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- Sundaram Elss Tax Saver Fund Regular Plan Growth Adjusted
Sundaram Elss Tax Saver Fund Regular Plan Growth Adjusted
NAV (May 2,2024)
Invest in the Sundaram ELSS Tax Saver Fund - Regular Plan - Growth (Adjusted), a high-performing mutual fund in India. With an expense ratio of 2.24%, this fund offers great potential for growth. It has a price-to-earnings ratio of 41.49 and a price-to-book ratio of 7.23, indicating its attractiveness as an investment. This fund has an established date of 31st March 1996 and has accumulated assets under management worth INR 1192.9 crores. Start investing with a minimum investment of INR 500 and enjoy tax benefits with a lock-in period of 3 years.
Sundaram Elss Tax Saver Fund Regular Plan Growth Adjusted Latest Trend
- 1M
- 2M
- 3M
Sundaram Elss Tax Saver Fund Regular Plan Growth Adjusted Latest Trend
Risk Ratios
- P/E Ratio41.50
- P/B Ratio7.23
- Alpha-0.02
- Beta0.93
- Sharpe0.14
- Sortino0.23
Fund Overview
2.24%
0%
No Lock-in
₹ 1192.90 Cr
SIP ₹500.00
Scheme Riskometer
Investors understand that their principal will be at
Very High
Investment Return Calculator
as on May 03, 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 %) |
---|---|---|---|---|---|
₹ 10,000 | ₹ 13,624.75 (36.25%) | ₹ 17,448.46 (74.48%) | ₹ 21,965.75 (119.66%) | ₹ 10,995.52 (9.96%) | ₹ 12,201.25 (22.01%) |
₹ 30,000 | ₹ 40,874.25 (36.25%) | ₹ 52,345.38 (74.48%) | ₹ 65,897.25 (119.66%) | ₹ 32,986.56 (9.96%) | ₹ 36,603.75 (22.01%) |
₹ 50,000 | ₹ 68,123.75 (36.25%) | ₹ 87,242.3 (74.48%) | ₹ 1,09,828.75 (119.66%) | ₹ 54,977.6 (9.96%) | ₹ 61,006.25 (22.01%) |
₹ 80,000 | ₹ 1,08,998 (36.25%) | ₹ 1,39,587.68 (74.48%) | ₹ 1,75,726 (119.66%) | ₹ 87,964.16 (9.96%) | ₹ 97,610 (22.01%) |
₹ 1,00,000 | ₹ 1,36,247.5 (36.25%) | ₹ 1,74,484.6 (74.48%) | ₹ 2,19,657.5 (119.66%) | ₹ 1,09,955.2 (9.96%) | ₹ 1,22,012.5 (22.01%) |
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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%
- Bank - Private19.68%
- IT - Software10.15%
- Refineries5.94%
- Bank - Public5.37%
- Consumer Food3.60%
- Finance - NBFC3.47%
- Miscellaneous3.24%
- Retailing2.51%
- Cable2.12%
- Ratings1.58%
- Airlines1.57%
- Diamond & Jewellery1.23%
- e-Commerce1.15%
- Finance - Others1.04%
- Air Conditioners0.97%
- BPO/ITeS0.95%
- Electric Equipment0.90%
- Chemicals0.88%
- Tea/Coffee0.84%
- Finance - Housing0.81%
- Cigarettes/Tobacco0.62%
- Auto Ancillary0.55%
- Paints0.48%
- Bearings0.32%
Holdings Analysis
Peer Comparison
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- 6M
- 1Y
- 3Y
- 5Y
Mutual Fund Schemes | Category | Risk | Absolute Return (6M) |
Bank of India ELSS Tax Saver - Regular Plan - Growth | ELSS | Very High | 26.44% |
Quantum ELSS Tax Saver Fund - Growth - Direct Plan | ELSS | Very High | 26.00% |
Taurus ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 22.83% |
JM ELSS Tax Saver Fund - Growth | ELSS | Very High | 19.32% |
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 16.16% |
Bandhan ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 15.96% |
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth | ELSS | Very High | 15.04% |
Canara Robeco ELSS Tax Saver - Regular Plan - IDCW | ELSS | Very High | 14.37% |
UTI ELSS Tax Saver Fund - Regular Plan - IDCW | ELSS | Very High | 14.22% |
Kotak ELSS Tax Saver Fund - Growth | ELSS | Very High | 11.47% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Bank of India ELSS Tax Saver - Regular Plan - Growth | ELSS | Very High | 47.02% |
Baroda BNP Paribas ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 45.25% |
Franklin India ELSS Tax Saver Fund - Growth | ELSS | Very High | 39.16% |
HSBC Tax Saver Equity Fund - Growth | ELSS | Very High | 35.55% |
Nippon India ELSS Tax Saver Fund - Growth | ELSS | Very High | 35.48% |
Union ELSS Tax Saver Fund - Growth | ELSS | Very High | 32.59% |
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth | ELSS | Very High | 30.88% |
Canara Robeco ELSS Tax Saver - Regular Plan - IDCW | ELSS | Very High | 28.68% |
LIC MF ELSS Tax Saver - Regular Plan - Growth | ELSS | Very High | 28.07% |
Aditya Birla Sun Life Tax Plan - IDCW | ELSS | Very High | -4.17% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Quant ELSS Tax Saver Fund - Growth | ELSS | Very High | 29.91% |
SBI Long Term Equity Fund - Regular Plan - IDCW | ELSS | Very High | 28.23% |
HDFC ELSS Tax saver - Growth | ELSS | Very High | 25.61% |
Parag Parikh ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 22.42% |
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 22.02% |
IDBI Equity Advantage Fund - Regular Plan - Growth | ELSS | Very High | 21.00% |
Groww ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 15.77% |
Navi ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 15.67% |
LIC MF ELSS Tax Saver - Regular Plan - Growth | ELSS | Very High | 14.86% |
Axis ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 9.77% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Quant ELSS Tax Saver Fund - Growth | ELSS | Very High | 32.13% |
SBI Long Term Equity Fund - Regular Plan - IDCW | ELSS | Very High | 21.62% |
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 19.68% |
HDFC ELSS Tax saver - Growth | ELSS | Very High | 17.96% |
Tata ELSS Tax Saver Fund - Regular Plan - IDCW Pay | ELSS | Very High | 16.36% |
LIC MF ELSS Tax Saver - Regular Plan - Growth | ELSS | Very High | 14.19% |
Groww ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 14.07% |
Axis ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 13.95% |
Navi ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 12.77% |
IDBI Equity Advantage Fund - Regular Plan - Growth | ELSS | Very High | 9.94% |
Fund Managers
Mr. Sudhir KediaFund Manager
Mr. Rohit Seksaria
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Sundaram ELSS Tax Saver Fund - Regular Plan - Growth (Adjusted)
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