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Fund Overview

Fund Size

Fund Size

₹1,288 Cr

Expense Ratio

Expense Ratio

2.25%

ISIN

ISIN

INF173K01361

Minimum SIP

Minimum SIP

₹500

Exit Load

Exit Load

No Charges

Inception Date

Inception Date

31 Mar 1996

About this fund

Sundaram Tax Savings Fund Regular Growth is a ELSS (Tax Savings) mutual fund schemes offered by Sundaram Mutual Fund. This fund has been in existence for 29 years and 27 days, having been launched on 31-Mar-96.
As of 25-Apr-25, it has a Net Asset Value (NAV) of ₹482.70, Assets Under Management (AUM) of 1288.19 Crores, and an expense ratio of 2.25%.
  • Sundaram Tax Savings Fund Regular Growth has given a CAGR return of 15.90% since inception.
  • The fund's asset allocation comprises around 93.83% in equities, 0.00% in debts, and 6.17% in cash & cash equivalents.
  • You can start investing in Sundaram Tax Savings Fund Regular Growth with a SIP of ₹500 or a Lumpsum investment of ₹500.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

+5.89%

+5.08% (Cat Avg.)

3 Years

+14.62%

+15.97% (Cat Avg.)

5 Years

+24.29%

+24.31% (Cat Avg.)

10 Years

+13.47%

+13.34% (Cat Avg.)

Since Inception

+15.90%

(Cat Avg.)

Portfolio Summaryas of 31st March 2025

Equity1,208.76 Cr93.83%
Others79.43 Cr6.17%

Top Holdings

All Holdings

Equity

Debt & Others

NameType sortAmount sortHoldings sort
HDFC Bank LtdEquity117.74 Cr9.14%
ICICI Bank LtdEquity99.37 Cr7.71%
TrepsCash - Repurchase Agreement82.5 Cr6.40%
Reliance Industries LtdEquity55.34 Cr4.30%
Larsen & Toubro LtdEquity46.8 Cr3.63%
Infosys LtdEquity43.35 Cr3.37%
State Bank of IndiaEquity41.04 Cr3.19%
Axis Bank LtdEquity34.27 Cr2.66%
InterGlobe Aviation LtdEquity31.72 Cr2.46%
UltraTech Cement LtdEquity31.08 Cr2.41%
Bharti Airtel Ltd (Partly Paid Rs.1.25)Equity28.6 Cr2.22%
ITC LtdEquity23.72 Cr1.84%
Sun Pharmaceuticals Industries LtdEquity23.24 Cr1.80%
Maruti Suzuki India LtdEquity23.04 Cr1.79%
Kotak Mahindra Bank LtdEquity22.58 Cr1.75%
Tata Consultancy Services LtdEquity22.11 Cr1.72%
Force Motors LtdEquity21.71 Cr1.69%
Hindustan Unilever LtdEquity21.46 Cr1.67%
Cholamandalam Investment and Finance Co LtdEquity20.22 Cr1.57%
Aurobindo Pharma LtdEquity20.08 Cr1.56%
Bajaj Finance LtdEquity19.68 Cr1.53%
ICRA LtdEquity15.96 Cr1.24%
Info Edge (India) LtdEquity15.8 Cr1.23%
IndusInd Bank LtdEquity15.66 Cr1.22%
Bata India LtdEquity15.61 Cr1.21%
Bharti Airtel LtdEquity15.6 Cr1.21%
UPL LtdEquity15.33 Cr1.19%
Metropolis Healthcare LtdEquity15.33 Cr1.19%
Blue Star LtdEquity13.97 Cr1.08%
The Federal Bank LtdEquity13.92 Cr1.08%
Apollo Hospitals Enterprise LtdEquity13.89 Cr1.08%
Cipla LtdEquity13.41 Cr1.04%
GAIL (India) LtdEquity13.27 Cr1.03%
Tata Motors LtdEquity12.75 Cr0.99%
PI Industries LtdEquity12.68 Cr0.98%
Jubilant Foodworks LtdEquity12.49 Cr0.97%
United Spirits LtdEquity12.33 Cr0.96%
Tata Consumer Products LtdEquity12.08 Cr0.94%
Praj Industries LtdEquity11.71 Cr0.91%
NTPC LtdEquity11.69 Cr0.91%
Eternal LtdEquity11.07 Cr0.86%
Swiggy LtdEquity11.01 Cr0.85%
Tech Mahindra LtdEquity10.5 Cr0.81%
Pidilite Industries LtdEquity10.26 Cr0.80%
Delhivery LtdEquity10.15 Cr0.79%
Computer Age Management Services Ltd Ordinary SharesEquity10.05 Cr0.78%
PNB Housing Finance LtdEquity10.05 Cr0.78%
Mahindra & Mahindra LtdEquity9.86 Cr0.77%
GE Vernova T&D India LtdEquity9.35 Cr0.73%
Oil India LtdEquity8.7 Cr0.68%
Hindustan Aeronautics Ltd Ordinary SharesEquity8.69 Cr0.67%
Apollo Tyres LtdEquity8.22 Cr0.64%
Kajaria Ceramics LtdEquity7.39 Cr0.57%
Kirloskar Oil Engines LtdEquity7.2 Cr0.56%
Affle India LtdEquity6.76 Cr0.52%
Neuland Laboratories LimitedEquity6.73 Cr0.52%
Hindustan Petroleum Corp LtdEquity6.49 Cr0.50%
Max Financial Services LtdEquity6.31 Cr0.49%
Schaeffler India LtdEquity6.08 Cr0.47%
Hyundai Motor India LtdEquity5.79 Cr0.45%
ICICI Prudential Life Insurance Co LtdEquity5.59 Cr0.43%
Adani Ports & Special Economic Zone LtdEquity5.56 Cr0.43%
Dalmia Bharat LtdEquity3.84 Cr0.30%
United Breweries LtdEquity3.4 Cr0.26%
Cash And Other Net Current AssetsCash-3.07 Cr0.24%
Mankind Pharma LtdEquity2.96 Cr0.23%
ABB India LtdEquity2.77 Cr0.22%
Titan Co LtdEquity2.76 Cr0.21%
Chennai Super Kings Ltd.Equity0.58 Cr0.04%

Allocation By Market Cap (Equity)

Large Cap Stocks

69.57%

Mid Cap Stocks

12.82%

Small Cap Stocks

10.88%

Other Allocation

Equity Sector

Debt & Others

SectorAmount sortHoldings sort
Financial Services422.39 Cr32.79%
Industrials155.3 Cr12.06%
Consumer Cyclical140.41 Cr10.90%
Healthcare88.92 Cr6.90%
Technology86.01 Cr6.68%
Basic Materials73.19 Cr5.68%
Consumer Defensive72.99 Cr5.67%
Energy70.53 Cr5.47%
Communication Services66.75 Cr5.18%
Utilities24.96 Cr1.94%

Risk & Performance Ratios

Standard Deviation

This fund

13.14%

Cat. avg.

14.49%

Lower the better

Sharpe Ratio

This fund

0.51

Cat. avg.

0.57

Higher the better

Sortino Ratio

This fund

--

Cat. avg.

0.94

Higher the better

Fund Managers

Sudhir Kedia

Sudhir Kedia

Since October 2019

Rohit Seksaria

Rohit Seksaria

Since January 2022

Additional Scheme Detailsas of 31st March 2025

ISIN
INF173K01361
Expense Ratio
2.25%
Exit Load
No Charges
Fund Size
₹1,288 Cr
Age
29 years
Lumpsum Minimum
₹500
Fund Status
Open Ended Investment Company
Benchmark
Nifty 500 TR INR

Investment ObjectiveInvestment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

iconCapital Gains Taxation:

iconDividend Taxation:

info icon

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar ELSS (Tax Savings) Funds

Fund nameExpense RatioExit LoadFund size
1Y
Bajaj Finserv ELSS Tax Saver Fund Regular Growth

Low Risk

2.3%0.0%₹44.27 Cr-
Bajaj Finserv ELSS Tax Saver Fund Direct Growth

Low Risk

0.5%0.0%₹44.27 Cr-
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Direct Growth

Very High Risk

0.3%0.0%₹154.96 Cr6.7%
Sundaram Long Term Tax Advantage Fund Series I Regular Growth

High Risk

1.4%0.0%₹19.18 Cr8.0%
Bank of India Midcap Tax Fund Series 1 Direct Growth

Very High Risk

-0.0%₹56.79 Cr-3.4%
SBI Long Term Advantage Fund Series II Regular Growth

Very High Risk

-0.0%₹34.17 Cr6.4%
SBI Long Term Advantage Fund Series II Direct Growth

Very High Risk

-0.0%₹34.17 Cr6.8%
Bank of India Midcap Tax Fund Series 1 Regular Growth

Very High Risk

-0.0%₹56.79 Cr-3.7%
Sundaram Long Term Tax Advantage Fund Series I Direct Growth

High Risk

1.4%0.0%₹19.18 Cr8.1%
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular Growth

Very High Risk

1.4%0.0%₹27.20 Cr1.3%
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct Growth

Very High Risk

1.2%0.0%₹27.20 Cr1.5%
Sundaram Long Term Tax Advantage Fund Series II Direct Growth

Very High Risk

1.2%0.0%₹12.29 Cr6.6%
Sundaram Long Term Tax Advantage Fund Series II Regular Growth

Very High Risk

1.4%0.0%₹12.29 Cr6.4%
SBI Long Term Advantage Fund Series I Regular Growth

Low Risk

-0.0%₹49.50 Cr16.8%
SBI Long Term Advantage Fund Series I Direct Growth

Low Risk

-0.0%₹49.50 Cr17.1%
Sundaram Long Term Micro CapTax Advantage Fund Sries III Direct Growth

Very High Risk

1.3%0.0%₹67.63 Cr-0.2%
SBI Long Term Advantage Fund Series VI Regular Growth

Very High Risk

-0.0%₹247.45 Cr2.4%
SBI Long Term Advantage Fund Series VI Direct Growth

Very High Risk

-0.0%₹247.45 Cr2.8%
Sundaram Long Term Micro CapTax Advantage Fund Sries III Regular Growth

Very High Risk

1.4%0.0%₹67.63 Cr-0.4%
Sundaram Long Term Tax Advantage Fund Series III Direct Growth

Very High Risk

1.2%-₹30.07 Cr0.6%
SBI Tax Advantage Fund Series III Direct Growth

Very High Risk

-0.0%₹33.26 Cr32.0%
SBI Tax Advantage Fund Series III Regular Growth

Very High Risk

-0.0%₹33.26 Cr31.5%
Sundaram Long Term Tax Advantage Fund Series III Regular Growth

Very High Risk

1.4%-₹30.07 Cr0.4%
ICICI Prudential Long Term Wealth Enhancement Fund Regular Growth

Very High Risk

1.4%0.0%₹37.80 Cr8.2%
ICICI Prudential Long Term Wealth Enhancement Fund Direct Growth

Very High Risk

1.0%0.0%₹37.80 Cr8.6%
Sundaram Long Term Tax Advantage Fund Series IV Regular Growth

Very High Risk

1.4%0.0%₹19.67 Cr0.9%
Sundaram Long Term Tax Advantage Fund Series IV Direct Growth

Very High Risk

1.2%0.0%₹19.67 Cr1.1%
SBI Long Term Advantage Fund Series III Regular Growth

Very High Risk

-0.0%₹63.67 Cr6.2%
SBI Long Term Advantage Fund Series III Direct Growth

Very High Risk

-0.0%₹63.67 Cr6.7%
SBI Long Term Advantage Fund Series V Direct Growth

Very High Risk

-0.0%₹316.13 Cr28.7%
SBI Long Term Advantage Fund Series V Regular Growth

Very High Risk

-0.0%₹316.13 Cr28.2%
SBI Long Term Advantage Fund Series IV Regular Growth

Very High Risk

-0.0%₹192.52 Cr0.9%
SBI Long Term Advantage Fund Series IV Direct Growth

Very High Risk

-0.0%₹192.52 Cr1.3%
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Growth

Very High Risk

1.3%0.0%₹32.10 Cr0.2%
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular Growth

Very High Risk

1.4%0.0%₹32.10 Cr0.0%
Invesco India Tax Plan Regular Growth

Very High Risk

1.9%0.0%₹2638.11 Cr7.6%
HSBC ELSS Fund Direct Growth

Very High Risk

1.1%0.0%₹3870.86 Cr9.7%
LIC MF ELSS Direct Growth

Very High Risk

1.0%0.0%₹1088.39 Cr13.7%
Kotak Taxsaver Fund Direct Growth

Very High Risk

0.7%0.0%₹5862.55 Cr3.9%
Invesco India Tax Plan Direct Growth

Very High Risk

0.8%0.0%₹2638.11 Cr8.8%
HSBC Tax Saver Equity Fund Regular Growth

Very High Risk

2.5%0.0%₹210.48 Cr11.6%
ICICI Prudential Long Term Equity Fund ( Tax Saving) Direct Growth

Very High Risk

1.1%0.0%₹13632.70 Cr9.4%
Sundaram Tax Savings Fund Direct Growth

Very High Risk

1.7%0.0%₹1288.19 Cr6.5%
Bandhan Tax Advantage (ELSS) Fund Direct Growth

Very High Risk

0.7%0.0%₹6596.51 Cr4.2%
Nippon India Tax Saver (ELSS) Fund Direct Growth

Very High Risk

1.1%0.0%₹14392.25 Cr7.3%
JM Tax Gain Fund Direct Growth

Very High Risk

1.0%0.0%₹183.63 Cr6.2%
Samco ELSS Tax Saver Fund Direct Growth

Very High Risk

1.0%0.0%₹106.83 Cr-8.4%
Samco ELSS Tax Saver Fund Regular Growth

Very High Risk

2.4%0.0%₹106.83 Cr-9.7%
Mahindra Manulife ELSS Fund Regular Growth

Very High Risk

2.2%0.0%₹895.31 Cr5.2%
Mahindra Manulife ELSS Fund Direct Growth

Very High Risk

0.6%0.0%₹895.31 Cr6.9%

About the AMC

Sundaram Mutual Fund

Sundaram Mutual Fund

Total AUM

₹62,799 Cr

Address

Sundaram Towers, Chennai, 600 014

Other Funds by Sundaram Mutual Fund

Fund nameExpense RatioExit LoadFund size
1Y
Sundaram Multi Asset Allocation Fund Direct Growth

High Risk

1.2%1.0%₹2484.29 Cr13.2%
Sundaram Emerging Small Cap - Series VI Direct Growth

Low Risk

0.8%0.0%₹45.47 Cr7.8%
Sundaram Long Term Tax Advantage Fund Series I Direct Growth

High Risk

1.4%0.0%₹19.18 Cr8.1%
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct Growth

Very High Risk

1.2%0.0%₹27.20 Cr1.5%
Sundaram FTP IQ Direct Growth

Moderate Risk

-0.0%--
Sundaram Long Term Tax Advantage Fund Series II Direct Growth

Very High Risk

1.2%0.0%₹12.29 Cr6.6%
Sundaram Emerging Small Cap - Series VII Direct Growth

Low Risk

1.0%0.0%₹159.75 Cr11.3%
Sundaram Long Term Micro CapTax Advantage Fund Sries III Direct Growth

Very High Risk

1.3%0.0%₹67.63 Cr-0.2%
Sundaram Emerging Small Cap - Series V Direct Growth

Low Risk

0.8%0.0%₹83.88 Cr7.5%
Sundaram Long Term Tax Advantage Fund Series III Direct Growth

Very High Risk

1.2%-₹30.07 Cr0.6%
Sundaram Long Term Tax Advantage Fund Series IV Direct Growth

Very High Risk

1.2%0.0%₹19.67 Cr1.1%
Sundaram Long Term Tax Advantage Fund - Series VI Direct Growth

Very High Risk

1.1%0.0%--
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Growth

Very High Risk

1.3%0.0%₹32.10 Cr0.2%
Sundaram Fixed Term Plan Series IM Direct Growth

Moderate Risk

-0.0%--
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct Growth

Very High Risk

1.2%0.0%₹32.63 Cr0.5%
Sundaram Multi Cap Fund Direct Growth

Very High Risk

1.0%1.0%₹2615.39 Cr8.0%
Sundaram Dividend Yield Fund Direct Growth

Very High Risk

1.2%1.0%₹862.57 Cr4.0%
Sundaram Aggressive Hybrid Fund Direct Growth

High Risk

0.8%1.0%₹5618.99 Cr9.6%
Sundaram Liquid Fund Direct Growth

Low to Moderate Risk

0.1%0.0%₹5477.41 Cr7.4%
Sundaram Low Duration Fund Direct Growth

Low to Moderate Risk

0.4%0.0%₹342.03 Cr8.5%
Sundaram Equity Savings Fund Direct Growth

Moderate Risk

0.8%0.0%₹976.11 Cr9.7%
Sundaram Focused Fund Direct Growth

Very High Risk

1.4%0.0%₹1043.92 Cr4.9%
Sundaram Nifty 100 Equal Weight Fund Direct Growth

Very High Risk

0.5%0.0%₹98.89 Cr3.4%
Sundaram Short Duration Fund Direct Growth

Moderate Risk

0.3%0.0%₹201.91 Cr9.9%
Sundaram Ultra Short Duration Fund Direct Growth

Moderate Risk

0.2%0.0%₹1723.33 Cr7.9%
Sundaram Tax Savings Fund Direct Growth

Very High Risk

1.7%0.0%₹1288.19 Cr6.5%
Sundaram Balanced Advantage Fund Direct Growth

Moderately High risk

0.7%1.0%₹1490.89 Cr9.1%
Sundaram Large Cap Fund Direct Growth

Very High Risk

0.7%1.0%₹3297.44 Cr5.8%
Sundaram Services Fund Direct Growth

Very High Risk

0.8%1.0%₹3745.64 Cr15.5%
Sundaram Flexi Cap Fund Direct Growth

Very High Risk

0.8%1.0%₹1956.65 Cr9.4%
Sundaram Money Market Fund Direct Growth

Moderate Risk

0.2%0.0%₹1291.61 Cr8.0%
Sundaram Medium Term Bond Fund Direct Growth

Moderate Risk

1.4%1.0%₹42.78 Cr9.1%
Sundaram Infrastructure Advantage Fund Direct Growth

Very High Risk

2.3%0.0%₹882.01 Cr0.8%
Sundaram Financial Services Opportunities Direct Growth

Very High Risk

0.8%0.0%₹1415.22 Cr13.0%
Sundaram Banking & PSU Debt Fund Direct Growth

Moderate Risk

0.3%0.0%₹352.67 Cr9.7%
Sundaram large and Mid Cap Fund Direct Growth

Very High Risk

0.9%1.0%₹6380.97 Cr7.9%
Sundaram Global Brand Fund Direct Growth

Very High Risk

1.2%1.0%₹110.90 Cr4.4%
Sundaram Corporate Bond Fund Direct Growth

Moderate Risk

0.3%0.0%₹698.93 Cr9.9%
Sundaram Debt Oriented Hybrid Fund Direct Growth

Moderately High risk

1.5%0.0%₹27.07 Cr9.8%
Sundaram Small Cap Fund Direct Growth

Very High Risk

0.9%1.0%₹2955.26 Cr2.3%
Sundaram Diversified Equity Direct Growth

Very High Risk

1.7%0.0%₹1427.77 Cr7.2%
Sundaram Consumption Fund Direct Growth

Very High Risk

1.3%0.0%₹1445.25 Cr12.6%
Sundaram Mid Cap Fund Direct Growth

Very High Risk

0.9%1.0%₹11332.71 Cr12.4%
Sundaram Overnight Fund Direct Growth

Low Risk

0.1%0.0%₹472.92 Cr6.6%
Sundaram Arbitrage Fund Direct Growth

Low Risk

0.3%0.0%₹289.87 Cr8.0%

Risk Level

Your principal amount will be at Very High Risk

Very High Risk

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The NAV of Sundaram Tax Savings Fund Regular Growth, as of 25-Apr-2025, is ₹482.70.
The fund has generated 5.89% over the last 1 year and 14.62% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.
The fund's allocation of assets is distributed as 93.83% in equities, 0.00% in bonds, and 6.17% in cash and cash equivalents.
The fund managers responsible for Sundaram Tax Savings Fund Regular Growth are:-
  1. Sudhir Kedia
  2. Rohit Seksaria

Fund Overview

Fund Size

Fund Size

₹1,288 Cr

Expense Ratio

Expense Ratio

2.25%

ISIN

ISIN

INF173K01361

Minimum SIP

Minimum SIP

₹500

Exit Load

Exit Load

No Charges

Inception Date

Inception Date

31 Mar 1996

Risk Level

Your principal amount will be at Very High Risk

Very High Risk

About this fund

Sundaram Tax Savings Fund Regular Growth is a ELSS (Tax Savings) mutual fund schemes offered by Sundaram Mutual Fund. This fund has been in existence for 29 years and 27 days, having been launched on 31-Mar-96.
As of 25-Apr-25, it has a Net Asset Value (NAV) of ₹482.70, Assets Under Management (AUM) of 1288.19 Crores, and an expense ratio of 2.25%.
  • Sundaram Tax Savings Fund Regular Growth has given a CAGR return of 15.90% since inception.
  • The fund's asset allocation comprises around 93.83% in equities, 0.00% in debts, and 6.17% in cash & cash equivalents.
  • You can start investing in Sundaram Tax Savings Fund Regular Growth with a SIP of ₹500 or a Lumpsum investment of ₹500.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

+5.89%

+5.08% (Cat Avg.)

3 Years

+14.62%

+15.97% (Cat Avg.)

5 Years

+24.29%

+24.31% (Cat Avg.)

10 Years

+13.47%

+13.34% (Cat Avg.)

Since Inception

+15.90%

(Cat Avg.)

Portfolio Summaryas of 31st March 2025

Equity1,208.76 Cr93.83%
Others79.43 Cr6.17%

Top Holdings

All Holdings

Equity

Debt & Others

NameType sortAmount sortHoldings sort
HDFC Bank LtdEquity117.74 Cr9.14%
ICICI Bank LtdEquity99.37 Cr7.71%
TrepsCash - Repurchase Agreement82.5 Cr6.40%
Reliance Industries LtdEquity55.34 Cr4.30%
Larsen & Toubro LtdEquity46.8 Cr3.63%
Infosys LtdEquity43.35 Cr3.37%
State Bank of IndiaEquity41.04 Cr3.19%
Axis Bank LtdEquity34.27 Cr2.66%
InterGlobe Aviation LtdEquity31.72 Cr2.46%
UltraTech Cement LtdEquity31.08 Cr2.41%
Bharti Airtel Ltd (Partly Paid Rs.1.25)Equity28.6 Cr2.22%
ITC LtdEquity23.72 Cr1.84%
Sun Pharmaceuticals Industries LtdEquity23.24 Cr1.80%
Maruti Suzuki India LtdEquity23.04 Cr1.79%
Kotak Mahindra Bank LtdEquity22.58 Cr1.75%
Tata Consultancy Services LtdEquity22.11 Cr1.72%
Force Motors LtdEquity21.71 Cr1.69%
Hindustan Unilever LtdEquity21.46 Cr1.67%
Cholamandalam Investment and Finance Co LtdEquity20.22 Cr1.57%
Aurobindo Pharma LtdEquity20.08 Cr1.56%
Bajaj Finance LtdEquity19.68 Cr1.53%
ICRA LtdEquity15.96 Cr1.24%
Info Edge (India) LtdEquity15.8 Cr1.23%
IndusInd Bank LtdEquity15.66 Cr1.22%
Bata India LtdEquity15.61 Cr1.21%
Bharti Airtel LtdEquity15.6 Cr1.21%
UPL LtdEquity15.33 Cr1.19%
Metropolis Healthcare LtdEquity15.33 Cr1.19%
Blue Star LtdEquity13.97 Cr1.08%
The Federal Bank LtdEquity13.92 Cr1.08%
Apollo Hospitals Enterprise LtdEquity13.89 Cr1.08%
Cipla LtdEquity13.41 Cr1.04%
GAIL (India) LtdEquity13.27 Cr1.03%
Tata Motors LtdEquity12.75 Cr0.99%
PI Industries LtdEquity12.68 Cr0.98%
Jubilant Foodworks LtdEquity12.49 Cr0.97%
United Spirits LtdEquity12.33 Cr0.96%
Tata Consumer Products LtdEquity12.08 Cr0.94%
Praj Industries LtdEquity11.71 Cr0.91%
NTPC LtdEquity11.69 Cr0.91%
Eternal LtdEquity11.07 Cr0.86%
Swiggy LtdEquity11.01 Cr0.85%
Tech Mahindra LtdEquity10.5 Cr0.81%
Pidilite Industries LtdEquity10.26 Cr0.80%
Delhivery LtdEquity10.15 Cr0.79%
Computer Age Management Services Ltd Ordinary SharesEquity10.05 Cr0.78%
PNB Housing Finance LtdEquity10.05 Cr0.78%
Mahindra & Mahindra LtdEquity9.86 Cr0.77%
GE Vernova T&D India LtdEquity9.35 Cr0.73%
Oil India LtdEquity8.7 Cr0.68%
Hindustan Aeronautics Ltd Ordinary SharesEquity8.69 Cr0.67%
Apollo Tyres LtdEquity8.22 Cr0.64%
Kajaria Ceramics LtdEquity7.39 Cr0.57%
Kirloskar Oil Engines LtdEquity7.2 Cr0.56%
Affle India LtdEquity6.76 Cr0.52%
Neuland Laboratories LimitedEquity6.73 Cr0.52%
Hindustan Petroleum Corp LtdEquity6.49 Cr0.50%
Max Financial Services LtdEquity6.31 Cr0.49%
Schaeffler India LtdEquity6.08 Cr0.47%
Hyundai Motor India LtdEquity5.79 Cr0.45%
ICICI Prudential Life Insurance Co LtdEquity5.59 Cr0.43%
Adani Ports & Special Economic Zone LtdEquity5.56 Cr0.43%
Dalmia Bharat LtdEquity3.84 Cr0.30%
United Breweries LtdEquity3.4 Cr0.26%
Cash And Other Net Current AssetsCash-3.07 Cr0.24%
Mankind Pharma LtdEquity2.96 Cr0.23%
ABB India LtdEquity2.77 Cr0.22%
Titan Co LtdEquity2.76 Cr0.21%
Chennai Super Kings Ltd.Equity0.58 Cr0.04%

Allocation By Market Cap (Equity)

Large Cap Stocks

69.57%

Mid Cap Stocks

12.82%

Small Cap Stocks

10.88%

Other Allocation

Equity Sector

Debt & Others

SectorAmount sortHoldings sort
Financial Services422.39 Cr32.79%
Industrials155.3 Cr12.06%
Consumer Cyclical140.41 Cr10.90%
Healthcare88.92 Cr6.90%
Technology86.01 Cr6.68%
Basic Materials73.19 Cr5.68%
Consumer Defensive72.99 Cr5.67%
Energy70.53 Cr5.47%
Communication Services66.75 Cr5.18%
Utilities24.96 Cr1.94%

Risk & Performance Ratios

Standard Deviation

This fund

13.14%

Cat. avg.

14.49%

Lower the better

Sharpe Ratio

This fund

0.51

Cat. avg.

0.57

Higher the better

Sortino Ratio

This fund

--

Cat. avg.

0.94

Higher the better

Fund Managers

Sudhir Kedia

Sudhir Kedia

Since October 2019

Rohit Seksaria

Rohit Seksaria

Since January 2022

Additional Scheme Detailsas of 31st March 2025

ISIN
INF173K01361
Expense Ratio
2.25%
Exit Load
No Charges
Fund Size
₹1,288 Cr
Age
29 years
Lumpsum Minimum
₹500
Fund Status
Open Ended Investment Company
Benchmark
Nifty 500 TR INR

Investment ObjectiveInvestment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

iconCapital Gains Taxation:

iconDividend Taxation:

info icon

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar ELSS (Tax Savings) Funds

Fund nameExpense RatioExit LoadFund size
1Y
Bajaj Finserv ELSS Tax Saver Fund Regular Growth

Low Risk

2.3%0.0%₹44.27 Cr-
Bajaj Finserv ELSS Tax Saver Fund Direct Growth

Low Risk

0.5%0.0%₹44.27 Cr-
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Direct Growth

Very High Risk

0.3%0.0%₹154.96 Cr6.7%
Sundaram Long Term Tax Advantage Fund Series I Regular Growth

High Risk

1.4%0.0%₹19.18 Cr8.0%
Bank of India Midcap Tax Fund Series 1 Direct Growth

Very High Risk

-0.0%₹56.79 Cr-3.4%
SBI Long Term Advantage Fund Series II Regular Growth

Very High Risk

-0.0%₹34.17 Cr6.4%
SBI Long Term Advantage Fund Series II Direct Growth

Very High Risk

-0.0%₹34.17 Cr6.8%
Bank of India Midcap Tax Fund Series 1 Regular Growth

Very High Risk

-0.0%₹56.79 Cr-3.7%
Sundaram Long Term Tax Advantage Fund Series I Direct Growth

High Risk

1.4%0.0%₹19.18 Cr8.1%
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular Growth

Very High Risk

1.4%0.0%₹27.20 Cr1.3%
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct Growth

Very High Risk

1.2%0.0%₹27.20 Cr1.5%
Sundaram Long Term Tax Advantage Fund Series II Direct Growth

Very High Risk

1.2%0.0%₹12.29 Cr6.6%
Sundaram Long Term Tax Advantage Fund Series II Regular Growth

Very High Risk

1.4%0.0%₹12.29 Cr6.4%
SBI Long Term Advantage Fund Series I Regular Growth

Low Risk

-0.0%₹49.50 Cr16.8%
SBI Long Term Advantage Fund Series I Direct Growth

Low Risk

-0.0%₹49.50 Cr17.1%
Sundaram Long Term Micro CapTax Advantage Fund Sries III Direct Growth

Very High Risk

1.3%0.0%₹67.63 Cr-0.2%
SBI Long Term Advantage Fund Series VI Regular Growth

Very High Risk

-0.0%₹247.45 Cr2.4%
SBI Long Term Advantage Fund Series VI Direct Growth

Very High Risk

-0.0%₹247.45 Cr2.8%
Sundaram Long Term Micro CapTax Advantage Fund Sries III Regular Growth

Very High Risk

1.4%0.0%₹67.63 Cr-0.4%
Sundaram Long Term Tax Advantage Fund Series III Direct Growth

Very High Risk

1.2%-₹30.07 Cr0.6%
SBI Tax Advantage Fund Series III Direct Growth

Very High Risk

-0.0%₹33.26 Cr32.0%
SBI Tax Advantage Fund Series III Regular Growth

Very High Risk

-0.0%₹33.26 Cr31.5%
Sundaram Long Term Tax Advantage Fund Series III Regular Growth

Very High Risk

1.4%-₹30.07 Cr0.4%
ICICI Prudential Long Term Wealth Enhancement Fund Regular Growth

Very High Risk

1.4%0.0%₹37.80 Cr8.2%
ICICI Prudential Long Term Wealth Enhancement Fund Direct Growth

Very High Risk

1.0%0.0%₹37.80 Cr8.6%
Sundaram Long Term Tax Advantage Fund Series IV Regular Growth

Very High Risk

1.4%0.0%₹19.67 Cr0.9%
Sundaram Long Term Tax Advantage Fund Series IV Direct Growth

Very High Risk

1.2%0.0%₹19.67 Cr1.1%
SBI Long Term Advantage Fund Series III Regular Growth

Very High Risk

-0.0%₹63.67 Cr6.2%
SBI Long Term Advantage Fund Series III Direct Growth

Very High Risk

-0.0%₹63.67 Cr6.7%
SBI Long Term Advantage Fund Series V Direct Growth

Very High Risk

-0.0%₹316.13 Cr28.7%
SBI Long Term Advantage Fund Series V Regular Growth

Very High Risk

-0.0%₹316.13 Cr28.2%
SBI Long Term Advantage Fund Series IV Regular Growth

Very High Risk

-0.0%₹192.52 Cr0.9%
SBI Long Term Advantage Fund Series IV Direct Growth

Very High Risk

-0.0%₹192.52 Cr1.3%
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Growth

Very High Risk

1.3%0.0%₹32.10 Cr0.2%
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular Growth

Very High Risk

1.4%0.0%₹32.10 Cr0.0%
Invesco India Tax Plan Regular Growth

Very High Risk

1.9%0.0%₹2638.11 Cr7.6%
HSBC ELSS Fund Direct Growth

Very High Risk

1.1%0.0%₹3870.86 Cr9.7%
LIC MF ELSS Direct Growth

Very High Risk

1.0%0.0%₹1088.39 Cr13.7%
Kotak Taxsaver Fund Direct Growth

Very High Risk

0.7%0.0%₹5862.55 Cr3.9%
Invesco India Tax Plan Direct Growth

Very High Risk

0.8%0.0%₹2638.11 Cr8.8%
HSBC Tax Saver Equity Fund Regular Growth

Very High Risk

2.5%0.0%₹210.48 Cr11.6%
ICICI Prudential Long Term Equity Fund ( Tax Saving) Direct Growth

Very High Risk

1.1%0.0%₹13632.70 Cr9.4%
Sundaram Tax Savings Fund Direct Growth

Very High Risk

1.7%0.0%₹1288.19 Cr6.5%
Bandhan Tax Advantage (ELSS) Fund Direct Growth

Very High Risk

0.7%0.0%₹6596.51 Cr4.2%
Nippon India Tax Saver (ELSS) Fund Direct Growth

Very High Risk

1.1%0.0%₹14392.25 Cr7.3%
JM Tax Gain Fund Direct Growth

Very High Risk

1.0%0.0%₹183.63 Cr6.2%
Samco ELSS Tax Saver Fund Direct Growth

Very High Risk

1.0%0.0%₹106.83 Cr-8.4%
Samco ELSS Tax Saver Fund Regular Growth

Very High Risk

2.4%0.0%₹106.83 Cr-9.7%
Mahindra Manulife ELSS Fund Regular Growth

Very High Risk

2.2%0.0%₹895.31 Cr5.2%
Mahindra Manulife ELSS Fund Direct Growth

Very High Risk

0.6%0.0%₹895.31 Cr6.9%

About the AMC

Sundaram Mutual Fund

Sundaram Mutual Fund

Total AUM

₹62,799 Cr

Address

Sundaram Towers, Chennai, 600 014

Other Funds by Sundaram Mutual Fund

Fund nameExpense RatioExit LoadFund size
1Y
Sundaram Multi Asset Allocation Fund Direct Growth

High Risk

1.2%1.0%₹2484.29 Cr13.2%
Sundaram Emerging Small Cap - Series VI Direct Growth

Low Risk

0.8%0.0%₹45.47 Cr7.8%
Sundaram Long Term Tax Advantage Fund Series I Direct Growth

High Risk

1.4%0.0%₹19.18 Cr8.1%
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct Growth

Very High Risk

1.2%0.0%₹27.20 Cr1.5%
Sundaram FTP IQ Direct Growth

Moderate Risk

-0.0%--
Sundaram Long Term Tax Advantage Fund Series II Direct Growth

Very High Risk

1.2%0.0%₹12.29 Cr6.6%
Sundaram Emerging Small Cap - Series VII Direct Growth

Low Risk

1.0%0.0%₹159.75 Cr11.3%
Sundaram Long Term Micro CapTax Advantage Fund Sries III Direct Growth

Very High Risk

1.3%0.0%₹67.63 Cr-0.2%
Sundaram Emerging Small Cap - Series V Direct Growth

Low Risk

0.8%0.0%₹83.88 Cr7.5%
Sundaram Long Term Tax Advantage Fund Series III Direct Growth

Very High Risk

1.2%-₹30.07 Cr0.6%
Sundaram Long Term Tax Advantage Fund Series IV Direct Growth

Very High Risk

1.2%0.0%₹19.67 Cr1.1%
Sundaram Long Term Tax Advantage Fund - Series VI Direct Growth

Very High Risk

1.1%0.0%--
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Growth

Very High Risk

1.3%0.0%₹32.10 Cr0.2%
Sundaram Fixed Term Plan Series IM Direct Growth

Moderate Risk

-0.0%--
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct Growth

Very High Risk

1.2%0.0%₹32.63 Cr0.5%
Sundaram Multi Cap Fund Direct Growth

Very High Risk

1.0%1.0%₹2615.39 Cr8.0%
Sundaram Dividend Yield Fund Direct Growth

Very High Risk

1.2%1.0%₹862.57 Cr4.0%
Sundaram Aggressive Hybrid Fund Direct Growth

High Risk

0.8%1.0%₹5618.99 Cr9.6%
Sundaram Liquid Fund Direct Growth

Low to Moderate Risk

0.1%0.0%₹5477.41 Cr7.4%
Sundaram Low Duration Fund Direct Growth

Low to Moderate Risk

0.4%0.0%₹342.03 Cr8.5%
Sundaram Equity Savings Fund Direct Growth

Moderate Risk

0.8%0.0%₹976.11 Cr9.7%
Sundaram Focused Fund Direct Growth

Very High Risk

1.4%0.0%₹1043.92 Cr4.9%
Sundaram Nifty 100 Equal Weight Fund Direct Growth

Very High Risk

0.5%0.0%₹98.89 Cr3.4%
Sundaram Short Duration Fund Direct Growth

Moderate Risk

0.3%0.0%₹201.91 Cr9.9%
Sundaram Ultra Short Duration Fund Direct Growth

Moderate Risk

0.2%0.0%₹1723.33 Cr7.9%
Sundaram Tax Savings Fund Direct Growth

Very High Risk

1.7%0.0%₹1288.19 Cr6.5%
Sundaram Balanced Advantage Fund Direct Growth

Moderately High risk

0.7%1.0%₹1490.89 Cr9.1%
Sundaram Large Cap Fund Direct Growth

Very High Risk

0.7%1.0%₹3297.44 Cr5.8%
Sundaram Services Fund Direct Growth

Very High Risk

0.8%1.0%₹3745.64 Cr15.5%
Sundaram Flexi Cap Fund Direct Growth

Very High Risk

0.8%1.0%₹1956.65 Cr9.4%
Sundaram Money Market Fund Direct Growth

Moderate Risk

0.2%0.0%₹1291.61 Cr8.0%
Sundaram Medium Term Bond Fund Direct Growth

Moderate Risk

1.4%1.0%₹42.78 Cr9.1%
Sundaram Infrastructure Advantage Fund Direct Growth

Very High Risk

2.3%0.0%₹882.01 Cr0.8%
Sundaram Financial Services Opportunities Direct Growth

Very High Risk

0.8%0.0%₹1415.22 Cr13.0%
Sundaram Banking & PSU Debt Fund Direct Growth

Moderate Risk

0.3%0.0%₹352.67 Cr9.7%
Sundaram large and Mid Cap Fund Direct Growth

Very High Risk

0.9%1.0%₹6380.97 Cr7.9%
Sundaram Global Brand Fund Direct Growth

Very High Risk

1.2%1.0%₹110.90 Cr4.4%
Sundaram Corporate Bond Fund Direct Growth

Moderate Risk

0.3%0.0%₹698.93 Cr9.9%
Sundaram Debt Oriented Hybrid Fund Direct Growth

Moderately High risk

1.5%0.0%₹27.07 Cr9.8%
Sundaram Small Cap Fund Direct Growth

Very High Risk

0.9%1.0%₹2955.26 Cr2.3%
Sundaram Diversified Equity Direct Growth

Very High Risk

1.7%0.0%₹1427.77 Cr7.2%
Sundaram Consumption Fund Direct Growth

Very High Risk

1.3%0.0%₹1445.25 Cr12.6%
Sundaram Mid Cap Fund Direct Growth

Very High Risk

0.9%1.0%₹11332.71 Cr12.4%
Sundaram Overnight Fund Direct Growth

Low Risk

0.1%0.0%₹472.92 Cr6.6%
Sundaram Arbitrage Fund Direct Growth

Low Risk

0.3%0.0%₹289.87 Cr8.0%

Still got questions?
We're here to help.

The NAV of Sundaram Tax Savings Fund Regular Growth, as of 25-Apr-2025, is ₹482.70.
The fund has generated 5.89% over the last 1 year and 14.62% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.
The fund's allocation of assets is distributed as 93.83% in equities, 0.00% in bonds, and 6.17% in cash and cash equivalents.
The fund managers responsible for Sundaram Tax Savings Fund Regular Growth are:-
  1. Sudhir Kedia
  2. Rohit Seksaria
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