Can I invest in SIP and Lumpsum in Sundaram ELSS Tax Saver Fund - Regular (G) Direct Growth?

Yes, you can invest both lumpsum and SIP in Sundaram ELSS Tax Saver Fund - Regular (G). Minimum lumpsum investment Sundaram ELSS Tax Saver Fund - Regular (G) is ₹500 and minimum SIP amount is ₹500 . Lumpsum option is ideal for investors with higher investible corpus and market experience. SIP option is recommended for retail investors who do not have the time or expertise to time the market.

What is the NAV of Sundaram ELSS Tax Saver Fund - Regular (G) Direct Growth?

The latest NAV (Net Asset Value) of Sundaram ELSS Tax Saver Fund - Regular (G) is Sundaram ELSS Tax Saver Fund - Regular (G) is ₹448.05 as on 2025-03-11.

Which are the biggest stock holdings of Sundaram ELSS Tax Saver Fund - Regular (G)?

The 5 biggest stock holdings of Sundaram ELSS Tax Saver Fund - Regular (G) are: HDFC Bank (9.20%), ICICI Bank (7.32%), Reliance Industr (4.30%), Infosys (4.26%), Larsen & Toubro (3.50%)

What are the top sectors Sundaram ELSS Tax Saver Fund - Regular (G) invests in?

A majority of Sundaram ELSS Tax Saver Fund - Regular (G) 's AUM worth ₹1,212.38 (Cr) is invested in these 3 top sectors: Banks : 24.49% IT-Software : 8.28% Pharmaceuticals & Biotech : 6.86%

Mutual Funds
Sundaram ELSS Tax Saver Fund - Regular (G)

Sundaram ELSS Tax Saver Fund - Regular (G)

ELSS

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NAV
448.05(-0.26%)
Fund Size (CR)
₹1,299.14
Expense Ratio
2.23
Scheme Type
Active Fund
Value Research

Min. investment
₹500
Minimum Additional Investment
₹500
Minimum SIP Investment
₹500
Minimum Withdrawal
₹0
Exit Load
1% of applicable Net Asset Value - If the amount sought to be redeemed or switch out is invested for a period of up to 3 months from the date of allotment Nil - If the amount, sought to be redeemed or switch out is invested for a period of more than 3 months from the date of allotment
0%
Return Since Launch
15.63%

Absolute Return: -11.55%

Annualized Return: 0%

Basic Details

Scheme Manager

Sudhir Kedia

Bench Mark

Nifty 500 TRI

Type

OPEN

Lumpsum Returns

Period Invested For	₹10,000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	3 March 2025	10143.45	1.43%	-	1.89%	159/225
1 Month	10 February 2025	9504.71	-4.95%	-	-5.90%	81/225
3 Month	10 December 2024	8870.20	-11.30%	-	-14.91%	41/221
6 Month	10 September 2024	8838.02	-11.62%	-	-14.92%	47/221
1 Year	7 March 2024	10162.02	1.62%	1.62%	1.33%	119/221
3 Year	10 March 2022	14463.40	44.63%	13.08%	15.02%	158/211
5 Year	9 March 2020	24270.35	142.70%	19.38%	20.49%	123/211
Since Inception	31 March 1996	670694.10	6606.94%	15.63%	14.34%	74/225

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For	₹10,000 Invested on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	1 April 2024	1,20,000	166672.06	38.89%	38.89%
3 Year	1 April 2022	3,60,000	621270.01	72.58%	19.95%
5 Year	1 April 2020	6,00,000	1285851.30	114.31%	16.47%
10 Year	1 April 2015	12,00,000	3585005.50	198.75%	11.57%

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

Investment type
Scheme based

SIP
Lumpsum

Monthly Investment (₹)

Expected Returns Rate (%)

Time Period (in Years)

Start your SIP now

Invested Amount
₹25,000
Estimated Returns
₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

3.70%

Standard Deviation

0.86%

Beta

0.43%

Sharpe Ratio

-0.01%

Treynor's Ratio

-0.20%

Jension's Alpha

Asset Allocation

Sector Allocation

Top 10 stock holding in portfolio

Stock Invested in	% of Total Holdings	Quantity	Value (Cr)	Asset Type	Segment
HDFC Bank	9.20%	644000	111.57	Equity	Banks
ICICI Bank	7.32%	737000	88.74	Equity	Banks
Reliance Industr	4.30%	434000	52.08	Equity	Refineries
Infosys	4.26%	306000	51.64	Equity	IT - Software
Larsen & Toubro	3.50%	134000	42.40	Equity	Infrastructure Developers & Operators
St Bk of India	3.02%	532000	36.64	Equity	Banks
Axis Bank	2.61%	311000	31.58	Equity	Banks
Interglobe Aviat	2.33%	63000	28.21	Equity	Air Transport Service
UltraTech Cem.	2.26%	27000	27.35	Equity	Cement
Bharti Airtel PP	2.03%	221000	24.66	Equity	Telecomm-Service

Peer Comparison

Scheme Name	Asset Size (Cr)	1M	3M	6M	1Y	3Y
SBI Long Term Advantage Fund-Series V -Dir (IDCW)	346.48	-4.68%	-11.38%	-9.78%	22.25%	17.25%
SBI Long Term Advantage Fund - Series V -Dir (G)	346.48	-4.68%	-11.38%	-9.78%	22.25%	17.25%
LIC MF ELSS Tax Saver - Direct (G)	1093.48	-4.25%	-11.07%	-10.39%	11.44%	15.37%
LIC MF ELSS Tax Saver - Direct (IDCW)	1093.48	-4.25%	-11.08%	-10.39%	11.43%	14.98%
WhiteOak Capital ELSS Tax Saver Fund - Direct (G)	312.12	-5.21%	-14.43%	-9.32%	11.05%	-

News

Sundaram Mutual Fund announces IDCW under its schemes
Sundaram Mutual Fund has announced 11 March 2025 as the record date for the declaration of Income Distribution cum capital withdrawal (IDCW) on the face value of Rs 10 per unit under the following schemes. The amount of IDCW (Rs per unit) will be:
Sundaram Equity Savings Fund - Regular Plan - IDCW - Quarterly Option: 0.289
Sundaram Equity Savings Fund - Direct Plan - IDCW - Quarterly Option: 0.420
Sundaram Equity Savings Fund - Regular Plan - IDCW - Half Yearly Option: 0.537
Sundaram Equity Savings Fund - Direct Plan - IDCW - Half Yearly Option: 0.572
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Sundaram MF announces Income Distribution cum capital withdrawal (IDCW) under two schemes
Sundaram Mutual Fund has announced 17 February 2025 as the record date for the declaration of Income Distribution cum capital withdrawal (IDCW) on the face value of Rs 10 per unit under the following schemes. The amount of IDCW (Rs per unit) will be:
Sundaram Aggressive Hybrid Fund - Regular Plan-Monthly-IDCW Option: 0.250
Sundaram Aggressive Hybrid Fund - Direct Plan-Monthly-IDCW Option: 0.350
Sundaram Balanced Advantage Fund - Regular Plan-Monthly-IDCW Option: 0.115
Sundaram Balanced Advantage Fund - Direct Plan-Monthly-IDCW Option: 0.140
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Sundaram MF announces Income Distribution cum capital withdrawal (IDCW) under two schemes
Sundaram Mutual Fund has announced 17 January 2025 as the record date for the declaration of Income Distribution cum capital withdrawal (IDCW) on the face value of Rs 10 per unit under the following schemes. The amount of IDCW (Rs per unit) will be:
Sundaram Aggressive Hybrid Fund - Regular Plan-Monthly-IDCW Option: 0.250
Sundaram Aggressive Hybrid Fund - Direct Plan-Monthly-IDCW Option: 0.350
Sundaram Balanced Advantage Fund - Regular Plan-Monthly-IDCW Option: 0.115
Sundaram Balanced Advantage Fund - Direct Plan-Monthly-IDCW Option: 0.140
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Fund House Details & Investment Objective

Date of Incorporation

31 March 1996

Total AUM (Cr)

₹1212.38

Sundaram ELSS Tax Saver Fund - Regular (G) is an ELSS-oriented fund from the renowned AMC, Sundaram Mutual Fund. Launched in 31 March 1996, this fund is managed by Sudhir Kedia. With assets under management (AUM) worth ₹1,212.38 (Cr), as of 11 March 2025, Sundaram ELSS Tax Saver Fund - Regular (G) is categorized as a ELSS within its segment. The fund has generated a return of 15.63% since its launch.
The current NAV of Sundaram ELSS Tax Saver Fund - Regular (G) is ₹448.05, as on 11 March 2025. The fund's benchmark index is Nifty 500 TRI. You can invest in Sundaram ELSS Tax Saver Fund - Regular (G) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹500 while the minimum lumpsum investment is ₹500.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
Nil The fund has generated 13.08% and 19.38% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 93.29% in Equity, 7.96% in Debt and -1.25% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 24.49% in Banks, 8.28% in IT-Software, 6.86% in Pharmaceuticals & Biotech, 5.12% in Debt, 4.72% in Petroleum Products

FAQs

How to Invest in Sundaram ELSS Tax Saver Fund - Regular (G) Direct Growth?

Sundaram ELSS Tax Saver Fund - Regular (G) is a popular fund in the ELSS segment. The fund has generated a return of 15.63% since inception. Looking to invest in Sundaram ELSS Tax Saver Fund - Regular (G) How about earning 1% extra return? All this is possible with m.Stock! Investing in Sundaram ELSS Tax Saver Fund - Regular (G) is super easy and convenient with m.Stock. Here’s how you can begin:

Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage across products for life.
In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
In the search bar, enter the fund name, in this case, Sundaram ELSS Tax Saver Fund - Regular (G)
On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
If you choose to invest a Lumpsum: Enter amount, select payment mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
If you choose the SIP route, then enter SIP amount, SIP date, and set up ‘Autopay’ facility.

So, why wait? Invest in Sundaram ELSS Tax Saver Fund - Regular (G) today and reap the benefits of this ELSS fund!

How much returns has Sundaram ELSS Tax Saver Fund - Regular (G) Direct Growth generated?

In the short term, i.e., 1 year, Sundaram ELSS Tax Saver Fund - Regular (G) has generated annualised return of 1.62%. In the long-term, the fund has generated 13.08% and 19.38% in 3 and 5 years respectively. Since its inception, the fund has generated 15.63% returns.

What is the expense ratio of Sundaram ELSS Tax Saver Fund - Regular (G) Direct Growth?

The expense ratio of Sundaram ELSS Tax Saver Fund - Regular (G) Direct Growth is 2.23%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

What is the AUM of Sundaram ELSS Tax Saver Fund - Regular (G) Fund Direct Growth?

The Assets Under Management (AUM) of Sundaram ELSS Tax Saver Fund - Regular (G) is ₹1,212.38 (Cr) as of 2025-03-11 AUM shows the fund’s popularity and is often indicative of fund strength.

How to redeem or withdraw money from Sundaram ELSS Tax Saver Fund - Regular (G) Direct Growth?

Redeeming or selling units of Sundaram ELSS Tax Saver Fund - Regular (G) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.

To redeem from Sundaram ELSS Tax Saver Fund - Regular (G):

Login to your m.Stock account
In portfolio, your mutual fund investments will be visible under ‘MF’
Select the fund you wish to redeem from (in this case Sundaram ELSS Tax Saver Fund - Regular (G)).
Click on ‘Redeem’ button
You have 2 options – redeem by units and redeem by value (you can only redeem free units)
Select units to be redeemed and click on submit.
Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).