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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 · 2.31%Inception · 01-01-2013
NAV
₹469.73
-0.15% · as of 14-10-2026
Since inception
13.43%
CAGR
Benchmark (inception)
11.87%
CAGR
Fund size
₹1,212 Cr
AUM
Expense ratio
2.31%
29-09-2026
Performance
Returns vs benchmark & category
Since inception: +13.43% CAGR vs benchmark +11.87%.
Portfolio
Where the money is invested
Top holdings
HDFC BANK LIMITED EQ NEW FV RE. 1/-7.34%
ICICI BANK LIMITED EQ NEW FV RS. 2/-6.34%
AXIS BANK LIMITED EQ NE FV RS. 2/-4.59%
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-3.89%
STATE BANK OF INDIA EQ NEW RE. 1/-3.77%
KIRLOSKAR OIL ENGINES LIMITED EQ3.62%
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-3.62%
RELIANCE INDUSTRIES LIMITED EQ3.50%
INFOSYS LIMITED EQ FV RS 52.92%
Kotak Mahindra Bank Limited2.91%
Sector allocation
Financial Services31.59%
Capital Goods9.48%
Automobile and Auto Components8.36%
Information Technology6.98%
Healthcare5.93%
Oil, Gas & Consumable Fuels5.01%
Consumer Services4.75%
Construction Materials4.65%
Construction4.43%
Fast Moving Consumer Goods4.34%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 13.4% p.a.₹10,000
10 years
Projected value
₹25,31,714
Invested: ₹12,00,000
Gained: ₹13,31,714
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
₹397.61
1Y
+7.6%
3Y
+12.9%
5Y
+11.8%
Motilal Oswal ELSS Tax Saver Fund Reg Gr
₹55.88
1Y
+6.4%
3Y
+18.9%
5Y
+15.0%
JM ELSS Tax Saver Fund Reg Gr
₹50.84
1Y
+3.3%
3Y
+13.7%
5Y
+11.0%
Bank Of India ELSS Tax Saver Eco Gr
₹173.15
1Y
+1.5%
3Y
+10.5%
5Y
+8.6%
HSBC ELSS Tax Saver Fund Reg Gr
₹137.06
1Y
+1.3%
3Y
+14.1%
5Y
+10.5%
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