SEBI Reg. Investment Advisor

Download App
Help Center Pricing
Money Works 4 Me Logo MoneyWorks4Me
Login Get Free Account
Sign Up

MoneyWorks4Me

Log In Sign Up Schedule Free 15‑min Call
Login Get Free Account
Sign Up

FAQ : Sundaram ELSS Tax Saver Fund - Growth - Direct Plan (Adjusted)

Sundaram ELSS Tax Saver Fund - Growth - Direct Plan (Adjusted) has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) N/A 12.09 11.35 11.07
Average Rolling Returns(%) 17.34 14.94 15.69 14.17

The Current NAV of Sundaram ELSS Tax Saver Fund - Growth - Direct Plan (Adjusted) is ₹532.03.

You should look for a fund with better more consistent performance track record. Funds returns likely to be fairly different than its benchmark NIFTY 500 , as Funds portfolio is somewhat different.

Sundaram ELSS Tax Saver Fund - Growth - Direct Plan (Adjusted) fund’s expense ratio is 1.57%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Sundaram ELSS Tax Saver Fund - Growth - Direct Plan (Adjusted) is currently ₹1,183 Crores.

The Top three stocks are HDFC Bank, ICICI Bank and Reliance Industries and account for 17% of its portfolio. Top 5 and 10 stocks of fund account for 26% and 42% of fund’s portfolio respectively.

Top three sectors of Sundaram ELSS Tax Saver Fund - Growth - Direct Plan (Adjusted) fund are BFSI, Construction & Infrastructure and IT accounting for 50% of the total portfolio.

Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Equity - ELSS it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of Sundaram ELSS Tax Saver Fund - Growth - Direct Plan (Adjusted) Fund is Equity - ELSS.

S. Bharath and Rohit Seksaria manage the Sundaram ELSS Tax Saver Fund - Growth - Direct Plan (Adjusted) Fund.

Sundaram ELSS Tax Saver Fund - Growth - Direct Plan (Adjusted) current PE ratio is 27.98 and PB ratio is 4.34

The asset allocation of Sundaram ELSS Tax Saver Fund - Growth - Direct Plan (Adjusted) is Stocks : 98.31%, Debt : 1.72% and Gold : 0%

The minimum SIP amount for Sundaram ELSS Tax Saver Fund - Growth - Direct Plan (Adjusted) is ₹500.00 and minimum lumpsum is ₹500.00

The exit load for Sundaram ELSS Tax Saver Fund - Growth - Direct Plan (Adjusted) is Nil

2026 ©The Alchemists Ark Pvt. Ltd. All rights reserved. MoneyWorks4Me® is a registered trademark of The Alchemists Ark Pvt. Ltd.

About MoneyWorks4Me

MoneyWorks4Me is a SEBI-registered Investment Adviser (IA) dedicated to helping investors build long-term wealth through transparent, research-driven, conflict-free guidance. Founded in 2008, we started our journey as a Research Analyst (RA), providing deep fundamental analysis, intrinsic value insights, and long-term investing frameworks for Indian equities. In 2017, we transitioned to a full-fledged SEBI-registered Investment Adviser, strengthening our commitment to acting as a fiduciary—always putting the investor’s interest first.

Our Vision

To become India’s most trusted, research-powered fiduciary advisory platform—where every investor, regardless of experience, can make calm, confident, and well-reasoned investment decisions.

What Makes MoneyWorks4Me Different

Our Approach: Ensuring compounding work its magic on client portfolio.

MoneyWorks4Me ensures this through:

×