Sundaram ELSS Tax Saver HY IDCW-P
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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 Deviation22.1%
Sharpe Ratio-0.45
Beta1.14
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
ICICI Bank LtdFinancial Services6.44%
HDFC Bank LtdFinancial Services5.78%
Axis Bank LtdFinancial Services4.42%
Kirloskar Oil Engines LtdCapital Goods3.73%
Bharti Airtel LtdServices3.72%
State Bank of IndiaFinancial Services3.58%
Larsen & Toubro LtdCapital Goods3.47%
Reliance Industries LtdEnergy & Infra3.39%
Kotak Mahindra Bank LtdFinancial Services3.27%
Infosys LtdTechnology2.86%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)2.28%
Regulatory & Tax Information
INF173K01NM3
ISINDailyDealing Frequency
BSE 500 India TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)