Sundaram Elss Tax Saver Fund

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : -0.01%
Fund NAV

Fund Overview of Sundaram Elss Tax Saver Fund

  • ₹1,377.0 Cr
    AUM
  • ₹483.44
    NAV
  • 2.21%
    Expense Ratio
  • Equity
    Fund Category
As on Wed Mar 11, 2026
Become Crorepati Become Crorepati

Returns of Sundaram Elss Tax Saver Fund

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months -0.01% NA 2.82%
6 Months 13.61% NA 12.04%
1 Year 1.53% 1.53% -0.22%
2 Years 32.70% 15.19% 19.10%
3 Years 53.24% 15.29% 18.55%
5 Years 148.74% 19.99% 21.70%
7 Years 165.32% 14.96% NA
10 Years 239.61% 13.00% 14.44%
View More
As on Wed Mar 11, 2026

Asset Allocation

equities

97.60%

other assets or cash equivalents

2.40%
Large Cap: 72.21%
Mid Cap: 9.13%
Small Cap: 18.66%
Other: 0.00%
Top Holdings
Hdfc Bank Ltd
9.44%
Hdfc Bank Ltd
8.84%
Hdfc Bank Ltd
8.76%
Hdfc Bank Ltd
9.03%
Hdfc Bank Ltd
9.03%
 
Top Sectors
Financial
272.55%
Industrials
127.98%
Technology
123.83%
Energy & Utilities
78.68%
Consumer Staples
71.21%
Detailed Portfolio Analysis
As on Wed Mar 11, 2026
Invest Now

About Fund

About Sundaram Elss Tax Saver Fund

Sundaram Elss Tax Saver Fund is one Equity mutual fund offered by Sundaram Mutual Fund. Launched on 31 Mar 1996, the fund aims Long term capital growth with a three year lock-in. Investment in equity & equity related securities including equity derivatives of companies across market capitalization. It manages assets worth ₹1,377.0 crore as on Thu Jul 31, 2025. The expense ratio stands at 2.21%.
The portfolio allocation consists of 97.60% in equities, 2.40% in other assets or cash equivalents.Managed by Rohit Seksaria, it has delivered a return of 1.53% in the last year, a total return since inception of 17.84%.
While exploring financial products individuals generally compare best sip in india depending on returns.

Read more
  • Bharath S.

    Fund Manager

  • Mr. Bharath is a B Com (H), MBA and ICWA.

    Manager Education

  • Rohit Seksaria

    Fund Manager

  • Mr. Seksaria is CS, CA & has done MBA from IIM Ahmedabad

    Manager Education

Key Metrics of Sundaram Elss Tax Saver Fund

  • Standard Deviation
    11.63%
  • Sharpe Ratio
    0.66%
  • Alpha
    0.84%
  • Beta
    0.84%

Fund Details

Fund Names Sundaram Elss Tax Saver Fund
Inception Date 31 Mar 1996
Lock In 1095
SIP Minimum Investment amount ₹500
SWP Minimum Investment amount ₹500
STP Minimum Investment amount ₹500
 
Risk Principal at very high risk
More Details

Start An Sip Today Watch Your Money Grow Start An Sip Today Watch Your Money Grow

Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
Quant Elss Tax Saver Fund Direct-growth trend ₹11,649 -5.63% -5.63% 12.22% 16.57% 19.35%
Quant Elss Tax Saver Fund-growth trend ₹11,649 -5.70% -5.85% 11.04% 15.32% 17.71%
ICICI Prudential Elss Tax Saver Direct Plan - Growth trend ₹14,403 -6.86% -6.06% 9.86% 16.20% 13.20%
Canara Robeco Elss Tax Saver Direct- Growth trend ₹8,870 -6.82% -5.37% 10.61% 15.31% 12.91%
ICICI Prudential Elss Tax Saver Fund - Growth trend ₹14,403 -6.91% -6.20% 9.17% 15.49% 12.47%
Taurus Elss Tax Saver Direct-growth trend ₹78 -5.73% -7.02% 1.75% 13.42% 12.26%
Canara Robeco Elss Tax Saver Regular - Growth trend ₹8,870 -6.90% -5.64% 9.36% 13.99% 11.55%
Taurus Elss Tax Saver Regular-growth trend ₹78 -5.78% -7.18% 1.12% 12.70% 11.52%
Aditya Birla Sun Life Elss Tax Saver Direct-growth trend ₹15,457 -8.12% -6.90% 11.29% 15.05% 8.45%
Aditya Birla Sun Life Elss Tax Saver Regular-growth trend ₹15,457 -8.14% -7.04% 10.54% 14.21% 7.62%
View More
increase growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns

More funds from Sundaram Mutual Fund

Fund Names AUM (Cr) 1M 3M 6M 1Yr 3Yr
Sundaram Elss Tax Saver Fund Direct increase ₹1,377 -8.38% -7.36% -5.42% 8.48% 14.36%
Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii Direct-growth increase ₹77 -9.26% -7.35% -9.21% 11.70% 16.22%
Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii Regular-growth increase ₹77 -9.28% -7.41% -9.30% 11.47% 16.00%
Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv Direct - Growth increase ₹36 -9.32% -7.43% -9.00% 11.93% 16.47%
Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv Regular - Growth increase ₹36 -9.33% -7.45% -9.05% 11.81% 16.34%
Sundaram Long Term Tax Advantage Fund Series Iii Regular - Growth increase ₹34 -8.79% -6.05% -7.43% 13.75% 17.55%
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct - Growth increase ₹31 -9.05% -7.02% -8.92% 12.08% 16.87%
Sundaram Long Term Tax Advantage Fund Series Ii Direct-growth increase ₹13 -8.12% -5.71% -0.35% 10.84% 13.75%
Sundaram Long Term Tax Advantage Fund Series Ii Regular-growth increase ₹13 -8.13% -5.76% -0.46% 10.60% 13.49%
View More
increase growth is based on 1-month returns of the funds

Mutual Fund Calculator

I want to invest Pro Tip
Financial experts suggest that a person should invest 10-15% of their monthly income for long-term financial growth
/Month
I want to invest for Pro Tip
Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively
Years
  • 1
  • 2
  • 3
  • 4
  • 6
  • 7
  • 8
  • 9
  • 11
  • 12
  • 13
  • 14
  • 16
  • 17
  • 18
  • 19
  • 21
  • 22
  • 23
  • 24
  • 26
  • 27
  • 28
  • 29
  • 31
  • 32
  • 33
  • 34
  • 36
  • 37
  • 38
  • 39
  • 40
Expected return Pro Tip
Top 25% of investors consistently generate more than 12% return
% Annually
  • 1
  • 2
  • 3
  • 4
  • 6
  • 7
  • 8
  • 9
  • 11
  • 12
  • 13
  • 14
  • 16
  • 17
  • 18
  • 19
  • 21
  • 22
  • 23
  • 24
  • 26
  • 27
  • 28
  • 30
Total Investment
Wealth Gained
Total Wealth
Start Investing
I want to save
I want to invest for Pro Tip
Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively
Years
  • 1
  • 2
  • 3
  • 4
  • 6
  • 7
  • 8
  • 9
  • 11
  • 12
  • 13
  • 14
  • 16
  • 17
  • 18
  • 19
  • 21
  • 22
  • 23
  • 24
  • 26
  • 27
  • 28
  • 29
  • 31
  • 32
  • 33
  • 34
  • 36
  • 37
  • 38
  • 39
  • 40
Expected return Pro Tip
Top 25% of investors consistently generate more than 12% return
% Annually
  • 1
  • 2
  • 3
  • 4
  • 6
  • 7
  • 8
  • 9
  • 11
  • 12
  • 13
  • 14
  • 16
  • 17
  • 18
  • 19
  • 21
  • 22
  • 23
  • 24
  • 26
  • 27
  • 28
  • 30
Total Investment
Wealth Gained
Monthly Investment
Invest Now
You can also get Tax Free Maturity/ Returns? You can also get Tax Free Maturity/ Returns?

Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
Aditya Birla Sun Life Elss Tax Saver Regular-growth trend ₹15,457 ₹57.84 14.21% 7.62% 11.15%
Aditya Birla Sun Life Elss Tax Saver Direct-growth trend ₹15,457 ₹64.85 15.05% 8.45% 12.13%
ICICI Prudential Elss Tax Saver Direct Plan - Growth trend ₹14,403 ₹999.62 16.20% 13.20% 14.62%
ICICI Prudential Elss Tax Saver Fund - Growth trend ₹14,403 ₹896.91 15.49% 12.47% 13.69%
Quant Elss Tax Saver Fund Direct-growth trend ₹11,649 ₹397.59 16.57% 19.35% 21.41%
Quant Elss Tax Saver Fund-growth trend ₹11,649 ₹353.05 15.32% 17.71% 20.08%
Canara Robeco Elss Tax Saver Regular - Growth trend ₹8,870 ₹168.22 13.99% 11.55% 15.14%
Canara Robeco Elss Tax Saver Direct- Growth trend ₹8,870 ₹189.37 15.31% 12.91% 16.34%
Taurus Elss Tax Saver Direct-growth trend ₹78 ₹186.57 13.42% 12.26% 14.35%
Taurus Elss Tax Saver Regular-growth trend ₹78 ₹170.44 12.70% 11.52% 13.57%
View More
Top funds are based on Fund AUM

Start Small & Build Your Wealth For A Brighter Tomorrow Start Small & Build Your Wealth For A Brighter Tomorrow

Detailed Portfolio

Stocks Sector % of Holding Value
Hdfc Bank LtdFinancial9.44%₹129.97 Cr
Hdfc Bank LtdFinancial8.84%₹124.74 Cr
Hdfc Bank LtdFinancial8.76%₹122.71 Cr
Hdfc Bank LtdFinancial9.03%₹122.49 Cr
Hdfc Bank LtdFinancial9.03%₹122.49 Cr
Hdfc Bank LtdFinancial8.74%₹122.23 Cr
Hdfc Bank LtdFinancial8.74%₹122.23 Cr
Icici Bank LtdFinancial7.93%₹109.18 Cr
Hdfc Bank LtdFinancial7.80%₹105.10 Cr
Hdfc Bank LtdFinancial7.44%₹100.40 Cr
Icici Bank LtdFinancial7.33%₹99.35 Cr
Icici Bank LtdFinancial7.33%₹99.35 Cr
Icici Bank LtdFinancial7.09%₹99.15 Cr
Icici Bank LtdFinancial7.09%₹99.15 Cr
Icici Bank LtdFinancial6.53%₹92.08 Cr
RepoUnspecified6.10%₹83.97 Cr
Icici Bank LtdFinancial5.92%₹82.99 Cr
Icici Bank LtdFinancial6.04%₹81.42 Cr
Icici Bank LtdFinancial5.94%₹80.01 Cr
RepoUnspecified5.42%₹75.73 Cr
RepoUnspecified5.42%₹75.73 Cr
Reliance Industries LtdEnergy & Utilities5.02%₹70.35 Cr
Reliance Industries LtdEnergy & Utilities4.98%₹70.22 Cr
Reliance Industries LtdEnergy & Utilities4.76%₹66.59 Cr
Reliance Industries LtdEnergy & Utilities4.76%₹66.59 Cr
Bharti Airtel LtdTechnology4.39%₹61.48 Cr
Bharti Airtel LtdTechnology4.35%₹61.37 Cr
Reliance Industries LtdEnergy & Utilities4.51%₹61.11 Cr
Reliance Industries LtdEnergy & Utilities4.51%₹61.11 Cr
Axis Bank LtdFinancial4.48%₹60.48 Cr
Reliance Industries LtdEnergy & Utilities4.38%₹60.33 Cr
Bharti Airtel LtdTechnology4.29%₹59.99 Cr
Bharti Airtel LtdTechnology4.29%₹59.99 Cr
Axis Bank LtdFinancial4.44%₹59.89 Cr
RepoUnspecified4.40%₹59.30 Cr
Reliance Industries LtdEnergy & Utilities4.32%₹58.19 Cr
Reliance Industries LtdEnergy & Utilities4.31%₹58.13 Cr
Bharti Airtel LtdTechnology4.26%₹57.49 Cr
State Bank Of IndiaFinancial4.25%₹57.30 Cr
Infosys LtdTechnology4.25%₹57.24 Cr
Infosys LtdTechnology4.02%₹56.35 Cr
Axis Bank LtdFinancial3.96%₹55.92 Cr
Infosys LtdTechnology3.95%₹55.70 Cr
Axis Bank LtdFinancial3.96%₹55.47 Cr
State Bank Of IndiaFinancial4.09%₹55.16 Cr
Bharti Airtel LtdTechnology4.07%₹54.88 Cr
Bharti Airtel LtdTechnology4.04%₹54.85 Cr
Bharti Airtel LtdTechnology4.04%₹54.85 Cr
Axis Bank LtdFinancial3.85%₹53.87 Cr
Axis Bank LtdFinancial3.85%₹53.87 Cr
State Bank Of IndiaFinancial3.73%₹52.25 Cr
State Bank Of IndiaFinancial3.69%₹52.08 Cr
Larsen & Toubro LtdIndustrials3.67%₹51.45 Cr
Larsen & Toubro LtdIndustrials3.64%₹51.28 Cr
Larsen & Toubro LtdIndustrials3.63%₹50.79 Cr
Larsen & Toubro LtdIndustrials3.63%₹50.79 Cr
State Bank Of IndiaFinancial3.57%₹49.85 Cr
State Bank Of IndiaFinancial3.57%₹49.85 Cr
Axis Bank LtdFinancial3.65%₹49.45 Cr
Axis Bank LtdFinancial3.65%₹49.45 Cr
Larsen & Toubro LtdIndustrials3.65%₹49.20 Cr
Axis Bank LtdFinancial3.41%₹47.01 Cr
State Bank Of IndiaFinancial3.42%₹46.41 Cr
State Bank Of IndiaFinancial3.42%₹46.41 Cr
Larsen & Toubro LtdIndustrials3.40%₹46.10 Cr
Larsen & Toubro LtdIndustrials3.40%₹46.10 Cr
Larsen & Toubro LtdIndustrials3.33%₹45.82 Cr
Infosys LtdTechnology3.28%₹45.80 Cr
Infosys LtdTechnology3.28%₹45.80 Cr
Infosys LtdTechnology3.36%₹45.35 Cr
Larsen & Toubro LtdIndustrials3.35%₹45.22 Cr
Infosys LtdTechnology3.29%₹44.55 Cr
Infosys LtdTechnology3.29%₹44.55 Cr
Bharti Airtel LtdTechnology3.20%₹44.03 Cr
State Bank Of IndiaFinancial3.08%₹42.38 Cr
Kotak Mahindra Bank LtdFinancial2.98%₹41.82 Cr
Infosys LtdTechnology3.02%₹41.65 Cr
Kotak Mahindra Bank LtdFinancial2.86%₹40.36 Cr
Itc LtdConsumer Staples2.86%₹39.98 Cr
Itc LtdConsumer Staples2.86%₹39.98 Cr
Kotak Mahindra Bank LtdFinancial2.86%₹39.94 Cr
Kotak Mahindra Bank LtdFinancial2.86%₹39.94 Cr
Kotak Mahindra Bank LtdFinancial2.92%₹39.44 Cr
Itc LtdConsumer Staples2.85%₹39.18 Cr
Kotak Mahindra Bank LtdFinancial2.88%₹38.76 Cr
Itc LtdConsumer Staples2.73%₹38.44 Cr
Itc LtdConsumer Staples2.82%₹38.19 Cr
Itc LtdConsumer Staples2.82%₹38.19 Cr
RepoUnspecified2.72%₹38.07 Cr
Kotak Mahindra Bank LtdFinancial2.79%₹37.86 Cr
Kotak Mahindra Bank LtdFinancial2.79%₹37.86 Cr
Kotak Mahindra Bank LtdFinancial2.73%₹37.59 Cr
Principal Low Duration Fund Direct-growthUnspecified2.54%₹35.01 Cr
Itc LtdConsumer Staples2.49%₹34.90 Cr
Ultratech Cement LtdMaterials2.54%₹34.27 Cr
Ultratech Cement LtdMaterials2.54%₹34.23 Cr
Force Motors LtdIndustrials2.53%₹34.08 Cr
RepoUnspecified2.51%₹33.91 Cr
Mahindra & Mahindra LtdConsumer Discretionary2.38%₹33.60 Cr
Mahindra & Mahindra LtdConsumer Discretionary2.37%₹33.17 Cr
Ultratech Cement LtdMaterials2.40%₹33.07 Cr
Ultratech Cement LtdMaterials2.43%₹33.00 Cr
Ultratech Cement LtdMaterials2.43%₹33.00 Cr
RepoUnspecified2.30%₹32.46 Cr
Ultratech Cement LtdMaterials2.31%₹32.26 Cr
Ultratech Cement LtdMaterials2.31%₹32.26 Cr
Ultratech Cement LtdMaterials2.27%₹31.82 Cr
Ultratech Cement LtdMaterials2.22%₹31.32 Cr
Mahindra & Mahindra LtdConsumer Discretionary2.23%₹31.18 Cr
Mahindra & Mahindra LtdConsumer Discretionary2.23%₹31.18 Cr
Mahindra & Mahindra LtdConsumer Discretionary2.28%₹30.69 Cr
Mahindra & Mahindra LtdConsumer Discretionary2.26%₹30.64 Cr
Mahindra & Mahindra LtdConsumer Discretionary2.26%₹30.64 Cr
Mahindra & Mahindra LtdConsumer Discretionary2.25%₹30.38 Cr
RepoUnspecified2.22%₹30.14 Cr
RepoUnspecified2.22%₹30.14 Cr
Force Motors LtdIndustrials2.05%₹28.79 Cr
Hindustan Unilever LtdConsumer Staples2.07%₹28.49 Cr
Union Bank Of IndiaFinancial2.09%₹28.21 Cr
Oil & Natural Gas Corporation LtdEnergy & Utilities2.07%₹27.97 Cr
Itc LtdConsumer Staples2.07%₹27.90 Cr
Kirloskar Oil Engines LtdIndustrials2.03%₹27.33 Cr
Itc LtdConsumer Staples2.01%₹27.16 Cr
Force Motors LtdIndustrials1.99%₹26.87 Cr
Cipla LtdHealthcare1.83%₹25.88 Cr
Cipla LtdHealthcare1.82%₹25.54 Cr
Cipla LtdHealthcare1.87%₹25.41 Cr
Cipla LtdHealthcare1.87%₹25.41 Cr
Cipla LtdHealthcare1.81%₹25.37 Cr
Cipla LtdHealthcare1.81%₹25.37 Cr
Maruti Suzuki India LtdConsumer Discretionary1.83%₹25.22 Cr
Union Bank Of IndiaFinancial1.87%₹25.21 Cr
Principal Cash Management Direct-growthUnspecified1.85%₹25.02 Cr
Principal Cash Management Direct-growthUnspecified1.85%₹25.02 Cr
Force Motors LtdIndustrials1.77%₹24.95 Cr
Force Motors LtdIndustrials1.77%₹24.72 Cr
Force Motors LtdIndustrials1.77%₹24.72 Cr
Sun Pharmaceutical Industries LtdHealthcare1.74%₹24.54 Cr
Ntpc LtdEnergy & Utilities1.78%₹23.98 Cr
Kirloskar Oil Engines LtdIndustrials1.71%₹23.91 Cr
Force Motors LtdIndustrials1.72%₹23.72 Cr
Force Motors LtdIndustrials1.73%₹23.51 Cr
Force Motors LtdIndustrials1.73%₹23.51 Cr
Indusind Bank LtdFinancial1.71%₹23.06 Cr
Sun Pharmaceutical Industries LtdHealthcare1.64%₹23.04 Cr
Kirloskar Oil Engines LtdIndustrials1.71%₹23.03 Cr
Sun Pharmaceutical Industries LtdHealthcare1.66%₹22.87 Cr
Cipla LtdHealthcare1.69%₹22.78 Cr
Sun Pharmaceutical Industries LtdHealthcare1.62%₹22.66 Cr
Sun Pharmaceutical Industries LtdHealthcare1.62%₹22.66 Cr
Cholamandalam Investment & Finance Company LtdFinancial1.61%₹22.57 Cr
Cholamandalam Investment & Finance Company LtdFinancial1.61%₹22.57 Cr
Hcl Technologies LtdTechnology1.66%₹22.38 Cr
Cipla LtdHealthcare1.66%₹22.38 Cr
Ntpc LtdEnergy & Utilities1.66%₹22.36 Cr
Kirloskar Oil Engines LtdIndustrials1.56%₹22.06 Cr
Indusind Bank LtdFinancial1.60%₹21.60 Cr
Tata Consultancy Services LtdTechnology1.53%₹21.48 Cr
Union Bank Of IndiaFinancial1.53%₹21.44 Cr
Hcl Technologies LtdTechnology1.52%₹21.44 Cr
Hcl Technologies LtdTechnology1.53%₹21.43 Cr
Cholamandalam Investment & Finance Company LtdFinancial1.58%₹21.42 Cr
Cholamandalam Investment & Finance Company LtdFinancial1.58%₹21.42 Cr
Ntpc LtdEnergy & Utilities1.58%₹21.38 Cr
Ntpc LtdEnergy & Utilities1.58%₹21.38 Cr
Union Bank Of IndiaFinancial1.52%₹21.37 Cr
Sun Pharmaceutical Industries LtdHealthcare1.58%₹21.36 Cr
Sun Pharmaceutical Industries LtdHealthcare1.58%₹21.36 Cr
Swiggy Ltd.Technology1.57%₹21.27 Cr
Swiggy Ltd.Technology1.57%₹21.27 Cr
Ntpc LtdEnergy & Utilities1.51%₹21.16 Cr
Ntpc LtdEnergy & Utilities1.51%₹21.16 Cr
Cummins India LtdIndustrials1.56%₹21.06 Cr
Tata Consultancy Services LtdTechnology1.49%₹21.02 Cr
Tata Consultancy Services LtdTechnology1.55%₹20.93 Cr
Indusind Bank LtdFinancial1.49%₹20.83 Cr
Union Bank Of IndiaFinancial1.48%₹20.73 Cr
Union Bank Of IndiaFinancial1.48%₹20.73 Cr
Ntpc LtdEnergy & Utilities1.48%₹20.70 Cr
Indusind Bank LtdFinancial1.47%₹20.69 Cr
Swiggy Ltd.Technology1.47%₹20.62 Cr
Swiggy Ltd.Technology1.47%₹20.62 Cr
Ntpc LtdEnergy & Utilities1.45%₹20.50 Cr
Zomato LtdTechnology1.44%₹20.32 Cr
Swiggy Ltd.Technology1.47%₹20.31 Cr
Tata Motors LtdConsumer Discretionary1.49%₹20.27 Cr
Tata Motors LtdConsumer Discretionary1.49%₹20.27 Cr
Zomato LtdTechnology1.48%₹19.97 Cr
Metropolis Healthcare LtdHealthcare1.47%₹19.95 Cr
Metropolis Healthcare LtdHealthcare1.47%₹19.95 Cr
Kirloskar Oil Engines LtdIndustrials1.40%₹19.61 Cr
Kirloskar Oil Engines LtdIndustrials1.40%₹19.61 Cr
Metropolis Healthcare LtdHealthcare1.42%₹19.55 Cr
Swiggy Ltd.Technology1.39%₹19.43 Cr
Tech Mahindra LtdTechnology1.44%₹19.38 Cr
Alkem Laboratories LtdHealthcare1.37%₹19.33 Cr
Metropolis Healthcare LtdHealthcare1.38%₹19.31 Cr
Metropolis Healthcare LtdHealthcare1.38%₹19.31 Cr
Alkem Laboratories LtdHealthcare1.43%₹19.30 Cr
Ambuja Cements LtdMaterials1.42%₹19.26 Cr
Ambuja Cements LtdMaterials1.42%₹19.26 Cr
Indusind Bank LtdFinancial1.40%₹19.25 Cr
Cholamandalam Investment & Finance Company LtdFinancial1.39%₹19.19 Cr
Alkem Laboratories LtdHealthcare1.42%₹19.17 Cr
Indusind Bank LtdFinancial1.37%₹19.15 Cr
Indusind Bank LtdFinancial1.37%₹19.15 Cr
Ambuja Cements LtdMaterials1.37%₹19.11 Cr
Ambuja Cements LtdMaterials1.37%₹19.11 Cr
Swiggy Ltd.Technology1.35%₹19.03 Cr
Metropolis Healthcare LtdHealthcare1.34%₹18.92 Cr
Devyani International LtdConsumer Discretionary1.35%₹18.91 Cr
Metropolis Healthcare LtdHealthcare1.35%₹18.90 Cr
Zomato LtdTechnology1.34%₹18.82 Cr
Ambuja Cements LtdMaterials1.34%₹18.80 Cr
Alkem Laboratories LtdHealthcare1.34%₹18.72 Cr
Alkem Laboratories LtdHealthcare1.34%₹18.72 Cr
Alkem Laboratories LtdHealthcare1.34%₹18.72 Cr
Ambuja Cements LtdMaterials1.32%₹18.60 Cr
Delhivery LtdIndustrials1.33%₹18.54 Cr
Delhivery LtdIndustrials1.33%₹18.54 Cr
Metropolis Healthcare LtdHealthcare1.37%₹18.54 Cr
Alkem Laboratories LtdHealthcare1.36%₹18.45 Cr
Alkem Laboratories LtdHealthcare1.36%₹18.45 Cr
United Spirits LtdConsumer Staples1.31%₹18.44 Cr
Metropolis Healthcare LtdHealthcare1.36%₹18.36 Cr
Hcl Technologies LtdTechnology1.36%₹18.34 Cr
United Spirits LtdConsumer Staples1.31%₹18.33 Cr
Upl LtdMaterials1.30%₹18.28 Cr
United Spirits LtdConsumer Staples1.30%₹18.18 Cr
United Spirits LtdConsumer Staples1.30%₹18.18 Cr
Emami LtdConsumer Staples1.34%₹18.14 Cr
Emami LtdConsumer Staples1.34%₹18.14 Cr
Kirloskar Oil Engines LtdIndustrials1.33%₹18.02 Cr
Kirloskar Oil Engines LtdIndustrials1.33%₹18.02 Cr
Emami LtdConsumer Staples1.29%₹18.01 Cr
Emami LtdConsumer Staples1.29%₹18.01 Cr
Zomato LtdTechnology1.33%₹17.98 Cr
Ambuja Cements LtdMaterials1.30%₹17.96 Cr
Gail (india) LtdEnergy & Utilities1.33%₹17.92 Cr
Cummins India LtdIndustrials1.27%₹17.92 Cr
Delhivery LtdIndustrials1.32%₹17.91 Cr
Delhivery LtdIndustrials1.32%₹17.91 Cr
Emami LtdConsumer Staples1.27%₹17.87 Cr
Zomato LtdTechnology1.32%₹17.87 Cr
Zomato LtdTechnology1.32%₹17.87 Cr
Varun Beverages LtdConsumer Staples1.27%₹17.83 Cr
Emami LtdConsumer Staples1.27%₹17.81 Cr
Cummins India LtdIndustrials1.27%₹17.74 Cr
Indusind Bank LtdFinancial1.31%₹17.73 Cr
Indusind Bank LtdFinancial1.31%₹17.73 Cr
Tech Mahindra LtdTechnology1.26%₹17.69 Cr
Cummins India LtdIndustrials1.31%₹17.68 Cr
Gail (india) LtdEnergy & Utilities1.31%₹17.68 Cr
Gail (india) LtdEnergy & Utilities1.26%₹17.67 Cr
Gail (india) LtdEnergy & Utilities1.26%₹17.67 Cr
Tata Consultancy Services LtdTechnology1.31%₹17.67 Cr
United Spirits LtdConsumer Staples1.30%₹17.54 Cr
Varun Beverages LtdConsumer Staples1.24%₹17.53 Cr
Zomato LtdTechnology1.25%₹17.44 Cr
Zomato LtdTechnology1.25%₹17.44 Cr
Cummins India LtdIndustrials1.24%₹17.38 Cr
Cummins India LtdIndustrials1.24%₹17.38 Cr
Upl LtdMaterials1.24%₹17.35 Cr
Upl LtdMaterials1.24%₹17.35 Cr
Devyani International LtdConsumer Discretionary1.23%₹17.33 Cr
United Spirits LtdConsumer Staples1.28%₹17.31 Cr
Ambuja Cements LtdMaterials1.28%₹17.24 Cr
Varun Beverages LtdConsumer Staples1.27%₹17.15 Cr
Varun Beverages LtdConsumer Staples1.22%₹17.10 Cr
Varun Beverages LtdConsumer Staples1.22%₹17.10 Cr
Gail (india) LtdEnergy & Utilities1.26%₹17.05 Cr
Gail (india) LtdEnergy & Utilities1.26%₹17.05 Cr
Gail (india) LtdEnergy & Utilities1.21%₹17.03 Cr
Delhivery LtdIndustrials1.20%₹16.96 Cr
Upl LtdMaterials1.23%₹16.96 Cr
Delhivery LtdIndustrials1.23%₹16.92 Cr
Ambuja Cements LtdMaterials1.25%₹16.91 Cr
Zomato LtdTechnology1.23%₹16.90 Cr
Tech Mahindra LtdTechnology1.20%₹16.87 Cr
United Spirits LtdConsumer Staples1.24%₹16.82 Cr
United Spirits LtdConsumer Staples1.24%₹16.82 Cr
Interglobe Aviation LtdIndustrials1.22%₹16.81 Cr
Interglobe Aviation LtdIndustrials1.19%₹16.79 Cr
Ntpc LtdEnergy & Utilities1.22%₹16.78 Cr
Sun Pharmaceutical Industries LtdHealthcare1.24%₹16.75 Cr
Jubilant Foodworks LtdConsumer Discretionary1.23%₹16.67 Cr
Jubilant Foodworks LtdConsumer Discretionary1.23%₹16.67 Cr
Gail (india) LtdEnergy & Utilities1.19%₹16.65 Cr
Gail (india) LtdEnergy & Utilities1.21%₹16.61 Cr
Varun Beverages LtdConsumer Staples1.22%₹16.43 Cr
Ge T&d India LtdIndustrials1.19%₹16.36 Cr
Emami LtdConsumer Staples1.21%₹16.30 Cr
Devyani International LtdConsumer Discretionary1.21%₹16.29 Cr
Jubilant Foodworks LtdConsumer Discretionary1.15%₹16.24 Cr
Varun Beverages LtdConsumer Staples1.19%₹16.15 Cr
Varun Beverages LtdConsumer Staples1.19%₹16.15 Cr
Jubilant Foodworks LtdConsumer Discretionary1.15%₹16.14 Cr
Jubilant Foodworks LtdConsumer Discretionary1.15%₹16.14 Cr
Swiggy Ltd.Technology1.19%₹16.08 Cr
Delhivery LtdIndustrials1.15%₹16.07 Cr
Mahindra & Mahindra LtdConsumer Discretionary1.16%₹16.02 Cr
Interglobe Aviation LtdIndustrials1.14%₹16.00 Cr
Interglobe Aviation LtdIndustrials1.14%₹16.00 Cr
Interglobe Aviation LtdIndustrials1.17%₹15.91 Cr
Interglobe Aviation LtdIndustrials1.17%₹15.91 Cr
Delhivery LtdIndustrials1.17%₹15.84 Cr
Tech Mahindra LtdTechnology1.13%₹15.84 Cr
Tech Mahindra LtdTechnology1.13%₹15.84 Cr
Torrent Power LtdEnergy & Utilities1.17%₹15.82 Cr
Upl LtdMaterials1.17%₹15.80 Cr
Upl LtdMaterials1.17%₹15.80 Cr
Apollo Hospitals Enterprise LtdHealthcare1.14%₹15.75 Cr
Cummins India LtdIndustrials1.16%₹15.71 Cr
Cummins India LtdIndustrials1.16%₹15.71 Cr
Elecon Engineering Company LtdIndustrials1.16%₹15.70 Cr
Varun Beverages LtdConsumer Staples1.14%₹15.68 Cr
Tata Motors Ltd1.16%₹15.66 Cr
Swiggy Ltd.Technology1.16%₹15.66 Cr
Emami LtdConsumer Staples1.16%₹15.59 Cr
Tech Mahindra LtdTechnology1.15%₹15.57 Cr
Tech Mahindra LtdTechnology1.15%₹15.57 Cr
Delhivery LtdIndustrials1.15%₹15.46 Cr
Jk Lakshmi Cement LtdMaterials1.13%₹15.28 Cr
Jubilant Foodworks LtdConsumer Discretionary1.13%₹15.26 Cr
Ge T&d India LtdIndustrials1.09%₹15.19 Cr
Ge T&d India LtdIndustrials1.09%₹15.19 Cr
Tech Mahindra LtdTechnology1.12%₹15.10 Cr
Alkem Laboratories LtdHealthcare1.10%₹15.09 Cr
Jubilant Foodworks LtdConsumer Discretionary1.08%₹15.08 Cr
Devyani International LtdConsumer Discretionary1.10%₹14.92 Cr
Devyani International LtdConsumer Discretionary1.10%₹14.92 Cr
Devyani International LtdConsumer Discretionary1.10%₹14.85 Cr
Hindustan Aeronautics LtdIndustrials1.10%₹14.81 Cr
Ge T&d India LtdIndustrials1.09%₹14.80 Cr
Ge T&d India LtdIndustrials1.09%₹14.80 Cr
Maruti Suzuki India LtdConsumer Discretionary1.06%₹14.78 Cr
Maruti Suzuki India LtdConsumer Discretionary1.06%₹14.78 Cr
Upl LtdMaterials1.05%₹14.78 Cr
Amara Raja Batteries LtdConsumer Discretionary1.06%₹14.77 Cr
Amara Raja Batteries LtdConsumer Discretionary1.06%₹14.77 Cr
Maruti Suzuki India LtdConsumer Discretionary1.08%₹14.64 Cr
Maruti Suzuki India LtdConsumer Discretionary1.08%₹14.64 Cr
The Federal Bank LtdFinancial1.06%₹14.62 Cr
Amara Raja Batteries LtdConsumer Discretionary1.07%₹14.54 Cr
Amara Raja Batteries LtdConsumer Discretionary1.07%₹14.54 Cr
Maruti Suzuki India LtdConsumer Discretionary1.03%₹14.52 Cr
Hcl Technologies LtdTechnology1.04%₹14.49 Cr
Hcl Technologies LtdTechnology1.04%₹14.49 Cr
Cipla LtdHealthcare1.05%₹14.46 Cr
Ge T&d India LtdIndustrials1.02%₹14.41 Cr
Interglobe Aviation LtdIndustrials1.03%₹14.39 Cr
Devyani International LtdConsumer Discretionary1.03%₹14.37 Cr
Devyani International LtdConsumer Discretionary1.03%₹14.37 Cr
Tata Consumer Products LtdConsumer Staples1.03%₹14.37 Cr
Elecon Engineering Company LtdIndustrials1.07%₹14.36 Cr
Affle (india) LtdIndustrials1.02%₹14.35 Cr
Cummins India LtdIndustrials1.03%₹14.22 Cr
Tata Motors Ltd1.05%₹14.21 Cr
Jubilant Foodworks LtdConsumer Discretionary1.05%₹14.19 Cr
Hindustan Aeronautics LtdIndustrials1.04%₹14.14 Cr
Hindustan Aeronautics LtdIndustrials1.04%₹14.14 Cr
Tata Consumer Products LtdConsumer Staples1.00%₹14.13 Cr
Whirlpool Of India LtdConsumer Discretionary1.05%₹14.10 Cr
Ltimindtree LtdTechnology1.05%₹14.10 Cr
Hindustan Aeronautics LtdIndustrials1.00%₹14.07 Cr
Cholamandalam Investment & Finance Company LtdFinancial1.00%₹14.06 Cr
Tata Consumer Products LtdConsumer Staples1.00%₹14.04 Cr
Tata Consumer Products LtdConsumer Staples1.00%₹14.04 Cr
Torrent Power LtdEnergy & Utilities1.04%₹14.01 Cr
Amara Raja Batteries LtdConsumer Discretionary0.99%₹13.99 Cr
Indegene Ltd.Healthcare1.00%₹13.97 Cr
Hindustan Aeronautics LtdIndustrials1.00%₹13.95 Cr
Hindustan Aeronautics LtdIndustrials1.00%₹13.95 Cr
Cholamandalam Investment & Finance Company LtdFinancial0.98%₹13.79 Cr
Whirlpool Of India LtdConsumer Discretionary0.98%₹13.76 Cr
Interglobe Aviation LtdIndustrials1.02%₹13.73 Cr
Sun Pharmaceutical Industries LtdHealthcare1.02%₹13.72 Cr
Union Bank Of IndiaFinancial1.01%₹13.71 Cr
Union Bank Of IndiaFinancial1.01%₹13.71 Cr
Pb Fintech LtdFinancial1.01%₹13.63 Cr
Tata Consumer Products LtdConsumer Staples1.00%₹13.61 Cr
Tata Consumer Products LtdConsumer Staples1.00%₹13.61 Cr
Hindustan Aeronautics LtdIndustrials0.96%₹13.54 Cr
United Spirits LtdConsumer Staples0.98%₹13.54 Cr
Amara Raja Batteries LtdConsumer Discretionary0.98%₹13.49 Cr
Amara Raja Batteries LtdConsumer Discretionary0.95%₹13.37 Cr
Hindustan Unilever LtdConsumer Staples0.98%₹13.33 Cr
Hindustan Unilever LtdConsumer Staples0.98%₹13.33 Cr
Indegene Ltd.Healthcare0.99%₹13.32 Cr
Torrent Power LtdEnergy & Utilities0.95%₹13.30 Cr
Torrent Power LtdEnergy & Utilities0.95%₹13.30 Cr
Whirlpool Of India LtdConsumer Discretionary0.94%₹13.29 Cr
Torrent Power LtdEnergy & Utilities0.94%₹13.28 Cr
Affle (india) LtdIndustrials0.94%₹13.25 Cr
Cholamandalam Investment & Finance Company LtdFinancial0.98%₹13.22 Cr
Torrent Power LtdEnergy & Utilities0.94%₹13.20 Cr
Interglobe Aviation LtdIndustrials0.97%₹13.07 Cr
Hindustan Unilever LtdConsumer Staples0.93%₹13.07 Cr
Hindustan Unilever LtdConsumer Staples0.93%₹13.07 Cr
Hindustan Unilever LtdConsumer Staples0.93%₹13.07 Cr
Devyani International LtdConsumer Discretionary0.95%₹13.05 Cr
Hcl Technologies LtdTechnology0.96%₹13.02 Cr
Hcl Technologies LtdTechnology0.96%₹13.02 Cr
Indegene Ltd.Healthcare0.96%₹12.94 Cr
Tata Consumer Products LtdConsumer Staples0.94%₹12.93 Cr
Amara Raja Batteries LtdConsumer Discretionary0.96%₹12.93 Cr
Deepak Nitrite LtdMaterials0.94%₹12.88 Cr
Deepak Nitrite LtdMaterials0.95%₹12.85 Cr
Deepak Nitrite LtdMaterials0.95%₹12.85 Cr
Amara Raja Batteries LtdConsumer Discretionary0.95%₹12.84 Cr
Tata Motors LtdConsumer Discretionary0.91%₹12.59 Cr
Hindustan Aeronautics LtdIndustrials0.93%₹12.54 Cr
Info Edge (india) LtdTechnology0.91%₹12.53 Cr
Affle (india) LtdIndustrials0.92%₹12.42 Cr
Affle (india) LtdIndustrials0.92%₹12.42 Cr
Tata Motors Ltd0.88%₹12.38 Cr
Affle (india) LtdIndustrials0.92%₹12.34 Cr
Jubilant Foodworks LtdConsumer Discretionary0.89%₹12.32 Cr
Torrent Power LtdEnergy & Utilities0.91%₹12.31 Cr
Torrent Power LtdEnergy & Utilities0.91%₹12.31 Cr
Affle (india) LtdIndustrials0.88%₹12.31 Cr
Affle (india) LtdIndustrials0.88%₹12.31 Cr
Hindustan Unilever LtdConsumer Staples0.88%₹12.27 Cr
Tata Motors LtdConsumer Discretionary0.87%₹12.22 Cr
Tata Motors LtdConsumer Discretionary0.87%₹12.22 Cr
Praj Industries LtdIndustrials0.89%₹12.19 Cr
Deepak Nitrite LtdMaterials0.86%₹12.12 Cr
Deepak Nitrite LtdMaterials0.87%₹12.10 Cr
Deepak Nitrite LtdMaterials0.87%₹12.10 Cr
Whirlpool Of India LtdConsumer Discretionary0.88%₹11.90 Cr
Kajaria Ceramics LtdIndustrials0.84%₹11.62 Cr
Deepak Nitrite LtdMaterials0.85%₹11.50 Cr
Blue Star LtdIndustrials0.83%₹11.36 Cr
Deepak Nitrite LtdMaterials0.82%₹11.06 Cr
Affle (india) LtdIndustrials0.81%₹10.98 Cr
Deepak Nitrite LtdMaterials0.77%₹10.91 Cr
Tech Mahindra LtdTechnology0.79%₹10.83 Cr
Ltimindtree LtdTechnology0.76%₹10.67 Cr
Ltimindtree LtdTechnology0.76%₹10.61 Cr
Ltimindtree LtdTechnology0.78%₹10.53 Cr
Tata Motors Ltd0.74%₹10.49 Cr
Ge T&d India LtdIndustrials0.71%₹9.96 Cr
Cash/net Current AssetsUnspecified0.70%₹9.50 Cr
Cash/net Current AssetsUnspecified0.70%₹9.50 Cr
Jk Lakshmi Cement LtdMaterials0.70%₹9.47 Cr
Hindustan Aeronautics LtdIndustrials0.68%₹9.43 Cr
Amber Enterprises India LtdConsumer Discretionary0.69%₹9.25 Cr
Kirloskar Oil Engines LtdIndustrials0.66%₹9.04 Cr
Emami LtdConsumer Staples0.65%₹8.89 Cr
Praj Industries LtdIndustrials0.63%₹8.81 Cr
Praj Industries LtdIndustrials0.63%₹8.81 Cr
Praj Industries LtdIndustrials0.64%₹8.61 Cr
Praj Industries LtdIndustrials0.64%₹8.61 Cr
Praj Industries LtdIndustrials0.60%₹8.42 Cr
Praj Industries LtdIndustrials0.62%₹8.30 Cr
Praj Industries LtdIndustrials0.59%₹8.25 Cr
Affle (india) LtdIndustrials0.60%₹8.22 Cr
Neuland Laboratories LtdHealthcare0.60%₹8.14 Cr
Neuland Laboratories LtdHealthcare0.60%₹8.14 Cr
Hindustan Petroleum Corporation LtdEnergy & Utilities0.59%₹7.98 Cr
Hindustan Petroleum Corporation LtdEnergy & Utilities0.59%₹7.98 Cr
Tata Motors Ltd0.56%₹7.77 Cr
Tata Motors Ltd0.56%₹7.77 Cr
Praj Industries LtdIndustrials0.56%₹7.57 Cr
Hindustan Petroleum Corporation LtdEnergy & Utilities0.55%₹7.53 Cr
Brigade Enterprises LtdReal Estate0.56%₹7.52 Cr
Bse LtdFinancial0.53%₹7.44 Cr
Bse LtdFinancial0.53%₹7.44 Cr
Neuland Laboratories LtdHealthcare0.54%₹7.41 Cr
Jk Lakshmi Cement LtdMaterials0.50%₹7.00 Cr
Brigade Enterprises LtdReal Estate0.51%₹6.94 Cr
Amber Enterprises India LtdConsumer Discretionary0.49%₹6.63 Cr
Torrent Power LtdEnergy & Utilities0.48%₹6.55 Cr
Bse LtdFinancial0.45%₹6.12 Cr
Bse LtdFinancial0.45%₹6.12 Cr
Indegene Ltd.Healthcare0.41%₹5.76 Cr
Trent LtdConsumer Discretionary0.26%₹3.51 Cr
Cash/net Current AssetsUnspecified0.23%₹3.03 Cr
Cash/net Current AssetsUnspecified0.07%₹1.00 Cr
Chennai Super Kings Cricket Limited Eq New Fv Re. 0.10/-Consumer Discretionary0.04%₹0.61 Cr
Chennai Super Kings Cricket Limited Eq New Fv Re. 0.10/-Consumer Discretionary0.04%₹0.56 Cr
Chennai Super Kings Cricket Limited Eq New Fv Re. 0.10/-Consumer Discretionary0.04%₹0.56 Cr
Chennai Super Kings Cricket Limited Eq New Fv Re. 0.10/-Consumer Discretionary0.04%₹0.56 Cr
Chennai Super Kings Cricket Limited Eq New Fv Re. 0.10/-Consumer Discretionary0.04%₹0.56 Cr
Chennai Super Kings Cricket Limited Eq New Fv Re. 0.10/-Consumer Discretionary0.04%₹0.56 Cr
Chennai Super Kings Cricket Limited Eq New Fv Re. 0.10/-Consumer Discretionary0.04%₹0.54 Cr
Chennai Super Kings Cricket Limited Eq New Fv Re. 0.10/-Consumer Discretionary0.04%₹0.54 Cr
Chennai Super Kings Cricket Limited Eq New Fv Re. 0.10/-Consumer Discretionary0.04%₹0.54 Cr
Kwality Walls India Ltd0.02%₹0.21 Cr
Kwality Walls India Ltd0.02%₹0.21 Cr
Net PayablesUnspecified-0.11%₹-1.52 Cr
Net PayablesUnspecified-0.12%₹-1.67 Cr
Net PayablesUnspecified-0.12%₹-1.67 Cr
Net PayablesUnspecified-0.20%₹-2.83 Cr
Net PayablesUnspecified-0.22%₹-3.13 Cr
View More

Top Equity Funds

Fund Names NAV 3Yr 5Yr 52 weeks high
Quant Elss Tax Saver Fund Direct-growth increase ₹397.59 16.57% 19.35% -
Quant Elss Tax Saver Fund-growth increase ₹353.05 15.32% 17.71% -
ICICI Prudential Elss Tax Saver Direct Plan - Growth increase ₹999.62 16.20% 13.20% -
Canara Robeco Elss Tax Saver Direct- Growth increase ₹189.37 15.31% 12.91% -
ICICI Prudential Elss Tax Saver Fund - Growth increase ₹896.91 15.49% 12.47% -
Taurus Elss Tax Saver Direct-growth increase ₹186.57 13.42% 12.26% -
Canara Robeco Elss Tax Saver Regular - Growth increase ₹168.22 13.99% 11.55% -
Taurus Elss Tax Saver Regular-growth increase ₹170.44 12.70% 11.52% -
Aditya Birla Sun Life Elss Tax Saver Direct-growth increase ₹64.85 15.05% 8.45% -
Aditya Birla Sun Life Elss Tax Saver Regular-growth increase ₹57.84 14.21% 7.62% -
View More
increase growth is based on 5Y returns of the funds

Frequently Asked Questions

Sundaram Elss Tax Saver Fund

What is the current AUM of Sundaram Elss Tax Saver Fund?

As of Thu Jul 31, 2025, Sundaram Elss Tax Saver Fund manages assets worth ₹1,377.0 crore

How has Sundaram Elss Tax Saver Fund performed recently?

  • 3 Months: -0.01%
  • 6 Months: 13.61%

What is the long-term performance of Sundaram Elss Tax Saver Fund?

  • 3 Years CAGR: 15.29%
  • 5 Years CAGR: 19.99%
  • Since Inception: 17.84%

What is the portfolio composition of Sundaram Elss Tax Saver Fund?

Equity: 97.60%, Others: 2.40%.

Who manages Sundaram Elss Tax Saver Fund?

Sundaram Elss Tax Saver Fund is managed by Rohit Seksaria from Sundaram Mutual Fund.

What is the market-cap allocation of Sundaram Elss Tax Saver Fund?

Large Cap: 72.21%, Mid Cap: 9.13%, Small Cap: 18.66%.

Which are the top companies Sundaram Elss Tax Saver Fund has invested in?

  • HDFC Bank Ltd – 9.44% of the fund's portfolio
  • HDFC Bank Ltd – 8.84% of the fund's portfolio
  • HDFC Bank Ltd – 8.76% of the fund's portfolio
  • HDFC Bank Ltd – 9.03% of the fund's portfolio
  • HDFC Bank Ltd – 9.03% of the fund's portfolio

Which are the major sectors Sundaram Elss Tax Saver Fund focuses on?

  • Financial – 272.55% of the fund's portfolio
  • Industrials – 127.98% of the fund's portfolio
  • Technology – 123.83% of the fund's portfolio
  • Energy & Utilities – 78.68% of the fund's portfolio
  • Consumer Staples – 71.21% of the fund's portfolio
View more FAQ's

Policybazaar does not endorse rates/returns or recommend any particular insurer, fund house, AMC (Asset Management Company), insurance and mutual fund product.

Please consult your financial advisor for an informed decision.

Past performance may not be indicative of future results.

The information presented on this page is not owned or generated by Policybazaar. The data has been collected from publicly available sources and online research. We do not claim any ownership or guarantee the accuracy, completeness, or timeliness of this information. It is shared solely for the informational purpose of the viewer and should not be considered as financial advice.

Policybazaar is not acting as a financial advisor, broker, or agent for any mutual fund mentioned here.

Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.

Policybazaar shall not be held responsible or liable for any losses, damages, or decisions made based on the information provided on this page.

For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product. For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product.

For more details on risk factors, terms, and conditions, please read the sales brochure and benefit illustration carefully before concluding a sale.

Policybazaar is a registered Insurance Broker | Registration No. 742, Registration Code No. IRDA/ DB 797/ 19, Valid till 09/06/2024, License category- Direct Broker (Life & General) |CIN: U74999HR2014PTC053454 | Registered Office - Plot No.119, Sector - 44, Gurgaon, Haryana – 122001 |Visitors are hereby informed that their information submitted on the website may be shared with insurers. Product information is authentic and solely based on the information received from the insurers.©️ Copyright 2008-2025 policybazaar.com. All Rights Reserved

^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.

Close
Download the Policybazaar app
to manage all your insurance needs.
INSTALL
Claude
top

Become a Crorepati

Invest ₹10K/Month & Get ₹1 Crore# Returns

Mobile +91
*T&C Applied.