← Equity: ELSS
Start this SIP →
Sundaram Mutual Fund · Equity: ELSS
Sundaram ELSS Tax Saver Fund Regular Growth
To build a high quality growth-oriented portfolio to provide long-term capital gains to the investors. The scheme aims at providing returns through capital appreciation.
EquityBenchmark · Nifty 500 TRITER · 2.17%Inception · 01-01-2013
NAV
₹498.02
+0.49% · as of 15-07-2026
Since inception
13.76%
CAGR
Benchmark (inception)
12.16%
CAGR
Fund size
₹1,281 Cr
AUM
Expense ratio
2.17%
31-05-2026
Performance
Returns vs benchmark & category
Since inception: +13.76% CAGR vs benchmark +12.16%.
Portfolio
Where the money is invested
Top holdings
HDFC BANK LIMITED EQ NEW FV RE. 1/-6.82%
ICICI BANK LIMITED EQ NEW FV RS. 2/-5.87%
AXIS BANK LIMITED EQ NE FV RS. 2/-4.45%
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-3.89%
RELIANCE INDUSTRIES LIMITED EQ3.62%
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-3.61%
STATE BANK OF INDIA EQ NEW RE. 1/-3.59%
INFOSYS LIMITED EQ FV RS 53.21%
KIRLOSKAR OIL ENGINES LIMITED EQ2.99%
Kotak Mahindra Bank Limited2.89%
Sector allocation
Financial Services31.45%
Capital Goods9.16%
Information Technology7.72%
Automobile and Auto Components7.13%
Oil, Gas & Consumable Fuels5.97%
Consumer Services4.87%
Construction Materials4.68%
Healthcare4.46%
Construction4.40%
Fast Moving Consumer Goods4.31%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 13.8% p.a.₹10,000
10 years
Projected value
₹25,82,908
Invested: ₹12,00,000
Gained: ₹13,82,908
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
B
Bharath S, Rohit Seksaria, Shalav Saket
Manager since fund inception data not available
ISIN & identifiers
AMFI code
149569
ISIN (Growth)
INF173K01361
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Equity: ELSS funds
Quant ELSS Tax Saver Gr Reg Plan
₹405.42
1Y
+9.8%
3Y
+16.4%
5Y
+14.9%
Motilal Oswal ELSS Tax Saver Fund Reg Gr
₹55.61
1Y
+4.4%
3Y
+21.4%
5Y
+17.2%
Tata ELSS FundGrReg Plan
₹46.51
1Y
+3.7%
3Y
+13.2%
5Y
+12.8%
Baroda BNP Paribas ELSS Tax Saver Gr
₹99.03
1Y
+3.4%
3Y
+15.2%
5Y
+11.9%
Edelweiss ELSS Tax Saver Reg Gr
₹115.07
1Y
+3.4%
3Y
+13.3%
5Y
+11.8%
Want a personalised recommendation?
Our team will tell you whether this fund fits your goals, allocation and risk profile — and suggest peers if it doesn't.