Sundaram ELSS Tax Saver Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 37.03 | 19.85 | 16.76 | 14.28 |
Average Rolling Returns(%) | 18.25 | 16.05 | 13.91 | 15.77 |
The Current NAV of Sundaram ELSS Tax Saver Fund - Growth - Direct Plan is ₹482.80.
You should look for a fund with better more consistent performance track record. Funds returns likely to be fairly different than its benchmark S&P BSE 200 , as Funds portfolio is somewhat different.
Sundaram ELSS Tax Saver Fund - Growth - Direct Plan fund’s expense ratio is 1.66%
The process for redemption is
The AUM of Sundaram ELSS Tax Saver Fund - Growth - Direct Plan is currently ₹1,244 Crores.
The Top three stocks are HDFC Bank, Reliance Industries and ICICI Bank and account for 19% of its portfolio. Top 5 and 10 stocks of fund account for 26% and 39% of fund’s portfolio respectively.
Top three sectors of Sundaram ELSS Tax Saver Fund - Growth - Direct Plan fund are BFSI, IT and Healthcare 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 Fund is Equity - ELSS.
Sudhir Kedia and Rohit Seksaria manage the Sundaram ELSS Tax Saver Fund - Growth - Direct Plan Fund.
Sundaram ELSS Tax Saver Fund - Growth - Direct Plan current PE ratio is 42.23 and PB ratio is 7.24
The asset allocation of Sundaram ELSS Tax Saver Fund - Growth - Direct Plan is Stocks : 94.55%, Debt : 2.86% and Gold : 2.58%
The minimum SIP amount for Sundaram ELSS Tax Saver Fund - Growth - Direct Plan is ₹500.00 and minimum lumpsum is ₹500.00
The exit load for Sundaram ELSS Tax Saver Fund - Growth - Direct Plan is Nil