Sundaram Mutual Fundimage

Sundaram ELSS Tax Saver Fund

EquityELSSGrowthIDCW-Half Yearly

Fund Overview

NAV (20 Dec 24)

₹ 407.50

AUM (in Cr)

₹ 1355.89

5 Years CAGR

% 14.38

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Sundaram ELSS Tax Saver Fund
2.28
-6.33
-2.26
10.07
9.25
14.38
Nifty 500
1.44
-7.63
0.49
19.95
17.18
18.86
ELSS
2.93
10.76
19.25
41.22
20.32
25.34

Note:  The Benchmark adopted by the AMC may be different from the one indicated above. Information available here is on the basis of internal data, publicly available information and other sources believed to be reliable, produced for information purpose only and should not be construed as investment advice to any party.

Scheme Information

Investment Objective

Aims at providing long term capital appreciation and to enable the investors to realise the tax benefits provided under section 88 of the Income Tax Act, 1961.

Expense Ratio
% 2.22
Benchmark
Nifty 500
AUM
₹ 1355.89
Inception Date
11 Sep 2017
Turnover Ratio
% 32.20
Exit Load
Nil
Asset Class
Equity
amc-logo

Sundaram Mutual Fund

Total AUM

₹ 67164.09

No. of Schemes under this AMC

53

Phone

28583362, 28583367

Email

dhirent@sundarammutual.com

Incorporation Date

8/24/1996

Address

Sundaram Towers,, 2nd Floor,, 46 Whites Road,

Chennai (Madras) - 600014

Back
Sundaram Mutual Fundimage

Sundaram ELSS Tax Saver Fund

EquityELSS
Connect with an
Expertquotes
Personalized investment strategies from leading experts