Good morning :)
Add to Watchlist
Share

How to use scorecard? Learn more

Sundaram ELSS Tax Saver Fund(IDCW) Direct IDCW

IDCW
548.790.03% (-0.17)
High
Low
Returns
0.00%
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
Loading...
1M
6M
1Y
3Y
5Y
Max
SIP

Mid-size Fund

Assets Under Mgmt: ₹ 1,359 Cr

Very High Risk

Principle investment will be at very high risk

How to use scorecard? Learn more

Mid-size Fund

Assets Under Mgmt: ₹ 1,359 Cr

Very High Risk

Principle investment will be at very high risk

Sundaram ELSS Tax Saver Fund(IDCW) Performance & Key Metrics

Sundaram ELSS Tax Saver Fund(IDCW) Performance & Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
1.7113.270.11
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.3815.410.06

Sundaram ELSS Tax Saver Fund(IDCW) Scheme InfoSundaram ELSS Tax Saver Fund(IDCW) Scheme Info

PlanPlanLock inLock inExit LoadExit Load
IDCW3 yrs0.00%
Nil
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 500
Initial: ₹ 500 Incremental: ₹ 500
BenchmarkBenchmark
NIFTY 500 - TRI

About Equity Linked Savings Scheme (ELSS)

About Equity Linked Savings Scheme (ELSS)

Equity Linked Savings Scheme or ELSS are the equity funds that invest majorly in equity or equity-related instruments. They offer the tax benefits under the new Section 80C of the Income Tax Act 1961.

Sundaram ELSS Tax Saver Fund(IDCW) Peers

Sundaram ELSS Tax Saver Fund(IDCW) Peers & Comparison

Comparing 3 mutual funds from 
EquityEquity Linked Savings Scheme (ELSS)
Loading...
Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Sundaram ELSS Tax Saver Fund(IDCW)4.67%19.14%13.49%
Axis ELSS Tax Saver Fund(IDCW)-2.72%9.50%12.47%
SBI ELSS Tax Saver Fund(IDCW)3.67%24.82%9.75%
Mirae Asset ELSS Tax Saver Fund(IDCW)-1.80%10.99%12.46%

Sundaram ELSS Tax Saver Fund(IDCW) Returns Comparison

Compare Sundaram ELSS Tax Saver Fund(IDCW) with any MF, ETF, stock or index
Compare Sundaram ELSS Tax Saver Fund(IDCW) with any MF, ETF, stock or index
Sundaram ELSS Tax Saver Fund(IDCW)
Hmm, looks like data is unavailable here. Please come back after some time
Loading...

Sundaram ELSS Tax Saver Fund(IDCW) Portfolio

Sundaram ELSS Tax Saver Fund(IDCW) Asset Allocation

Sundaram ELSS Tax Saver Fund(IDCW) Asset Allocation

Actual

Target

Sep 2024

Dec 2024

Mar 2025

May 2025

ACTUAL
RightsCash & EquivalentsEquity1.99%4.52%93.49%

Sep 2024

Dec 2024

Mar 2025

May 2025

Tickertape Separator

Sundaram ELSS Tax Saver Fund(IDCW) Sector Distribution

Sundaram ELSS Tax Saver Fund(IDCW) Sector Distribution

+31 morePharmaceuticalsOil & Gas - Refining & MarketingIT Services & ConsultingConstruction & EngineeringPrivate Banks50.46 %4.81 %6.09 %7.07 %7.18 %24.38 %

Sep 2024

Dec 2024

Mar 2025

May 2025

Tickertape Separator

Sundaram ELSS Tax Saver Fund(IDCW) Sector Weightage

Sundaram ELSS Tax Saver Fund(IDCW) Sector Weightage

Mar 24Jun 24Sep 24Dec 24Mar 25May 2518.34%18.98%19.21%20.98%23.56%24.38%
Private Banks as a % of total holdings for last six quarters
Tickertape Separator

Sundaram ELSS Tax Saver Fund(IDCW) Current Holdings

Sundaram ELSS Tax Saver Fund(IDCW) Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change

AMC Profile of Sundaram ELSS Tax Saver Fund(IDCW)

AMC Profile of Sundaram ELSS Tax Saver Fund(IDCW)

Sundaram Asset Management Company Limited is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited (SFL).

Sundaram Asset Management Company Limited is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited (SFL).

  • No.of Schemes

    39

  • Total AUM

    ₹ 69,462.29 Cr.

Sundaram ELSS Tax Saver Fund(IDCW) Manager Details

Sundaram ELSS Tax Saver Fund(IDCW) Manager Details

Sundaram ELSS Tax Saver Fund(IDCW) Manager Profile

Sundaram ELSS Tax Saver Fund(IDCW) Manager Profile

S. Bharath

AUM:  ₹31,654.51 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 7.11yrs

Rohit Seksaria

AUM:  ₹16,193.01 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp:

Sundaram ELSS Tax Saver Fund(IDCW) Manager Performance (0)

Sundaram ELSS Tax Saver Fund(IDCW) Manager Performance (0)

Loading...

Sundaram ELSS Tax Saver Fund(IDCW) Tax Implications

Sundaram ELSS Tax Saver Fund(IDCW) Tax Implications

Invested period > 3 year

Gains are treated as long-term capital gains and taxed at 10%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

+

-

You make

Sundaram ELSS Tax Saver Fund(IDCW) Review & Opinions

Sundaram ELSS Tax Saver Fund(IDCW) Review & Opinions

The content here in the form of articles and videos is for information purposes only and may have been sourced from publicly available sources or otherwise. Tickertape does not guarantee the authenticity and veracity of the material shared. The User understands and agrees that Tickertape is not aware nor liable for any content shared here.

Frequently asked questions

Frequently asked questions

  1. What is the current price / NAV of Sundaram ELSS Tax Saver Fund(IDCW)?

    The current NAV of Sundaram ELSS Tax Saver Fund(IDCW) is ₹548.79, as of 7th July 2025.

  2. What are the returns of Sundaram ELSS Tax Saver Fund(IDCW)?

    The Sundaram ELSS Tax Saver Fund(IDCW) was launched on 11th September 2017. This mutual fund's past returns are as follows:
    • 1 Year Returns: 4.67%
    • 3 Year Returns: 19.14%
    • 5 Year Returns: 22.51%

  3. What are the top 5 sectoral holdings of Sundaram ELSS Tax Saver Fund(IDCW)?

    The top sectors Sundaram ELSS Tax Saver Fund(IDCW) has invested in are as follows:
    • Private Banks | 24.38%
    • Construction & Engineering | 7.18%
    • IT Services & Consulting | 7.07%
    • Oil & Gas - Refining & Marketing | 6.09%
    • Pharmaceuticals | 4.81%
    This data is as on 7th July 2025.

  4. What are the top 5 holdings of Sundaram ELSS Tax Saver Fund(IDCW)?

    The top 5 holdings for Sundaram ELSS Tax Saver Fund(IDCW) are as follows:
    • HDFC Bank Ltd | 9.22%
    • ICICI Bank Ltd | 7.84%
    • TREPS | 4.57%
    • Reliance Industries Ltd | 4.54%
    • Larsen and Toubro Ltd | 3.41%
    This data is as on 7th July 2025.

  5. What is the asset allocation of Sundaram ELSS Tax Saver Fund(IDCW)?

    The asset allocation for Sundaram ELSS Tax Saver Fund(IDCW) is as follows:
    • Equity | 93.49%
    • Cash & Equivalents | 4.52%
    • Rights | 1.99%
    This data is as on 7th July 2025.

  6. What is the AUM of Sundaram ELSS Tax Saver Fund(IDCW)?

    The AUM (i.e. assets under management) of Sundaram ELSS Tax Saver Fund(IDCW) is ₹1359.13 Cr as of 7th July 2025.

  7. What is the expense ratio of Sundaram ELSS Tax Saver Fund(IDCW)?

    The expense ratio of Sundaram ELSS Tax Saver Fund(IDCW) Plan is 1.71 as of 7th July 2025.

  8. Is there any lock-in period for Sundaram ELSS Tax Saver Fund(IDCW)?

    The Sundaram ELSS Tax Saver Fund(IDCW) has a lock-in period of 3 years.

  9. What is the alpha ratio of Sundaram ELSS Tax Saver Fund(IDCW)?

    The alpha ratio for the Sundaram ELSS Tax Saver Fund(IDCW) is 4.55

    Alpha is the excess return of a fund compared to its expected return, based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.

  10. What is the volatility or standard deviation of Sundaram ELSS Tax Saver Fund(IDCW)?

    The volatility or standard deviation for the Sundaram ELSS Tax Saver Fund(IDCW) is 13.27

    Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

  11. What is the sharpe ratio of Sundaram ELSS Tax Saver Fund(IDCW)?

    The Sharpe ratio for the Sundaram ELSS Tax Saver Fund(IDCW) is 0.11

    The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.

  12. What is the Sortino ratio of Sundaram ELSS Tax Saver Fund(IDCW)?

    The Sortino Ratio for the Sundaram ELSS Tax Saver Fund(IDCW) is 0.01

    The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.

  13. What is the Price to Earnings (PE) ratio of Sundaram ELSS Tax Saver Fund(IDCW)?

    The PE ratio of Sundaram ELSS Tax Saver Fund(IDCW) is 36.10, while category PE ratio is 41.23.