436.58
NAV (Feb 20,2024)

Sundaram Elss Tax Saver Fund Regular Plan Growth Latest Trend

  • 1M
  • 2M
  • 3M

Sundaram Elss Tax Saver Fund Regular Plan Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    41.50
  • P/B Ratio
    UM_URBAN_MONEY

    7.23
  • Alpha
    UM_URBAN_MONEY

    -0.02
  • Beta
    UM_URBAN_MONEY

    0.93
  • Sharpe
    UM_URBAN_MONEY

    0.14
  • Sortino
    UM_URBAN_MONEY

    0.23

Fund Overview

2.24%

Expense ratio
UM_URBAN_MONEY

0%

Exit Load
UM_URBAN_MONEY

No Lock-in

Lock-in
UM_URBAN_MONEY

1192.90 Cr

AUM (Fund Size)
UM_URBAN_MONEY

Index
UM_URBAN_MONEY

SIP ₹500.00

Min. Investment
UM_URBAN_MONEY

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Feb 21, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

11,102.74 (11.03%)11,520.86 (15.21%)12,938.96 (29.39%)16,194.97 (61.95%)23,040.71 (130.41%)
33,308.22 (11.03%)34,562.58 (15.21%)38,816.88 (29.39%)48,584.91 (61.95%)69,122.13 (130.41%)
55,513.7 (11.03%)57,604.3 (15.21%)64,694.8 (29.39%)80,974.85 (61.95%)1,15,203.55 (130.41%)
88,821.92 (11.03%)92,166.88 (15.21%)1,03,511.68 (29.39%)1,29,559.76 (61.95%)1,84,325.68 (130.41%)
1,11,027.4 (11.03%)1,15,208.6 (15.21%)1,29,389.6 (29.39%)1,61,949.7 (61.95%)2,30,407.1 (130.41%)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • HDFC Bank Ltd8.68%
  • Reliance Industries Ltd5.94%
  • ICICI Bank Ltd5.52%
  • Infosys Ltd4.05%
  • TREPS3.50%
  • State Bank of India2.90%
  • Axis Bank Ltd2.87%
  • Sun Pharmaceutical Industries Ltd2.46%
  • Polycab India Ltd2.12%
  • Larsen & Toubro Ltd2.04%
  • Bajaj Finance Ltd1.97%
  • Tata Consultancy Services Ltd1.95%
  • Ultratech Cement Ltd1.94%
  • Tata Motors Ltd1.88%
  • Force Motors Ltd1.79%
  • Bank of Baroda1.76%
  • United Breweries Ltd1.72%
  • Multi Commodity Exchange of India Ltd1.72%
  • Hindustan UniLever Ltd1.63%
  • Avenue Supermarts Ltd1.61%
  • ICRA Ltd1.58%
  • Interglobe Aviation Ltd1.57%
  • Bharti Airtel Ltd Partly Paid Right Shares1.51%
  • Jubilant Foodworks Ltd1.50%
  • Cholamandalam Investment and Finance Company Ltd1.50%
  • Tech Mahindra Ltd1.39%
  • Maruti Suzuki India Ltd1.38%
  • Ashok Leyland Ltd1.35%
  • Titan Company Ltd1.23%
  • Coforge Ltd1.17%
  • Cipla Ltd1.07%
  • LTIMindtree Ltd1.06%
  • Max Financial Services Ltd1.04%
  • The Federal Bank Ltd1.00%
  • Blue Star Ltd0.97%
  • Info Edge India Ltd0.95%
  • ABB India Ltd0.90%
  • BEML Ltd0.90%
  • Bata India Ltd0.90%
  • Mankind Pharma Ltd0.89%
  • Dr Reddys Laboratories Ltd0.87%
  • TATA Consumer Products Ltd0.84%
  • Can Fin Homes Ltd0.81%
  • Tata Steel Ltd0.81%
  • IndusInd Bank Ltd0.80%
  • Kotak Mahindra Bank Ltd0.80%
  • Alkem Laboratories Ltd0.79%
  • FSN E Commerce Ventures Ltd NYKAA0.76%
  • IPCA Laboratories Ltd0.75%
  • Canara Bank0.71%
  • Nestle India Ltd0.67%
  • Clean Science & Technology Ltd0.65%
  • Aurobindo Pharma Ltd0.64%
  • Britannia Industries Ltd0.63%
  • ITC Ltd0.62%
  • Kirloskar Oil Engines Ltd0.55%
  • Subros Ltd0.55%
  • CE Info Systems Private Limited0.54%
  • Jio Financial Services Ltd0.54%
  • Zydus Wellness Ltd0.49%
  • United Spirits Ltd0.49%
  • Asian Paints Ltd0.48%
  • Zee Entertainment Enterprises Ltd0.46%
  • Suven Pharmaceuticals Ltd0.46%
  • Oberoi Realty Ltd0.46%
  • Sterling and Wilson Renewable Energy Ltd0.46%
  • Dalmia Cement Bharat Ltd0.40%
  • Zomato Ltd0.38%
  • Schaeffler India Ltd0.32%
  • Sapphire Foods India Ltd0.31%
  • Navin Fluorine International Ltd0.23%
  • BEML Land and Assets Ltd0.09%
  • Chennai Super Kings Ltd0.01%
  • Virtual Dynamics Software Ltd0.00%
  • Cash and Other Net Current Assets-0.26%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

Bank of India ELSS Tax Saver - Regular Plan - GrowthBank of India ELSS Tax Saver - Regular Plan - Growth

ELSS

Very High

26.44%

Taurus ELSS Tax Saver Fund - Regular Plan - GrowthTaurus ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

22.83%

JM ELSS Tax Saver Fund - GrowthJM ELSS Tax Saver Fund - Growth

ELSS

Very High

19.32%

Quantum ELSS Tax Saver Fund - Growth - Direct PlanQuantum ELSS Tax Saver Fund - Growth - Direct Plan

ELSS

Very High

18.99%

Bandhan ELSS Tax Saver Fund - Regular Plan - GrowthBandhan ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

15.96%

Edelweiss ELSS Tax saver Fund - Regular Plan - GrowthEdelweiss ELSS Tax saver Fund - Regular Plan - Growth

ELSS

Very High

15.04%

Canara Robeco ELSS Tax Saver - Regular Plan - IDCWCanara Robeco ELSS Tax Saver - Regular Plan - IDCW

ELSS

Very High

14.37%

UTI ELSS Tax Saver Fund - Regular Plan - IDCWUTI ELSS Tax Saver Fund - Regular Plan - IDCW

ELSS

Very High

14.22%

Kotak ELSS Tax Saver Fund - GrowthKotak ELSS Tax Saver Fund - Growth

ELSS

Very High

11.47%

PGIM India ELSS Tax Saver Fund - Regular Plan - GrowthPGIM India ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

7.96%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant ELSS Tax Saver Fund - GrowthQuant ELSS Tax Saver Fund - Growth

ELSS

Very High

53.22%

Motilal Oswal ELSS Tax Saver Fund - Regular Plan - GrowthMotilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

46.30%

ITI ELSS Tax Saver Fund - Regular Plan - GrowthITI ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

46.21%

DSP ELSS Tax Saver Fund - Regular Plan - GrowthDSP ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

36.54%

Shriram ELSS Tax Saver Fund - Regular Plan - GrowthShriram ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

36.39%

Groww ELSS Tax Saver Fund - Regular Plan - GrowthGroww ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

33.31%

Kotak ELSS Tax Saver Fund - GrowthKotak ELSS Tax Saver Fund - Growth

ELSS

Very High

29.69%

Tata ELSS Tax Saver Fund - Regular Plan - IDCW PayTata ELSS Tax Saver Fund - Regular Plan - IDCW Pay

ELSS

Very High

28.69%

Navi ELSS Tax Saver Fund - Regular Plan - GrowthNavi ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

28.58%

PGIM India ELSS Tax Saver Fund - Regular Plan - GrowthPGIM India ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

20.63%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Bank of India ELSS Tax Saver - Regular Plan - GrowthBank of India ELSS Tax Saver - Regular Plan - Growth

ELSS

Very High

24.51%

Nippon India ELSS Tax Saver Fund - GrowthNippon India ELSS Tax Saver Fund - Growth

ELSS

Very High

22.74%

Franklin India ELSS Tax Saver Fund - GrowthFranklin India ELSS Tax Saver Fund - Growth

ELSS

Very High

21.60%

Union ELSS Tax Saver Fund - GrowthUnion ELSS Tax Saver Fund - Growth

ELSS

Very High

19.68%

Quantum ELSS Tax Saver Fund - Growth - Direct PlanQuantum ELSS Tax Saver Fund - Growth - Direct Plan

ELSS

Very High

18.20%

HSBC Tax Saver Equity Fund - GrowthHSBC Tax Saver Equity Fund - Growth

ELSS

Very High

17.72%

Edelweiss ELSS Tax saver Fund - Regular Plan - GrowthEdelweiss ELSS Tax saver Fund - Regular Plan - Growth

ELSS

Very High

16.72%

Canara Robeco ELSS Tax Saver - Regular Plan - IDCWCanara Robeco ELSS Tax Saver - Regular Plan - IDCW

ELSS

Very High

16.38%

Baroda BNP Paribas ELSS Tax Saver Fund - Regular Plan - GrowthBaroda BNP Paribas ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

15.53%

Aditya Birla Sun Life Tax Plan - IDCWAditya Birla Sun Life Tax Plan - IDCW

ELSS

Very High

14.18%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Bank of India ELSS Tax Saver - Regular Plan - GrowthBank of India ELSS Tax Saver - Regular Plan - Growth

ELSS

Very High

25.01%

JM ELSS Tax Saver Fund - GrowthJM ELSS Tax Saver Fund - Growth

ELSS

Very High

19.94%

Canara Robeco ELSS Tax Saver - Regular Plan - IDCWCanara Robeco ELSS Tax Saver - Regular Plan - IDCW

ELSS

Very High

18.44%

Kotak ELSS Tax Saver Fund - GrowthKotak ELSS Tax Saver Fund - Growth

ELSS

Very High

18.43%

ICICI Prudential ELSS Tax Saver Fund - GrowthICICI Prudential ELSS Tax Saver Fund - Growth

ELSS

Very High

16.91%

PGIM India ELSS Tax Saver Fund - Regular Plan - GrowthPGIM India ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

16.54%

UTI ELSS Tax Saver Fund - Regular Plan - IDCWUTI ELSS Tax Saver Fund - Regular Plan - IDCW

ELSS

Very High

16.39%

Taurus ELSS Tax Saver Fund - Regular Plan - GrowthTaurus ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

16.37%

Edelweiss ELSS Tax saver Fund - Regular Plan - GrowthEdelweiss ELSS Tax saver Fund - Regular Plan - Growth

ELSS

Very High

15.87%

Quantum ELSS Tax Saver Fund - Growth - Direct PlanQuantum ELSS Tax Saver Fund - Growth - Direct Plan

ELSS

Very High

15.33%

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