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Sundaram ELSS Tax Saver Fund Regular Plan - Income Distribution Cum Capital Withdrawal Option (IDCW)

Equity: ELSS Open Ended Scheme
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NAV
₹ 382.8035 ₹ 4.47 (1.17 %)
as on 22-06-2026
Asset Size (AUM)
1,263.72 Cr
Launch Date
Jan 02, 2013
Invest in this scheme
Investment Objective
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.
Minimum Investment 500.0
Minimum Top-up 500.0
Investment Returns Since Launch in Jan 02, 2013
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10.73

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
0.98 %
Expense Ratio
2.17%
Volatility
11.66 %
Fund House
Sundaram Mutual Fund
Fund Manager
Bharath S, Rohit Seksaria, Shalav Saket
Key Features
Scheme description
Minimum Purchase Application Amount
Rs. 500.0 (plus in multiples of Rs. 500.0)
Entry Load
Not applicable
Exit Load
Units under Sundaram Tax Savings Fund - A long term taxsaver Fund, issued under ELSS guidelines 2005, are eligible for tax deduction u/s 80C of the Income Tax Act, 1961 and can be repurchased/pledged/transferred after 3 years from the date of unit allotment Entry Load - NIL Exit Load - NIL.
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Fund Performance
Fund's historical return comparison with other asset classes
Other Schemes of the Same Category
Sundaram ELSS Tax Saver Fund Regular Plan - Income Distribution Cum Capital Withdrawal Option (IDCW)
Performance

Scheme Performance (%)

Data as on - 22-06-2026

Yearly Performance (%)

NAV Movement

Investment Returns Calculator
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Peer Comparison
Scheme Name Inception Date 1 Year Return % 2 Year Return % 3 Year Return % 5 Year Return % 10 Year Return %
Sundaram ELSS Tax Saver Fund Regular Plan - Income Distribution Cum Capital Withdrawal Option (IDCW) 02-01-2013 -1.6 1.54 11.2 11.26 0.0
Portfolio Analysis
Portfolio as on
Sector Allocation
Sector Allocation (%)
Portfolio Holdings
Company Allocation (%)
Sector Allocation
Portfolio Holdings