Mutual Fund Research

Sundaram Tax Savings Fund-Reg(G)

As on Mar-27-2023 change fund
317.93  up-0.52 (-0.16%)

fund objective

The fund seeks to build a high quality growth oriented portfolio to provide long term capital appreciation through investment primarily in equities.


Investors understand that their principal will be at very high risk

5-Years History
financial year2018-20192019-20202020-20212021-20222022-2023
NAV in Rs (as on 24-Mar-2023)316.20230.02394.76492.14480.39
Net Assets(Rs Crores) (as on 24-Mar-2023) 407.95 301.52 503.43 933.44 930.82
Scheme Returns(%)(Absolute)0.84-27.5977.6023.19-3.48
B'mark Returns(%)(Absolute)NANANANANA
Category Rank43/7546/7040/6722/6638/61
Quarterly performance - Last 5 years (Absolute Ret. in %)
financial year Q1 Q2 Q3 Q4
Top 10 holdings
company (%)
ICICI Bank Ltd.7.37 
Reliance Industries Ltd.6.44 
HDFC Bank Ltd.5.76 
Infosys Ltd.5.08 
Housing Development Finance Co...4.40 
State Bank Of India3.84 
Axis Bank Ltd.3.23 
Ashok Leyland Ltd.2.85 
Tata Consultancy Services Ltd.2.78 
Polycab India Ltd.2.55 


Equity Linked Savings Scheme

Launch Date


Scheme Benchmark


AUM ( in Cr.)


portfolio price to book value


investing style?

Large Growth

fund manager?

Sudhir Kedia,Rohit Seksaria

inception date (regular plan)


expense ratio (regular plan) %


Top 10 sectors
sectors (%)
Bank - Private18.52
IT - Software10.95
Bank - Public6.57
Finance - Housing5.33
Household & Personal Products3.43
Pharmaceuticals & Drugs3.31
Consumer Food3.23

Growth Chart of the Scheme vis a vis benchmark (SIP value 10,000)

to go
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • maximum
performance comparision with similar schemes and benchmark
scheme name investment style inception date AUM in Cr. 1Y(%) 3Y(%) 5Y(%) 10Y(%) since inception
Sundaram Tax Savings Fund-Reg(G)Large-Growth 31-Mar-1996930.82-0.2727.779.0015.2715.41
Quant Tax Plan(G)Large-Growth 31-Mar-20002,779.06-1.0748.5619.8521.1814.38
Bandhan Tax Advt(ELSS) Fund-Reg(G)Large-Growth 26-Dec-20084,024.370.3440.5211.7816.6317.27
Parag Parikh Tax Saver Fund-Reg(G)Large-Growth 24-Jul-20191,147.115.5332.46NANA19.76
PGIM India ELSS Tax Saver Fund-Reg(G)Large-Growth 11-Dec-2015451.020.1730.7711.72NA12.47
HDFC TaxSaver(G)Large-Growth 31-Mar-19969,723.218.8830.719.1713.3722.78
SBI Long Term Equity Fund-Reg(G)Large-Growth 31-Mar-199312,158.356.7330.4310.6013.9615.27
Franklin India Taxshield(G)Large-Growth 10-Apr-19994,584.102.8329.779.9614.1620.39
Mirae Asset Tax Saver Fund-Reg(G)Large-Growth 28-Dec-201514,043.25-1.3629.2013.43NA16.12
DSP Tax Saver Fund-Reg(G)Large-Growth 18-Jan-200710,129.21-0.0728.8011.8516.3513.58
Bank of India Tax Advantage-Eco(G)Large-Growth 25-Feb-2009676.90-0.9728.6312.1516.6217.89
Kotak Tax Saver Fund(G)Large-Growth 23-Nov-20053,167.042.3628.4912.5514.9212.11
Nippon India Tax Saver (ELSS) Fund(G)Large-Growth 21-Sep-200511,210.870.0628.105.1013.5312.23
Union Long Term Equity Fund(G)Large-Growth 23-Dec-2011573.72NA27.9711.8112.2913.17
Edelweiss Long Term Equity Fund (Tax Savings)-Reg(G)Large-Growth 30-Dec-2008209.34-1.7427.918.5312.8914.44
Mahindra Manulife ELSS Fund-Reg(G)Large-Growth 18-Oct-2016525.18-0.2527.819.74NA9.79
ICICI Pru LT Equity Fund (Tax Saving)(G)Large-Growth 19-Aug-19999,819.28-2.4427.7410.1414.6718.64
Canara Rob Equity Tax Saver Fund-Reg(G)Large-Growth 02-Feb-20094,685.85-0.3826.9113.8214.8318.15
Sundaram Diversified Equity(G)Large-Growth 02-May-20051,623.431.0026.667.7212.5814.31
JM Tax Gain Fund(G)Large-Growth 31-Mar-200870.76-0.8526.5911.4515.916.95
Quantum Tax Saving Fund-Reg(G)Large-Growth 23-Dec-2008115.241.7626.568.1511.9514.95
Tata India Tax Savings Fund-Reg(G)Large-Growth 13-Oct-20143,078.13-0.4325.5110.20NA12.73
HSBC ELSS Fund-Reg(G)Large-Growth 27-Feb-20063,007.29-3.2924.716.8213.2312.58
UTI LT Equity Fund (Tax Saving)-Reg(G)Large-Growth 01-Aug-20052,797.03-4.7124.579.5312.6910.86
Taurus Tax Shield Fund-Reg(G)Large-Growth 31-Mar-199659.825.4624.189.1712.8211.21
Motilal Oswal Long Term Equity Fund-Reg(G)Large-Growth 21-Jan-20152,187.746.2524.147.94NA12.43
ITI Long Term Equity Fund-Reg(G)Large-Growth 18-Oct-2019156.233.7722.43NANA9.14
Navi ELSS Tax Saver Fund-Reg(G)Large-Growth 30-Dec-201556.91-1.8922.207.94NA9.53
Invesco India Tax Plan(G)Large-Growth 29-Dec-20061,833.12-7.0421.259.0814.6813.03
LIC MF Tax Plan-Reg(G)Large-Growth 31-Mar-1998401.87-3.2620.188.3912.779.22
Indiabulls Tax Savings Fund-Reg(G)Large-Growth 28-Dec-201736.36-0.7020.055.60NA4.74
IDBI Equity Advantage Fund-Reg(G)Large-Growth 10-Sep-2013455.76-0.6719.227.49NA14.74
Baroda BNP Paribas ELSS Fund-Reg(G)Large-Growth 05-Jan-2006651.98-4.3819.158.8413.4110.41
Aditya Birla SL Tax Relief '96(G)Large-Growth 10-Mar-200812,755.21-4.1119.144.7413.269.32
Shriram Long Term Equity Fund-Reg(G)Large-Growth 25-Jan-201936.69-1.9018.17NANA9.46
Axis Long Term Equity Fund-Reg(G)Large-Growth 29-Dec-200928,754.21-11.9014.878.0615.5014.40
IIFL ELSS Nifty 50 Tax Saver Index Fund-Reg(G)Large-Growth 28-Dec-202226.77NANANANA-6.71
Samco ELSS Tax Saver Fund-Reg(G)Large-Growth 22-Dec-202237.42NANANANA-2.50
WOC Tax Saver Fund-Reg(G)Large-Growth 14-Oct-202239.24NANANANA-5.94
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