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Sundaram ELSS Tax Saver Fund - Regular (G)

ELSS • OPEN
NAV as of Apr 29, 2026
₹744.35
1 day change
Returns since inception
15.36%
CAGR
AUM (Fund size)
₹1,183 Cr
NAV: ₹ 744.35
as on Apr 29, 2026
Sundaram ELSS Tax Saver Fund - Regular (G)

Sundaram ELSS Tax Saver Fund - Regular (G) Overview

AUM (Fund size) ₹ 1,183 Cr
Expense ratio 2.23 %
Exit load Nil
Plan type Regular Fund
Risk Very High
Lock-in Period Nil
Benchmark Nifty 500 TRI
Min. investment SIP: ₹500    Lumpsum: ₹500
Age 30 yrs 1 m since Mar 31, 1996
Tax implication STCG Tax: 15% if redeemed before 1 Year, LTCG Tax: 10% without indexation benefit exceeding Rs. 1 lakh post 1 Year

Holdings Distribution

Banks
28.77%
IT-Software
9.94%
Cement & Cement Products
4.52%
Debt
4.40%
Pharmaceuticals & Biotech
4.33%

Top Holdings

HDFC Bank 7.44%
ICICI Bank 6.04%
Axis Bank 4.48%
Reliance Industr 4.31%
SBI 4.09%
Bharti Airtel 4.07%
Larsen & Toubro 3.65%
Infosys 3.36%
Kotak Mah. Bank 2.92%
UltraTech Cem. 2.54%

Peer Comparison

Fund Name 1Y 3Y 5Y
Sundaram ELSS Tax Saver Fund - Regular (G) 1.72% 13.62% 13.46%
DSP Natural Resources & New Energy Fund (IDCW) 33.02% 23.96% 16.62%
DSP Natural Resources & New Energy Fund (G) 33.03% 23.96% 18.51%
HDFC Small Cap Fund (G) 7.06% 16.39% 19.08%
HDFC Small Cap Fund (IDCW) 7.08% 16.01% 18.85%
Sundaram Fin Serv Opportunities (IDCW) 2.20% 15.74% 14.79%

Scheme Information

Sundaram ELSS Tax Saver Fund - Regular (G) was launched on 31/03/1996. The fund manages ₹1,183 Cr in assets. Its current expense ratio is 2.23%.

Fund Manager: S Bharath

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FAQs on Sundaram ELSS Tax Saver Fund - Regular (G)

The current expense ratio of Sundaram ELSS Tax Saver Fund - Regular (G) is 2.23%.

The AUM of Sundaram ELSS Tax Saver Fund - Regular (G) is ₹1,183 crore.

Log in to your investment platform, select the fund, enter units or amount, and confirm the redemption request.

Yes, Sundaram ELSS Tax Saver Fund - Regular (G) allows both SIP and lump sum investments.

The latest NAV is ₹744.35.

Minimum SIP starts from ₹500.

Redemption can be done via AMC website or your investment platform.

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