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Sundaram Mutual Fund

Sundaram ELSS Tax Saver Direct-IDCW Half Yearly Payout

NAV
returns change indicator
519.5049
as on 20 Dec 2024, 10:51 PM
-7.8665(1.49%)
Last Change
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Scheme Ratings

2
starstarstarstarstar
rated by Value Research

Investment Performance

would have given a return of
1,10,871
star
1,21,647
star
1,56,117
star
1,58,610
star
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
58,610
Profit (absolute return)
58.61%
in the last
1m
3m
1y
3y
5y
max
+1% Higher Returns
With Direct Plans on Paytm Money

Investment Returns

In the last 3 months
6.20%
In the last 6 months
1.51%
In the last 1 year
18.90%
In the last 3 years
58.61%
In the last 5 years
140.20%
In the last 10 years
252.59%
Absolute Returns
CAGR

Scheme Riskometer

low
low
low to moderate
low to moderate
moderate
moderate
moderately high
moderately high
high
high
very high
very high
indicator
Investors understand that their principal will be at very high risk

Scheme Information

Sundaram ELSS Tax Saver Direct-IDCW Half Yearly Payout
Sundaram ELSS Tax Saver Direct-IDCW Half Yearly Payout
as of 30 Nov 2024, 05:30 AM
1,355.89 Cr
Scheme Asset Size
Fund Type
Open-End
Exit Load
No charges on withdrawal
1.67%
Expense Ratio
Plan
Dividend
2.15%
Cash Holding
Benchmark
NIFTY 500 Total Return Index
Scheme Document
Benchmark
NIFTY 500 Total Return Index
Exit Load
No charges on withdrawal
Scheme Document

Sectors Holding in this Mutual Fund

as on 30 Nov 2024
Sort By
Financial
29.79%
403.96 Cr
Services
11.32%
153.53 Cr
Healthcare
8.64%
117.16 Cr
Technology
8.50%
115.18 Cr
Energy
7.26%
98.45 Cr
Others
34.49%
467.64 Cr
View All
View All

Companies Holding in this Mutual Fund

as on 30 Nov 2024
Sort By
HDFC Bank Ltd.
7.92%
107.39 Cr
ICICI Bank Ltd.
7.07%
95.86 Cr
Infosys Ltd.
4.19%
56.81 Cr
Reliance Industries Ltd.
4.14%
56.13 Cr
Larsen & Toubro Ltd.
3.16%
42.85 Cr
Others
73.52%
996.85 Cr
View All
View All

About Sundaram ELSS Tax Saver Direct-IDCW Half Yearly Payout

Sundaram ELSS Tax Saver Direct-IDCW Half Yearly Payout is a Tax Saver mutual fund scheme from Sundaram Mutual Fund. This scheme was launched on Invalid date and is currently managed by its fund managers Sudhir Kedia and Rohit Seksaria. It has an AUM of ₹1,355.89 Crores and the latest NAV decalared is ₹519.505 as on 23 Dec 2024 at 2:48 pm.
Sundaram ELSS Tax Saver Direct-IDCW Half Yearly Payout scheme return performance in last 1 year is 18.90%, in last 3 years is 58.61% and 152.46% since scheme launch. The min. SIP amount to invest in this scheme is ₹500.

Scheme Details

AUM:1,355.89 Cr
Category:Equity: ELSS
Launch Date:Invalid date
Fund Type:Open-End

About Fund Category

Having a statutory lock-in period of 3 years, ELSS Funds enable long term wealth accumulation along with the benefit of tax saving. Investing in ELSS Funds makes you eligible to claim a tax deduction of up to Rs 1.5 lakh under Section 80C of the Income Tax Act 1961.

AMC Information

Sundaram Mutual Fund
Sundaram Mutual Fund
View AMC Details
68,611.98 Cr
AUM
102
Schemes
Address
Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah600014
Phone Number
Phone Number
Phone : 1860-425-7237