Sundaram ELSS Tax Saver Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 36.27 | 19.16 | 16.13 | 13.67 |
Average Rolling Returns(%) | 17.58 | 16.69 | 14.54 | 12.97 |
The Current NAV of Sundaram ELSS Tax Saver Fund - Regular Plan - Growth is ₹454.60.
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 - Regular Plan - Growth fund’s expense ratio is 2.20%
The process for redemption is
The AUM of Sundaram ELSS Tax Saver Fund - Regular Plan - Growth 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 - Regular Plan - Growth 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 - Regular Plan - Growth Fund is Equity - ELSS.
Sudhir Kedia and Rohit Seksaria manage the Sundaram ELSS Tax Saver Fund - Regular Plan - Growth Fund.
Sundaram ELSS Tax Saver Fund - Regular Plan - Growth current PE ratio is 42.23 and PB ratio is 7.24
The asset allocation of Sundaram ELSS Tax Saver Fund - Regular Plan - Growth is Stocks : 94.55%, Debt : 2.86% and Gold : 2.58%
The minimum SIP amount for Sundaram ELSS Tax Saver Fund - Regular Plan - Growth is ₹500.00 and minimum lumpsum is ₹500.00
The exit load for Sundaram ELSS Tax Saver Fund - Regular Plan - Growth is Nil