Primarily market-linked growth exposure
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.
Investors with a long horizon who can tolerate meaningful falls in value.
Share-price volatility, valuation risk, concentration and tracking risk where applicable.
How the money may be invested
Equity and Equity Linked Instruments: 80-100%; Debt securities (*including securitised debt) and Money market instruments: 0-20%;
- SEBI category
- ELSS
- Fund type
- An open ended equity linked saving scheme with a statutory lock in of 3 years and tax benefit
- Primary benchmark
- Nifty 500 TRI
- Secondary benchmark
- Nifty 500 TRI
Use the latest monthly portfolio
Top holdings are the largest securities currently owned by the scheme. Names and weights can change every month, so a copied list can become misleading. Open the AMC's current official portfolio or factsheet below and look for this exact fund name.
Manager and scheme tenure
- Fund manager(s)
- Mr. Bharath S; FM2 - Mr. Rohit Seksaria · Mr. Shalav Saket (Overseas Securities)
- Manager tenure on this scheme
- Since 1st October 2019
- Role / co-management
- Comanage
The tenure above is experience managing this scheme, not the manager's total career experience. For education, qualifications and prior roles, open the latest official AMC factsheet or manager profile below.
Latest NAV records
NAV is a per-unit accounting value. Compare returns, portfolio, risk and cost — never choose a fund only because its NAV looks low.
| Plan / option reported by AMFI | NAV | Date |
|---|---|---|
| Sundaram ELSS Tax Saver Fund - Direct Plan - GROWTH | ₹532.3891 | 04 Sep 2026 |
| Sundaram ELSS Tax Saver Fund - Direct Plan - IDCW (Income Distribution CUM Capital Withdrawal) | ₹509.8327 | 04 Sep 2026 |
| Sundaram ELSS Tax Saver Fund - Regular Plan - GROWTH | ₹494.8959 | 04 Sep 2026 |
| Sundaram ELSS Tax Saver Fund - Regular Plan - IDCW (Income Distribution CUM Capital Withdrawal) | ₹380.4323 | 04 Sep 2026 |
What you pay and how money moves
- Stated expense ratio
- Regular 2.29%, Direct 1.77%
- Exit load
- No exit load shall be levied for switch-out from Direct Plan to Regular Plan or from Regular Plan to Direct Plan. However, any subsequent switch-out or redemption of such investment from Regular Plan/ Direct Plan shall be subject to exit load based on the original date of investment in the Direct Plan/ Regular Plan. No exit load shall be levied for switching between Options under the same Plan within the Scheme. Switch of investments between Plans under a Scheme having separate portfolios, will be subject to applicable exit load. No exit load shall be charged for switches between the option under the same Plan
- Minimum application
- New Investor – Rs.500/- · multiples of Any amount thereafter under each Plan/option.
- SIP frequency
- SIP: Weekly, Monthly and Quarterly; STP: Daily, Weekly, Monthly, Quarterly; SWP: Monthly; Quarterly, Half-Yearly and Annually
- Minimum SIP amount
- SIP: Weekly, Monthly, Quarterly: Rs. 500; STP: Daily, Weekly, Monthly, Quarterly: Rs. 500; SWP: Weekly, Monthly, Quarterly: Rs. 500.
- Minimum instalments
- Minimum Six installments
How a mutual-fund investment is paid
- Complete KYCIdentity, PAN, bank and contact verification are required.
- Choose route and optionUnderstand direct vs regular and growth vs IDCW before selecting.
- Choose SIP or lump sumSIP uses an automated mandate; lump sum is a one-time payment.
- Receive units at applicable NAVCut-off time, cleared funds and scheme rules determine the applicable NAV.
- Review, do not chaseTrack goal fit, risk, manager/mandate changes, costs and portfolio — not daily noise.
Download and verify at source
The packaged Scheme Summary PDF is the official AMFI file, unchanged. Live AMC links are included for time-sensitive factsheets, top holdings and portfolios.
Source verification date: 06 September 2026. If a live document differs from this page, rely on the newer official document.