Equity | Tax Savings
3Y Returns
5.29%
Min SIP
₹250
Min Lumpsum
₹500
Expense Ratio
2.12%
Fund Size
₹1856 Cr
Inception Date
17-Nov-99
Fund Manager
Sudhir Kedia
Exit Load
Nil.
Market Risk / Risk Taken Compared to Benchmark
Fund Size
SIP Returns
Risk Adjusted Returns
Extra Returns Over Benchmark
Returns Consistency
Performance Against Inflation
Overall Fund Zi Tag
Asset Allocation
Equity
99.29%
Debt & Others
0.71%
Market Cap Allocation
Large Cap
64.87%
Mid Cap
29.14%
Small Cap
5.73%
Other Cap
0.26%
Investment Objective
To Achieve Capital Appreciation By Investing Predominantly In Equities And Equity-Related Instruments. A Three-Year Lock-In Period Shall Apply In Line With The Regulation For Elss Schemes.
Fund House Detail
AMC Name
Sundaram Asset Management Company Limited
Scheme Document
https://www.sundarammutual.com/DownloadsAddress
Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai - 600 014.
Motilal Oswal Long Term Equity Fund - Direct Growth
1Y
64.75%
3Y
25.96%
5Y
24.62%
Sbi Long Term Equity Fund- Direct Plan - Growth
1Y
52.56%
3Y
24.91%
5Y
25.47%
Hdfc Tax Saver - Direct Plan - Growth Option
1Y
44.35%
3Y
22.84%
5Y
21.86%
Quant Tax Plan Direct Plan - Growth
1Y
42.97%
3Y
22.74%
5Y
33.42%
Jm Tax Gain Fund (Direct) - Growth Option
1Y
49.88%
3Y
20.16%
5Y
22.74%
Parag Parikh Tax Saver Fund - Direct Plan-Growth
1Y
34.44%
3Y
19.72%
5Y
24.61%
Dsp Tax Saver Fund - Direct Plan - Growth
1Y
47.32%
3Y
19.59%
5Y
22.92%
Franklin India Taxshield - Direct Growth
1Y
41.32%
3Y
19.44%
5Y
21.62%
Iti Long Term Equity Fund Direct Plan Growth
1Y
46.81%
3Y
19.39%
5Y
20.52%
Kotak Tax Saver Fund - Direct Plan - Growth
1Y
37.3%
3Y
19.12%
5Y
22.05%
Bank Of India Tax Advantage Funddirect Plan - Growth
1Y
44.37%
3Y
19.11%
5Y
26.16%
Hsbc Tax Saver Equity Fund - Growth Direct Plan
1Y
46.21%
3Y
18.27%
5Y
21.23%
Quantum Tax Saving Fund - Direct Plan Growth Option
1Y
41.91%
3Y
18.16%
5Y
19.45%
Nippon India Tax Saver Fund Direct Plan Growth Plan - Growth Option Growth
1Y
39.47%
3Y
18.13%
5Y
18.98%
Taurus Taxshield - Direct Plan - Growth
1Y
37.11%
3Y
17.58%
5Y
18.61%
Edelweiss Long Term Equity Fund(Tax Savings) - Direct Growth Plan
1Y
39.88%
3Y
17.21%
5Y
19.86%
Tata India Tax Savings Fund Direct Plan Growth
1Y
36.97%
3Y
17.18%
5Y
19.86%
Bandhan Tax Advantage (Elss) Fund-Growth-(Direct Plan)
1Y
30.55%
3Y
16.92%
5Y
23.94%
Taurus Taxshield - Direct Plan Growth
1Y
37.21%
3Y
16.87%
5Y
19.35%
Groww Elss Tax Saver Fund - Direct Plan- Growth Option
1Y
38.52%
3Y
15.7%
5Y
17.24%
Union Tax Saver (Elss) Fund - Direct Plan Growth
1Y
32.62%
3Y
15.51%
5Y
20.95%
Mirae Asset Tax Saver Fund - Direct Growth
1Y
35.85%
3Y
15.4%
5Y
21.83%
Invesco India Tax Plan - Direct Plan Growth
1Y
41.11%
3Y
15.32%
5Y
20.13%
Lic Elss - Direct Plan - Growth
1Y
35.85%
3Y
15.29%
5Y
17.46%
Canara Robeco Equity Tax Saver Fund Direct Growth
1Y
37.44%
3Y
15.15%
5Y
22.13%
Mahindra Manulife Elss Fund - Direct - Growth
1Y
30.19%
3Y
15.15%
5Y
20.23%
Icici Prudential Long Term Equity Fund (Tax Saving) - Direct Plan - Growth
1Y
35.86%
3Y
15.02%
5Y
19.49%
Pgim India Elss Tax Saver Fund - Direct Plan - Growth Option
1Y
27.91%
3Y
14.75%
5Y
19.33%
Shriram Long Term Equity Fund - Direct Plan - Growth
1Y
37.04%
3Y
14.64%
5Y
17.36%
Sundaram Diversified Equity Fund Direct Plan Growth
1Y
26.73%
3Y
13.52%
5Y
16.47%
BSE Member code: 58371
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