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Fund Suitability Test
Returns
Track investment returns to meet financial goals.
| This Fund | Category Avg. | Benchmark | |
|---|---|---|---|
| 1W | -3.01% | -3.47% | -2.74% |
| 1M | -6.36% | -6.67% | -6.2% |
| 3M | -2.28% | -1.71% | -2.32% |
| 6M | 5.36% | 8.58% | 6.79% |
| 1Y | 23.49% | 29.24% | 22.35% |
| 2Y | 17.39% | 21.85% | 14.58% |
| 3Y | 11.6% | 13.6% | 10.42% |
| 5Y | 18.69% | 18.87% | 16% |
| ALL | 14.45% | 15.93% | 14% |
Check out what are trailling and rolling returns of this fund ?
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Risk Analysis
Helps you understand the fund’s risk levels.
| Standard Dev | Sharpe | Beta | Alpha | |
|---|---|---|---|---|
| Fund | 11.66% | 0.62% | 0.87% | -0.24% |
| Category | 0% | 0% | 0% | 0% |
Riskometer
Comparison Of Sundaram ELSS Tax Saver Fund Regular Growth
Compare your fund with the top category schemes.
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth
3Y Returns11.6% (p.a.)
HDFC ELSS Tax saver Fund - Growth Plan
3Y Returns20.93% (p.a.)
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth
3Y Returns11.6% (p.a.)
DSP ELSS Tax Saver Fund - Regular Plan - Growth
3Y Returns16.22% (p.a.)
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth
3Y Returns11.6% (p.a.)
Bandhan ELSS Tax saver Fund - Regular Plan - Growth
3Y Returns14.27% (p.a.)
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth
3Y Returns11.6% (p.a.)
Parag Parikh Tax Saver Fund Regular - Growth
3Y Returns17.64% (p.a.)
SIP Returns Calculator
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Start SIPPortfolio Summary (as on 31-May-2024)
An insight into your portfolio composition.
Equity95.06% Others3.29%
Equity Market Cap
Top 5 Sectors of Equity
Financial 28.95%
Services 10.2%
Technology 8.24%
Healthcare 7.44%
Energy 6.62%
Top 5 Companies of Equity
HDFC Bank Ltd. 7.25%
Reliance Industries Ltd. 6.12%
ICICI Bank Ltd. 5.79%
Infosys Ltd. 3.44%
State Bank of India 2.88%
Others Market Cap
Top 5 Sectors of Others
Others 3.29%
Top 5 Companies of Others
Others 3.28%
Others 0.01%
Check out the favourite sectors and companies of this fund
Detail Portfolio AnalysisAlternative Fund Category Peer View
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Chat with usFrequently Asked Questions
What is the current NAV of Sundaram ELSS Tax Saver Fund Regular Growth?
Net asset value is the per unit price of the mutual fund. The NAV of funds changes every day. The latest NAV of Sundaram ELSS Tax Saver Fund Regular Growth as of 14-11-2024 is 477.6254.
What is the benchmark of Sundaram ELSS Tax Saver Fund Regular Growth?
Sundaram performance is primarily benchmarked against the NIFTY 500 TRI with NIFTY 50 TRI serving as an addition.
Is Sundaram ELSS Tax Saver Fund Regular Growth a safe fund to invest?
Every fund has different types of risk which are mentioned in the risko-meter. The investors are advised to understand their risk tolerance and decide which type of fund they can invest in.
What are the top 5 holdings of Sundaram ELSS Tax Saver Fund Regular Growth?
The fund's top 5 sectors holdings are Financial, Services, Technology, Healthcare, Energy, Others
How can I redeem my investments in Sundaram ELSS Tax Saver Fund Regular Growth?
Redeeming your investments in Sundaram ELSS Tax Saver Fund Regular Growth is super easy.
• If you have invested this fund via MySIPonline, just log into the app, go to the investment section, and place your redemption request.
• If you have invested this fund from elsewhere, go to the fund house website and place your redemption request from there.
Who manages this fund, and what is their expertise?
Sudhir Kedia, Rohit Seksaria, with an extensive experience of 15 years while managing equity & related investments. He is focused on picking quality companies and holds them for a long duration to generate good compounding returns in their funds.
What is the expense ratio of Sundaram ELSS Tax Saver Fund Regular Growth?
The expense ratio of a mutual fund means the charges that you pay to the mutual fund company for managing your investments in the fund. This fund has an expense ratio of 1.37%.
What is the AUM or size of Sundaram ELSS Tax Saver Fund Regular Growth?
AUM or asset under management is the total value of the assets held by a mutual fund scheme. A fund with a high AUM means a lot of money has been invested in it. The AUM of Sundaram ELSS Tax Saver Fund Regular Growth is Rs 1355.85 Crs. Crs.
Should I invest in Sundaram ELSS Tax Saver Fund Regular Growth?
This fund has a consistency rating of which indicates that the fund has generated average returns. However, whatever returns that the fund delivers, it does so with exceptional consistency. You can consider this fund if the predictability of returns is what you are looking for.
How to start online SIP in Sundaram ELSS Tax Saver Fund Regular Growths?
MySIPonline is a dedicated platform to start online SIP or mutual funds in any scheme of mutual funds. Firstly, the investor needs to complete KYC details, choose the best fund, add it to the cart, and make the payment through UPI, net banking, or debit card available on our site.
Is there any brokerage/advisory fees on Mutual Fund SIP transactions?
At MySIPonline, we do not charge any fees related to brokerage & advisory part. That makes us more accessible and cost-effective for a broader range of investors.
