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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
1.18 | 16.33 | 1.15 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.42 | 15.09 | 1.52 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 3 yrs | — |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Not allowed | Not allowed |
BenchmarkBenchmark |
---|
BSE 500 |
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.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Sundaram LT Tax Adv Fund-Sr III | 23.50% | 23.71% | 17.76% |
Axis ELSS Tax Saver Fund | 26.10% | 9.69% | 18.09% |
SBI Long Term Equity Fund | 39.42% | 26.03% | 17.74% |
Mirae Asset ELSS Tax Saver Fund | 28.44% | 17.00% | 20.96% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Equity
Others
Holdings
7.00 %
Holdings
5.17 %
Holdings
4.80 %
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
40
Total AUM
₹ 68,499.56 Cr.
Rohit Seksaria
AUM: ₹15,781.37 Cr.
|
Exp: —
Sudhir Kedia
AUM: ₹9,087.73 Cr.
|
Exp: —
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period > 3 year
Gains are treated as long-term capital gains and taxed at 10%