Sundaram ELSS Tax Saver Fund - Regular Growth
Principal Mutual Fund
₹466.32 (+1.04%)
NAV as of 9 Oct 2026
Minimum Investment: ₹500
Return
-8.94% Returns for 1Y
Expense ratio & Others
- Net expense ratio
- 2.21%
- Exit load
- 0%
- Lock-in
- No
- Minimum investment
- ₹500
- Category
- ELSS (Tax Savings)
Expense ratio is inclusive of GST. Returns may be taxed based on the fund type and your holding period — please read the scheme-related documents and consult a tax advisor. Figures are historical and do not guarantee future results.
Fund Returns Estimator
One-time investment
₹1,000
6 months
₹966
Invested ₹1,000
▼-3.40%1 year
₹911
Invested ₹1,000
▼-8.94%3 years
₹1,066
Invested ₹1,000
▲+6.64%5 years
₹1,071
Invested ₹1,000
▲+7.05%
Based on the fund’s historic trailing returns — a planning illustration, not a guarantee of future results.
Invest One-TimePlan it your way
The figures above are fixed to this fund’s past returns over set periods. Use a calculator to set your own amount, tenure and expected rate of return.
Risk level
Riskometer scale
- Low
- Low to Moderate
- Moderate
- Moderate to High
- High
- Very HighThis fund
Riskometer level assigned by the fund house as per SEBI norms. It can change as the scheme’s portfolio changes.
Fund benchmark
| Primary Index Name | BSE 500 India TR INR |
|---|---|
| Secondary Index Name | BSE 500 India TR INR |
| Index Name | Nifty 500 TR INR |
| Weighting | 100% |
Returns
| 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|
| Fund returns (%) | -8.94% | +6.64% | +7.05% | — |
| Cumulative returns (%) | -8.94% | +21.26% | +40.58% | +182.05% |
Fund Manager
| Manager | Shalav Saket |
|---|---|
| Role | Manager |
| Manager Tenure | 0.59 yrs |
About Fund
| Date of Incorporation | 31 Mar 1996 |
|---|---|
| Fund House | Principal Mutual Fund |
| Custodian | SBI-SG Global Securities Services Private Limited |
| Registrar / Transfer Agent | Sundaram Asset Management Company Ltd |
| Address | “B Wing”, “Jeevan Seva” Annexe Bldg.,Ground Floor, S.V. Road,Santacruz (W),,Mumbai – 400054 |
Top Holdings
| Company | Weightage (%) |
|---|---|
| ICICI Bank Ltd | 6.44% |
| HDFC Bank Ltd | 5.78% |
| Axis Bank Ltd | 4.42% |
| Kirloskar Oil Engines Ltd | 3.73% |
| Bharti Airtel Ltd | 3.72% |
| State Bank of India | 3.58% |
| Larsen & Toubro Ltd | 3.47% |
| Reliance Industries Ltd | 3.39% |
| Kotak Mahindra Bank Ltd | 3.27% |
| Kotak Mahindra Bank Ltd | 2.98% |
| Infosys Ltd | 2.86% |
| ITC Ltd | 2.49% |
| UltraTech Cement Ltd | 2.45% |
Investment Strategy
To build a high quality growth-oriented portfolio to provide long-term capital gains to the investors. The scheme aims at providing returns through capital appreciation.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. The data shown is for information only and does not constitute investment advice.