Sundaram ELSS Tax Saver Fund Direct Plan - Growth
Very High Risk
Elss
4 Star
NAV as of Feb 06, 2026
₹555.07
0.16%1D Change
3Y returns
+54.77% ↑
Very High Risk
Elss
4 Star
NAV as of Feb 06, 2026
₹555.07
0.16%1D Change
3Y returns
+54.77% ↑
Sundaram ELSS Tax Saver Fund Direct Plan - Growth
Very High Risk|Elss|4 Star
NAV as of Feb 06, 2026
₹555.07
0.16%1D
3Y returns
+54.77% ↑
Save up to Rs 46,800 in taxes every year.
Highest returns compared to other 80C investments.
Lowest lock-in of 3 years
| Tax Saving FD | PPF | ELSS | |
|---|---|---|---|
| Average Annualised Returns i | 6% | 8% | 12% |
| Tax rates i | 30% | Not taxable | 10%* |
| Returns after tax i | 4.2% | 8.00% | 10.80% |
| Current rate of Inflation i | 4% | 4% | 4% |
| Real Rate of Return i | 0.2% | 4.00% | 6.80% |
| Lock-in Period i | 5 years | 15 years | 3 years |
*Taxable @ 10% over and above Rs 1 lakh.
Returns calculator
Investment Type
Monthly SIP
One-Time
₹
yrs
Total investment₹9.6 Lakhs
Returns₹0
Final Value₹0
Absolute ReturnNaN%
Fund overview
- Rating4 Star
- Expense ratio1.52%
- Exit Load0% within 0 days
- AUM (Fund size)₹1,401.54 Crore
- Lock-in period1096 years
- Age13 yrs since Jan 01, 2013
- Min. investmentSIP ₹500 & Lump. ₹500
- RiskVery High
- Short-term capital gains (STCG)Returns taxed at 20% if you redeem before 1 year
- Long-term capital gains (LTCG)After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year
Fund Distribution
Equity
93.83%
Debt
0%
Others
6.17%
Top Holdings
Top Sectors
| Holding Name | Assets (%) |
|---|---|
| HDFC Bank Ltd | 8.76% |
| ICICI Bank Ltd | 5.92% |
| Reliance Industries Ltd | 5.02% |
| Bharti Airtel Ltd | 4.39% |
| Infosys Ltd | 4.02% |
Peer Comparison
Overview
Returns
Risk Ratios
| Fund Name | AUM (In Crs.) | NAV | Risk |
|---|---|---|---|
| Aditya Birla Sun Life ELS... | ₹ 15,415 Cr | ₹70.23 | 1.23% | Very High |
| Nippon India ELSS Tax Sav... | ₹ 14,881 Cr | ₹144.93 | 1.33% | Very High |
| DSP ELSS Tax Saver Fund D... | ₹ 17,609 Cr | ₹162.55 | 1.40% | Very High |
| Mirae Asset ELSS Tax Save... | ₹ 27,196 Cr | ₹56.92 | -0.02% | Very High |
NAV History - SUNDARAM ELSS TAX SAVER FUND - DIRECT GROWTH
FUND | SUNDARAM ELSS TAX SAVER FUND - DIRECT GROWTH |
|---|---|
| NAV (Feb 06, 2026) | ₹555.07 |
| Class | ELSS | ELSS |
| Inception Date | Jan 01, 2013 |
| Fund Manager | Rohit Seksaria, Bharath Subramanian |
FUND | SUNDARAM ELSS TAX SAVER FUND - DIRECT GROWTH |
|---|---|
| Initial Price | ₹10 |
| Min. Investment Amount | SIP ₹500 and Lump. ₹500 |
| Exit Load | 0% within 0 days |
Returns | 1W | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|
| SUNDARAM ELSS TAX SA... | 1.47% | -2.16% | -0.07% | 2.52% | 8.8% | 16.18% |
About Sundaram Asset Management Company Ltd
Sundaram Asset Management Company is a subsidiary of Sundaram Finance Limited (SFL), one of the pioneers in the NBCF space. The fund house offers various fund plans to help individuals achieve their goals, and they can pick plans suiting their risk and reward factors. The company strives to make mutual funds available for a wide range of people.
Sundaram Asset Management Company Ltd Details
- No. of schemes147
- Total AUM₹31,971.17 Crore
- AddressSundaram Asset Management Company Limited, Sundaram Towers, Chennai, 600 014
- Phone+91 44 28583362/3367
Start your investment
Lumpsum
SIP
Amount
₹5,000
Duration
1Year
Estimated value after 1 year
(as per historical returns)
₹65,527
Min investment of ₹500 required
