Sundaram ELSS Tax Saver Fund Plan - Growth
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1–7 yearsInvestment Horizon
HNI,MATarget Segments
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation13.5%
Sharpe Ratio-0.01
Beta0.89
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
HDFC Bank LtdFinancial Services9.24%
ICICI Bank LtdFinancial Services7.64%
TrepsUtilities4.78%
Reliance Industries LtdEnergy & Infra4.67%
Axis Bank LtdFinancial Services3.78%
Sundaram Liquid Dir GrUtilities3.59%
Larsen & Toubro LtdCapital Goods3.32%
Infosys LtdTechnology3.17%
State Bank of IndiaFinancial Services3.13%
Kotak Mahindra Bank LtdFinancial Services2.95%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)2.16%
Regulatory & Tax Information
INF173K01361
ISINDailyDealing Frequency
BSE 200 India TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)