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

18.4%

Launch Date

Mar 27, 2018

Type

Closed Ended

Riskometer

Very High

Ratio Analysis

Standard Deviation

12.45

Category Avg

Beta

0.92

Category Avg

Portfolio Turnover Ratio

5.00 vs NA

Fund Vs Category Avg

Top Holdings

Name	Assets (%)	Sector	Instrument
Aster DM Healthcare Ltd.	5.94	Pharmaceuticals and health care	Equity
Affle 3I Ltd.	5.69	Service	Equity
Safari Industries (India) Ltd.	5.49	Packaging	Equity
KSB Ltd.	4.00	Engineering	Equity
TVS Holdings Ltd.	3.97	Automobiles	Equity
Sapphire Foods India Ltd.	3.93	Hospitality	Equity
Ujjivan Small Finance Bank Ltd.	3.69	Banks	Equity
CSB Bank Ltd.	3.68	Banks	Equity
Navin Fluorine International Ltd.	3.61	Chemicals	Equity
KEI Industries Ltd.	3.59	Cables	Equity

View All

Nov 13, 2025

Performance Analysis

	1W	1M	3M	6M	1Y	3Y	5Y	10Y	SI
Fund Returns (%)	0.23	1.55	4.38	13.27	14.50	20.77	31.06	NA	18.40
Category Average (%)	0.95	1.59	4.04	7.25	7.17	15.84	18.69	NA	15.68
Rank within Category	138	35	70	3	55	17	3	NA	58

* 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	111.42	35,172	0.89	1.33	3.40	5.61	8.97	14.49	14.25	13.80	20.60	0.81
SBI ELSS Tax Saver Fund	484.59	31,783	1.16	2.26	3.96	6.67	7.39	24.09	25.04	15.95	35.19	0.94
Mirae Asset ELSS Tax Saver Fund	57.82	27,069	1.22	2.58	6.08	9.96	13.35	18.38	20.53	NA	19.43	0.56
DSP ELSS Tax Saver Fund	159.56	17,241	1.50	2.71	5.34	5.78	8.96	20.61	22.79	17.51	24.01	0.64
HDFC ELSS Tax Saver Fund	1,574.99	17,194	1.03	0.93	4.33	6.44	11.83	21.76	24.80	15.34	48.14	1.08
Aditya Birla Sun Life ELSS Tax Saver Fund	69.71	15,682	0.84	1.48	3.89	9.68	11.45	15.51	14.17	12.61	16.28	0.97
Nippon India ELSS Tax Saver Fund	145.18	15,513	1.01	2.35	3.63	7.45	8.82	18.26	22.28	12.47	23.10	1.01
ICICI Prudential ELSS Tax Saver Fund	1,073.54	14,844	1.43	1.66	4.99	7.78	11.36	16.92	20.14	14.71	43.81	1.08
Quant ELSS Tax Saver Fund	426.72	12,444	1.50	2.54	6.83	9.27	6.90	16.03	27.86	22.17	33.90	0.57
Canara Robeco ELSS Tax Saver Fund	202.31	9,073	1.23	1.95	4.43	7.30	8.63	16.16	19.59	16.23	26.32	0.55

View All

Nov 13, 2025

Return Calculator

₹ One-Time

Over the past

Invested

₹5000

Invested Amount
Estimated Return

Total investment of ₹5000

Would have become ₹5,539 (+10.79%)

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	39.14	4,674	15.07	24.45
Sundaram Small Cap Fund	Equity - Small Cap	294.81	3,496	8.01	27.84
Sundaram Multi Asset Allocation Fund	Hybrid - Multi Asset Allocation	13.54	2,925	21.17	NA
Sundaram Financial Services Opportunities Fund	Equity - Sectoral/Thematic	121.84	1,601	16.14	20.58
Sundaram Value Fund	Equity - Value	239.50	1,481	9.36	17.89
Sundaram ELSS Tax Saver Fund	Equity - ELSS	561.48	1,398	10.44	19.23
Sundaram Equity Savings Fund	Hybrid - Equity Savings	83.89	1,171	9.52	14.10
Sundaram Multi-Factor Fund	Equity - Sectoral/Thematic	10.49	956	NA	NA
Sundaram Arbitrage Fund	Hybrid - Arbitrage	15.59	331	7.14	5.76
Sundaram NIFTY 100 Equal Weight Fund	Others - Index Funds/ETFs	190.05	131	9.21	20.02

View All

Nov 13, 2025

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	1,573.43	13,236	0.46	2.22	5.09	11.17	11.10	25.32	26.76	16.49	48.14	0.92
Sundaram Liquid Fund	2,380.56	7,498	0.10	0.49	1.46	3.03	6.78	7.10	5.79	5.22	6.97	0.13
Sundaram Aggressive Hybrid Fund	189.96	7,333	0.85	1.52	3.86	4.84	8.24	13.75	16.19	14.03	25.70	0.67
Sundaram Large and Mid Cap Fund	99.33	6,998	0.97	1.75	5.04	8.73	8.54	17.42	20.92	15.99	19.55	0.77
Sundaram Services Fund	39.14	4,674	0.52	1.66	4.93	8.25	15.07	19.23	24.45	NA	21.06	0.73
Sundaram Small Cap Fund	294.81	3,496	0.37	2.36	5.75	9.84	8.01	22.47	27.84	15.37	30.07	0.85