
| Risk Grade | Below Average |
| Return Grade | Below Average |
| Turnover | 46.50% |
Sundaram ELSS Tax Saver Fund Returns
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Sundaram ELSS Tax Saver Dir | -4.28 | -0.06 | 7.94 | -0.81 | -3.11 | 4.13 | 15.86 | 14.99 | 14.00 | 13.74 |
| BSE 500 TRI | -3.71 | -0.23 | 7.76 | -0.11 | -3.15 | 4.81 | 16.41 | 14.62 | 14.48 | 14.53 |
| Equity: ELSS | -3.06 | -0.22 | 7.85 | 0.54 | -3.14 | 4.52 | 17.39 | 15.64 | 15.38 | 15.08 |
| Rank within category | 24 | 11 | 17 | 27 | 19 | 21 | 25 | 23 | 22 | 22 |
| Number of funds in category | 40 | 40 | 40 | 40 | 40 | 40 | 37 | 33 | 31 | 28 |
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 | 4.13 | 15.86 | 14.99 | 1.57 | 1.57 | 1,183 | 13.71 | — | 13Y 3M | 46.50 |
| SBI ELSS Tax Saver Dir | 4.63 | 22.91 | 19.96 | 0.99 | 0.99 | 28,441 | 15.67 | — | 13Y 3M | 25.00 |
| DSP ELSS Tax Saver Dir | 3.21 | 20.66 | 17.60 | 0.70 | 0.70 | 15,044 | 17.00 | — | 13Y 3M | 34.00 |
| HDFC ELSS Tax Saver Dir | 1.19 | 20.02 | 19.75 | 1.10 | 1.10 | 14,615 | 14.45 | — | 13Y 3M | 20.63 |
| Nippon India ELSS Tax Saver Dir | 7.27 | 19.78 | 17.13 | 1.04 | 1.04 | 13,422 | 14.16 | — | 13Y 3M | 15.00 |
Sundaram ELSS Tax Saver Fund Portfolio
| No. of Stocks | 58 |
| Top 10 Stocks | 41.87% |
| Top 5 Stocks | 25.84% |
| Top 3 Sectors | 62.19% |
| Portfolio P/B Ratio | 2.80 |
| Portfolio P/E Ratio | 20.31 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 1,96,248 | 1,82,184 |
| Giant (%) | — | — |
| Large (%) | 71.40 | 64.22 |
| Mid (%) | 10.71 | 19.05 |
| Small (%) | 17.89 | 18.52 |
| Tiny (%) | — | — |
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https://www.sundarammutual.com/Fund/AllSchemes
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