Comprehensive analysis of Sundaram ELSS Tax Saver Fund - Direct (IDCW-H) (35111) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Sundaram Asset Management Company Ltd
The objective of the scheme is 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 over the life of the scheme.
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Moderate Returns
High Risk
Moderate Expenses
Equity Focused
Seasoned Team
Average Quality
Showing 1Y NAV history
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Outperformance vs benchmark
Market exposure level
Fund manager experience
Recent performance momentum
Historical performance consistency
Assets under management
Risk-adjusted returns
Fund management costs
This fund has underperformed its benchmark by 0.09% over the 3Y period.
See how your money can grow and compare with popular investment options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Sector | % Assets |
|---|---|---|
| HDFC Bank Ltd | Banks | 9.44% |
| ICICI Bank Ltd | Banks | 7.93% |
| TREPS | Debt Others | 6.10% |
| Reliance Industries Ltd | Refineries | 4.38% |
| Axis Bank Ltd | Banks | 3.41% |
| Larsen & Toubro Ltd | Infrastructure Developers & Operators | 3.33% |
| Bharti Airtel Ltd | Telecomm-Service | 3.20% |
| State Bank of India | Banks | 3.08% |
| Infosys Ltd | IT - Software | 3.02% |
| ITC Ltd | Tobacco Products | 2.85% |
Compare against ELSS category average
This comparison shows how the fund performs relative to the ELSS category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in ELSS category
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Franklin India ELSS Tax Saver Fund - Direct (G) | ₹1623.49 | 12.57% | -2.82% | 19.25% |
| HDFC ELSS Tax Saver Fund - Direct (G) | ₹1524.49 | 15.64% | 2.75% | 22.32% |
| Franklin India ELSS Tax Saver Fund - Regular (G) | ₹1454.62 | 12.13% | -3.58% | 18.28% |
| HDFC ELSS Tax Saver Fund (G) | ₹1410.58 | 15.27% | 2.12% | 21.58% |
| ICICI Pru ELSS Tax Saver Fund - Direct (G) | ₹1036.14 | 16.49% | 0.40% | 16.98% |
| ICICI Pru ELSS Tax Saver Fund - (G) | ₹932.70 | 16.13% | -0.22% | 16.24% |
| Sundaram ELSS Tax Saver Fund - Direct (G) | ₹544.61 | 15.71% | 0.49% | 15.28% |
| Sundaram ELSS Tax Saver Fund - Regular (G) | ₹509.11 | 15.41% | -0.04% | 14.65% |
| SBI ELSS Tax Saver Fund - Direct (G) | ₹467.46 | 12.50% | -2.79% | 24.35% |
| Aditya Birla SL ELSS Tax Saver Fund - Direct (IDCW) | ₹452.75 | 18.03% | -0.22% | 14.58% |
A seasoned investment professional with over 8 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.