| Category: Equity: ELSS |
| Launch Date: 02-01-2013 |
| Asset Class: |
| Benchmark: NIFTY 500 TRI |
| Expense Ratio: 2.21% As on (28-11-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 1,410.82 Cr As on (28-11-2025) |
| Turn over: 28 |
FM1- Sudhir Kedia; FM2 - Mr. Rohit Seksaria
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.
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| Sundaram ELSS Tax Saver Fund Regular Plan - Income Distribution CUM Capital Withdrawal Option (IDCW) | 5.64 | 14.44 | 16.41 | - | 12.14 |
| NIFTY 500 TRI | 2.76 | 15.6 | 16.86 | 14.77 | 12.41 |
| Equity: ELSS | 0.75 | 16.04 | 16.71 | 14.27 | 14.42 |
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Sundaram ELSS Tax Saver Fund Regular Plan - Income Distribution CUM Capital Withdrawal Option (IDCW) | 11.66 | 0.98 | 0.8 | 0.87 | - | - |
| Equity: ELSS | - | - | - | - | - | - |
| Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
|---|---|---|---|---|---|---|
| Sundaram ELSS Tax Saver Fund Reg Plan IDCW | 02-01-2013 | 5.64 | 11.45 | 14.44 | 16.41 | 0.0 |
| ABSL ELSS Tax Saver Gr | 29-03-1996 | 8.07 | 13.5 | 14.42 | 11.56 | 11.35 |
| ICICI Prudential ELSS Tax Saver Fund Gr | 19-08-1999 | 8.05 | 13.3 | 15.72 | 16.95 | 13.52 |
| HDFC ELSS Tax saver Gr | 05-03-1996 | 7.96 | 15.77 | 20.21 | 21.94 | 14.62 |
| Mirae Asset ELSS Tax Saver Reg Gr | 01-12-2015 | 6.55 | 13.55 | 16.63 | 17.39 | 0.0 |
| Quant ELSS Tax Saver Gr | 01-04-2000 | 6.27 | 9.68 | 14.07 | 22.95 | 20.14 |
| Sundaram ELSS Tax Saver Fund Reg Gr | 01-01-2013 | 5.81 | 11.7 | 14.72 | 16.62 | 14.24 |
| BANDHAN ELSS Tax Saver Reg Gr | 26-12-2008 | 5.74 | 10.71 | 15.35 | 19.6 | 15.35 |
| Mahindra Manulife ELSS Tax Saver Reg Gr | 05-10-2016 | 5.58 | 10.52 | 14.3 | 17.1 | 0.0 |
| DSP ELSS Tax Saver Reg Gr | 05-01-2007 | 5.33 | 15.5 | 19.17 | 19.65 | 16.37 |
Portfolio as on