Sundaram ELSS Tax Saver Fund
Factual scheme page. Every figure below is as reported by the data source on the date shown, and is a record of the past — not a forecast and not a promise.
- Latest NAV: ₹478.7198 (as on 3 Nov 2026)
- Fund house: Sundaram Mutual Fund
- Category: Equity Scheme - ELSS
- Plan: Regular Plan
- Option: GROWTH
- AUM: ₹1,296 crore
- Expense ratio: 2.29%
- Benchmark: Nifty 500 TRI
- Riskometer: Very High Risk
- Inception: 1 Jan 1996
- 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
Returns as reported (CAGR)
- 1 year: -8.83%
- 3 years: 7.97%
- Since inception: 7.92%
Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. Aumsetu publishes scheme facts and does not rate, rank or recommend any scheme.
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