How are the returns of Sundaram ELSS Tax Saver Fund - Growth - Direct Plan fund?

Sundaram ELSS Tax Saver Fund - Growth - Direct Plan fund has delivered a CAGR of 1 year: -4.26%, 3 years: 10.18%, 5 years: 11.09%, and 9 years: 11.27%. However, its average rolling 1 year: 16.91%, 3 years: 14.90%, 5 years: 15.61%, and 9 years: 14.10%.

How much does Sundaram ELSS Tax Saver Fund - Growth - Direct Plan Fund charge as expense ratio?

Sundaram ELSS Tax Saver Fund - Growth - Direct Plan expense ratio is 1.39%

How can I redeem my investments in Sundaram ELSS Tax Saver Fund - Growth - Direct Plan Fund?

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

What is the minimum SIP amount of Sundaram ELSS Tax Saver Fund - Growth - Direct Plan Fund?

The minimum SIP amount for this fund is Rs.500.00 and minimum lumpsum is Rs.500.00

Sundaram ELSS Tax Saver Fund Growth Direct Plan - Latest NAV:₹523.89, Performance, Returns and Fund Review/Analysis

Q: What is the AUM or size of Sundaram ELSS Tax Saver Fund - Growth - Direct Plan Fund?

The AUM of Sundaram ELSS Tax Saver Fund - Growth - Direct Plan is currently 1,281 Crores.

Q: What are the top stock holdings of Sundaram ELSS Tax Saver Fund - Growth - Direct Plan Fund?

The Top 3 stocks are HDFC Bank, ICICI Bank and Axis Bank and account for 18% of its portfolio. Top 5 and 10 stocks of fund account for 26% and 43% of fund’s portfolio respectively.

Q: What are the top sectors Sundaram ELSS Tax Saver Fund - Growth - Direct Planfund has invested in?

Top three sectors of funds are BFSI, Construction & Infrastructure and Auto accounting for 53% of the total portfolio.

FAQ : Sundaram ELSS Tax Saver Fund - Growth - Direct Plan

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(%)	N/A	10.18	11.09	11.27
Average Rolling Returns(%)	16.91	14.90	15.61	14.10

The Current NAV of Sundaram ELSS Tax Saver Fund - Growth - Direct Plan is ₹523.89.

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 fund’s expense ratio is 1.39%

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 is currently ₹1,281 Crores.

The Top three stocks are HDFC Bank, ICICI Bank and Axis Bank and account for 18% of its portfolio. Top 5 and 10 stocks of fund account for 26% and 43% of fund’s portfolio respectively.

Top three sectors of Sundaram ELSS Tax Saver Fund - Growth - Direct Plan fund are BFSI, Construction & Infrastructure and Auto accounting for 53% 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.

S. Bharath 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 32.92 and PB ratio is 5.10

The asset allocation of Sundaram ELSS Tax Saver Fund - Growth - Direct Plan is Stocks : 98.11%, Debt : 1.88% and Gold : 0%

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

FAQ : Sundaram ELSS Tax Saver Fund - Growth - Direct Plan

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FAQ : Sundaram ELSS Tax Saver Fund - Growth - Direct Plan

How are the returns of Sundaram ELSS Tax Saver Fund - Growth - Direct Plan fund?

What is the current NAV of Sundaram ELSS Tax Saver Fund - Growth - Direct Plan Fund?

Should I SIP in Sundaram ELSS Tax Saver Fund - Growth - Direct Plan Fund?

How much does Sundaram ELSS Tax Saver Fund - Growth - Direct Plan Fund charge as expense ratio?

How can I redeem my investments in Sundaram ELSS Tax Saver Fund - Growth - Direct Plan Fund?

What is the AUM or size of Sundaram ELSS Tax Saver Fund - Growth - Direct Plan Fund?

What are the top stock holdings of Sundaram ELSS Tax Saver Fund - Growth - Direct Plan Fund?

What are the top sectors Sundaram ELSS Tax Saver Fund - Growth - Direct Plan Fund has invested in?

Is it safe to invest in Sundaram ELSS Tax Saver Fund - Growth - Direct Plan Fund?

What is the category of Sundaram ELSS Tax Saver Fund - Growth - Direct Plan Fund?

Who manages the Sundaram ELSS Tax Saver Fund - Growth - Direct Plan Fund?

What is the PE and PB ratio of Sundaram ELSS Tax Saver Fund - Growth - Direct Plan Fund Direct Plan Growth?

What is the asset allocation of Sundaram ELSS Tax Saver Fund - Growth - Direct Plan Stocks, Debt and Gold?

What is the minimum SIP amount of Sundaram ELSS Tax Saver Fund - Growth - Direct Plan Fund?

Is there any Exit Load for Sundaram ELSS Tax Saver Fund - Growth - Direct Plan Fund?

About MoneyWorks4Me

Our Vision

What Makes MoneyWorks4Me Different

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