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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
1.66 | 13.40 | 1.42 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.42 | 15.14 | 1.53 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 3 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 500 |
BenchmarkBenchmark |
---|
NIFTY 500 - TRI |
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 ELSS Tax Saver Fund | 24.69% | 16.10% | 16.44% |
Axis ELSS Tax Saver Fund | 25.88% | 9.27% | 17.81% |
SBI Long Term Equity Fund | 40.90% | 26.11% | 17.54% |
Mirae Asset ELSS Tax Saver Fund | 30.03% | 17.10% | 20.59% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Equity
Others
Holdings
7.68 %
Holdings
7.05 %
Holdings
4.28 %
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
₹ 68,938.62 Cr.
Sudhir Kedia
AUM: ₹9,194.94 Cr.
|
Exp: —
Rohit Seksaria
AUM: ₹15,964.28 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%