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

17.05%

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

6.00 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 7, 2025

Performance Analysis

	1W	1M	3M	6M	1Y	3Y	5Y	10Y	SI
Fund Returns (%)	-0.84	1.74	3.98	15.87	12.09	18.31	29.18	NA	17.05
Category Average (%)	-0.86	0.90	3.06	7.89	1.90	15.37	19.11	NA	15.57
Rank within Category	137	34	71	2	56	47	21	NA	75

* Returns over 1 year are CAGR

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Peer Comparision

Scheme Name(IDCW Direct)	NAV (Rs)	AUM (Rs Cr)	1W(%)	1M(%)	3M(%)	6M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	SI(%)	ER(%)
Axis ELSS Tax Saver Fund	55.79	34,302	-0.59	1.03	2.45	5.34	-4.26	6.19	7.00	7.74	14.31	0.82
SBI ELSS Tax Saver Fund	118.65	30,420	-0.68	1.43	3.11	6.25	2.69	19.16	20.26	8.08	21.22	0.95
Mirae Asset ELSS Tax Saver Fund	31.29	25,911	-0.74	2.00	5.05	9.90	-0.96	8.45	11.30	NA	12.26	0.57
DSP ELSS Tax Saver Fund	94.96	16,749	-0.19	1.36	3.37	3.72	0.71	16.61	19.74	15.26	19.14	0.69
HDFC ELSS Tax Saver Fund	104.51	16,645	-1.16	0.50	3.68	6.38	-0.26	12.33	16.17	5.43	20.02	1.08
Aditya Birla Sun Life ELSS Tax Saver Fund	462.25	15,175	-1.04	1.37	3.73	9.66	3.21	13.95	13.81	12.04	34.75	0.97
Nippon India ELSS Tax Saver Fund	48.49	15,060	-0.62	1.66	3.09	7.75	-3.21	12.18	19.23	7.75	13.07	1.03
ICICI Prudential ELSS Tax Saver Fund	47.65	14,425	-1.04	0.65	2.56	3.61	-0.15	8.97	12.38	5.31	12.91	1.09
Quant ELSS Tax Saver Fund	56.04	11,854	-1.48	1.45	5.98	9.83	-0.69	15.22	27.79	16.81	14.36	0.58
Canara Robeco ELSS Tax Saver Fund	81.52	8,799	-0.65	0.98	3.46	7.23	-1.51	11.35	13.90	10.39	17.73	0.56

View All

Nov 7, 2025

Return Calculator

₹ One-Time

Over the past

Invested

₹5000

Invested Amount
Estimated Return

Total investment of ₹5000

Would have become ₹5,201 (+4.02%)

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(IDCW Direct)	Category	NAV(Rs)	AUM(Rs Cr)	1Y(%)	5Y(%)
Sundaram Services Fund	Equity - Sectoral/Thematic	26.72	4,426	10.29	18.36
Sundaram Small Cap Fund	Equity - Small Cap	38.60	3,341	-5.29	17.72
Sundaram Multi Asset Allocation Fund	Hybrid - Multi Asset Allocation	13.28	2,799	16.08	NA
Sundaram Financial Services Opportunities Fund	Equity - Sectoral/Thematic	38.30	1,514	10.72	15.09
Sundaram Value Fund	Equity - Value	20.85	1,442	2.58	10.69
Sundaram Multi-Factor Fund	Equity - Sectoral/Thematic	10.37	903	NA	NA
Sundaram NIFTY 100 Equal Weight Fund	Others - Index Funds/ETFs	88.64	123	3.70	15.51
Sundaram Long Term Micro Cap Tax Advantage Fund - Series III	Equity - ELSS	30.39	75	0.41	29.10
Sundaram Long Term Micro Cap Tax Advantage Fund - Series VI	Equity - ELSS	27.45	36	0.91	30.94
Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV	Equity - ELSS	28.57	35	0.92	29.59

View All

Nov 7, 2025

Top Performing Related Funds

Scheme Name(IDCW Direct)	NAV (Rs)	AUM (Rs Cr)	1W(%)	1M(%)	3M(%)	6M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	SI(%)	ER(%)
Sundaram Mid Cap Fund	73.55	12,585	-0.42	2.07	4.76	5.21	-1.43	13.07	18.32	8.50	16.79	0.92
Sundaram Large and Mid Cap Fund	33.94	6,740	-0.93	-5.62	-2.77	1.25	-3.05	5.83	12.89	7.15	9.97	0.76
Sundaram Services Fund	26.72	4,426	-0.43	1.31	4.47	8.93	10.29	10.81	18.36	NA	14.80	0.72
Sundaram Small Cap Fund	38.60	3,341	-0.82	1.36	5.58	6.57	-5.29	10.72	17.72	6.24	11.08	0.84
Sundaram Large Cap Fund	16.70	3,280	-0.39	-5.60	-4.39	-2.96	-10.23	3.78	10.15	NA	10.63	0.65
Sundaram Multi Cap Fund	86.35	2,829	-1.24	-5.98	-3.36	2.74	-5.86	8.65	13.20	7.89	18.26	0.94