Investment Objective - The investment objective of the scheme is to generate capital appreciation over a period of ten years by investing predominantly in equity and equity-related instruments of companies along with income tax benefit.

Fund House

Sundaram Mutual Fund

Return Since Launch

17.95%

Launch Date

Mar 27, 2018

Type

Closed Ended

Riskometer

Very High

Ratio Analysis

Standard Deviation

12.01

Category Avg

Beta

0.91

Category Avg

Sharpe Ratio

0.83

Category Avg

Portfolio Turnover Ratio

46.66

Category Avg

Top Holdings

Name	Assets (%)	Sector	Instrument
Aster DM Healthcare Ltd.	6.30	Pharmaceuticals and health care	Equity
Safari Industries (India) Ltd.	6.09	Packaging	Equity
Affle 3I Ltd.	4.85	Service	Equity
TVS Holdings Ltd.	4.46	Automobiles	Equity
Ujjivan Small Finance Bank Ltd.	4.32	Banks	Equity
CSB Bank Ltd.	4.08	Banks	Equity
KSB Ltd.	3.74	Engineering	Equity
KEI Industries Ltd.	3.66	Cables	Equity
Sapphire Foods India Ltd.	3.32	Hospitality	Equity
Procter & Gamble Health Ltd.	3.15	Pharmaceuticals and health care	Equity

View All

Jan 1, 2026

Performance Analysis

	1W	1M	3M	6M	1Y	3Y	5Y	10Y	SI
Fund Returns (%)	0.83	-0.80	2.20	1.09	8.98	21.52	25.95	NA	17.95
Category Average (%)	0.52	-0.50	2.95	0.61	3.48	16.39	16.22	NA	15.34
Rank within Category	48	183	169	115	76	13	4	NA	59

* Returns over 1 year are CAGR

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Peer Comparision

Scheme Name(Growth Direct)	NAV (Rs)	AUM (Rs Cr)	1W(%)	1M(%)	3M(%)	6M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	SI(%)	ER(%)
Axis ELSS Tax Saver Fund	110.55	35,084	0.26	-0.97	2.53	-0.03	5.08	15.31	11.21	13.23	20.29	0.81
SBI ELSS Tax Saver Fund	492.33	32,327	0.89	0.76	5.40	2.73	7.22	24.85	22.37	15.88	34.93	0.92
Mirae Asset ELSS Tax Saver Fund	58.09	27,271	0.27	0.18	4.87	3.86	10.27	18.91	18.37	19.15	19.20	0.56
DSP ELSS Tax Saver Fund	162.46	17,570	1.03	1.08	5.74	3.40	8.47	21.33	20.70	17.36	23.91	0.66
HDFC ELSS Tax Saver Fund	1,581.72	17,241	0.78	-0.33	3.01	2.77	10.69	22.04	22.34	15.18	47.59	1.08
Aditya Birla Sun Life ELSS Tax Saver Fund	70.10	15,691	0.40	-0.62	3.81	2.59	10.50	15.81	11.80	12.06	16.15	0.95
Nippon India ELSS Tax Saver Fund	144.07	15,519	0.29	-0.98	2.47	1.10	6.91	17.93	19.48	11.96	22.77	1.02
ICICI Prudential ELSS Tax Saver Fund	1,073.85	14,957	0.64	-0.73	2.82	3.10	10.09	17.24	17.39	14.32	43.27	1.08
Quant ELSS Tax Saver Fund	427.36	12,514	1.04	0.12	3.57	2.59	8.37	16.63	24.05	21.21	33.51	0.66
Canara Robeco ELSS Tax Saver Fund	202.14	9,118	0.32	-0.21	3.32	1.58	6.15	16.64	16.94	15.84	26.01	0.54

View All

Jan 1, 2026

Return Calculator

₹ One-Time

Over the past

Invested

₹5000

Invested Amount
Estimated Return

Total investment of ₹5000

Would have become ₹5,265 (+5.30%)

Fund Manager

Rohit Seksaria

Dwijendra Srivastava

Mr. Rohit Seksaria is CS, CA & has done MBA from IIM Ahmedabad. Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.

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Here is the list of funds managed by Rohit Seksaria

Scheme Name(Growth Direct)	Category	NAV(Rs)	AUM(Rs Cr)	1Y(%)	5Y(%)
Sundaram Services Fund	Equity - Sectoral/Thematic	39.65	4,769	11.93	21.67
Sundaram Small Cap Fund	Equity - Small Cap	290.08	3,450	1.24	23.40
Sundaram Multi Asset Allocation Fund	Hybrid - Multi Asset Allocation	13.72	3,015	20.41	NA
Sundaram Financial Services Opportunities Fund	Equity - Sectoral/Thematic	125.99	1,666	18.79	19.02
Sundaram Value Fund	Equity - Value	242.51	1,484	7.04	15.73
Sundaram ELSS Tax Saver Fund	Equity - ELSS	566.91	1,411	7.74	17.02
Sundaram Equity Savings Fund	Hybrid - Equity Savings	84.33	1,201	7.87	12.99
Sundaram Multi-Factor Fund	Equity - Sectoral/Thematic	10.65	996	NA	NA
Sundaram Arbitrage Fund	Hybrid - Arbitrage	15.72	335	7.09	5.87
Sundaram NIFTY 100 Equal Weight Fund	Others - Index Funds/ETFs	190.67	132	8.76	17.29

View All

Jan 1, 2026

Top Performing Related Funds

Scheme Name(Growth Direct)	NAV (Rs)	AUM (Rs Cr)	1W(%)	1M(%)	3M(%)	6M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	SI(%)	ER(%)
Sundaram Mid Cap Fund	1,577.70	13,345	0.66	-0.45	4.92	3.89	4.98	25.61	23.57	16.04	47.57	0.90
Sundaram Aggressive Hybrid Fund	190.68	7,655	0.24	-0.68	3.20	2.30	5.44	14.01	14.38	13.77	25.44	0.64
Sundaram Large and Mid Cap Fund	99.96	7,047	0.74	-0.17	4.28	3.85	4.49	18.08	18.60	15.73	19.39	0.77
Sundaram Liquid Fund	2,399.40	6,772	0.12	0.51	1.48	2.95	6.62	7.07	5.88	5.20	6.96	0.13
Sundaram Services Fund	39.65	4,769	1.13	0.41	4.82	1.98	11.93	20.31	21.67	NA	20.85	0.72
Sundaram Small Cap Fund	290.08	3,450	0.78	-1.09	1.27	0.36	1.24	21.71	23.40	14.51	29.55	0.85