Sundaram ELSS Tax Saver Fund

Formerly known as Sundaram Tax Savings Fund

An open-ended equity linked saving scheme with a statutory lock-in of 3 years and tax benefit

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About This Fund

Diversified equity fund that invests in fundamentally strong companies across market capitalization.
Can outperform over market cycles owing to its multi-cap investment flexibility
Fund with 3-year lock-in that provides tax deduction under section 80C of the Income Tax Act, 1961

NAV as on

Returns since inception as on

Date of Inception

Total AUM as on

₹ Crores

Risk Metric

Performance

of ₹

for

Calculate

Total Investment of ₹ would have become ₹

Product Features

Diversified equity fund that invests in fundamentally strong companies across market capitalization.
Can outperform over market cycles owing to its multi-cap investment flexibility
Fund with 3-year lock-in that provides tax deduction under section 80C of the Income Tax Act, 1961

Ideal For

To create long term wealth through investment in equity and related securities across the cap curve
Long term capital growth with a three-year lock-in
Investment in equity & equity related securities including equity derivatives of companies across market capitalization

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

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.

Benchmark Index

Tier I:
Tier II:

Month End AuM

₹ Cr

Total Expense Ratio

Regular: , Direct:

Repayment Options

Growth

Half Yearly IDCW: Payout, Sweep/Transfer

Special Facitilities

SWP/SIP/STP

Minimum Investment Amount

₹ 500

Entry Load

Not Applicable

Exit Load

Nil

	Performance			₹ invested
Period	Fund (%)	TIER I (%)	Additional Benchmark (%)	Fund (₹)	TIER I (₹)	Additional Benchmark (₹)

Past performance may or may not be sustained in future. Returns/investment value are as of . Returns are on a compounded annual basis for period more than one year and absolute for one-year period and computed using NAV of Regular Plan-Growth Option.
Value of invested at inception is as on .

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Market Capitalization

Current Asset Allocation

Portfolio data as on

Portfolio

Fact-Sheet

One-Sheeter

Scheme Information Document

Statement of Additional Information

as on 31 Dec 2024